Problem: Because of Salesforce limitations with the standard relationship between Task and Lead, this use case gets a bit complicated, But with the use of use our tool Lookup Helper along with Rollup...
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Problem: Because of Salesforce limitations with the standard relationship between Task and Lead, this use case gets a bit complicated, But with the use of use our tool Lookup Helper along with Rollup...
When a user manually enters the information for a contact and searches Salesforce for the appropriate account, it adds extra steps and increases the chance that duplicate records will be...
Detailed reports for time logged in the Time Entry grid on objects (standard and custom) other than Project Task.
In a world where technology is enabling more and more research to be done pre-sale, it is becoming increasingly difficult for both B2B and B2C businesses to stay in front of their customers...
When a new Lead comes in, the ability of the right rep to instantly make contact is a critical success factor in winning their business.
As a Sales Manager, one convenient place is needed to provide visibility into all aspects of a Sales Rep's performance. Also, having a Sales leader board would further motivate Sales Reps...
As an inbound call center rep, I need to quickly and easily find available resources within the geographical location of the customer.
For many businesses, converting Leads into Accounts, while important, is time consuming and can be error prone as it depends on manual User entry. Having the process automated will ensure...
As a Customer Service Representative or Support Agent, I want to be able to quickly see a prioritized list of open Cases on an Account or Contact.
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