After transitioning to Lightning, the default tab on page layouts is Activity and tabs for objects you don’t use may be added. Most users use the Details tab for the majority of the time and want Activities to be seen alongside of them. Read more
Salesforce Lightning has a new Highlights Panel that can show important information easily at the top of the page. You can edit each page highlights panel to include up to six fields. These fields will be data that will help the user ‘know’ the contact or easily access their contact information. Standard and custom fields can be displayed here so you can create formula field to put several together (e.g., Rep + Territory + State) to get more information into the panel. Read more
Microsoft recently added different calendar views to Teams that really improve the calendar experience. Speaking of Teams Calendars–an out-of-the-box solution for group calendars has been confirmed and is currently in testing! I am hoping that the new calendar views are also hinting toward the group calendar feature rolling out soon. In the meantime, check out the new views for your personal calendar below.
This tip will teach you how to add custom help desk information to Office 365–users will be able to select the ?/Help button next to their user icon, and see your organization’s help desk information in addition to Microsoft help.
Going back to CRM basics this month… The Lead Source field is a standard in the Lead, Account, Contact and Deal modules. It is intended to represent your quiver of marketing strategies used to find leads. If you use this field as its intended, in conjunction with the “Type” field in the Deal module, you can get great feedback on how much new business is brought in by the varying marketing strategies, and make the necessary adjustments to put more time and energy into techniques that work and less on ones that don’t.
ALWAYS mark a new lead with a lead source, and make sure the Lead source field is mapped into at the very least the Deal module.
ALWAYS indicate whether a Deal Type is “New Business” or “Existing Business”.
If you do these two things – you can then pull a DEAL Summary report for all Closed Won deals within a specified timeframe, group by Lead Source, and Sum Amount. This will show you the $ amounts won via each marketing strategy employed over the specified timeframe!
To take this one step further, you can throw Campaigns into the mix! If your marketing is campaign driven, you can also mark each Lead/Deal with a Campaign Source – then you can pull a similar report, but instead of Lead Sources, use Campaign source instead. This gives you ROI on all of your marketing campaigns!
Summer ’18 introduced us to the Kanban and split screen views for activities (tasks) in Salesforce. While I prefer the Kanban (allows for a drag and drop of status), the split view allows you to see the notes/descriptions of each of your activities. Read more
As you know, Zoho has a whole suite of products that help you run your businesses. Have you dabbled with Zoho Survey yet? Did you know that is super easy to integrate CRM and Survey to send and Track Surveys? Here’s how…
- Step 1 – if you don’t have one already, set up your Zoho Survey Account (survey.zoho.com)
- Step 2 – Visit the CRM Marketplace, click Zoho, click Enable button in the Zoho Survey Box (Setup now)
- Step 3 – Create your Survey in Zoho Survey
- Step 4: *Option* – create companion fields in your CRM to “catch” your customer’s survey answers
- Step 5: In Zoho Survey, with your Survey open, click the Integration Tab and map your survey questions to your CRM fields.
- Step 6: Publish your Survey
IN CRM –
- Step 7: Create an Email Template and include a link to your survey
- Click the survey button in the template editor (shown above)
- select the survey from the drop down list (if its not there -be sure you published it!)
- Option to add display text, then click Insert.
- Save the template, then send emails using the mass email tool!
If you’re an avid workflow user and record importer, then you know the hardship of not being able to trigger workflow on imported records, even if they meet the criteria of a workflow rule. Here’s a little work-around that you can use to run workflow on imported records…
- Step 1 – create a simple checkbox field, “import”
- Step 2 – include a criteria item in your workflow rule that “import is selected”
- Step 2 – import your records – WITHOUT the new import field checked
- Step 3 – Create a “view” or “filter” that will give you the list of records you just imported (you can use a tag, or use created date)
- Step 4 – Select all the records in this view/filter by checking the box at the top – be sure to click “select all records in this view” link at the top if there are more than 100
- Step 5 – Click Mass update and select the new import field from the drop down and check it, click save.
Your workflow will now be triggered!
It used to be that when you imported/migrated records into Zoho CRM, the underlying pick list values would not be changed. That is, when importing a record having a value for a field that was not on the current option set, the field would be set to the value of the incoming data, but the option set would not be updated. Recently this has changed, and now the option sets DO get updated. So be sure to clean up your data prior to import or those pick lists could get really long!