Problem
Milestones PM+ is a great, Salesforce native project management app, but sometimes you would like more information to better prioritize your tasks. This way projects will be finished on time,...
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Milestones PM+ is a great, Salesforce native project management app, but sometimes you would like more information to better prioritize your tasks. This way projects will be finished on time,...
Salesforce announced Work.com in September 2020 to help businesses safely re-open and adjust to the "new normal" after the COVID-19 pandemic. You need a way to assign tasks to your employees,...
Administrators get requests from other departments on improving their Salesforce org through flows, validation rules and more, in between all of the "forgotten password" notifications. The...
Customer service representatives have a case queue of questions and complaints from current customers and potential prospects. These cases can be logged from customers emailing in, or...
Sometimes leaders need to come to a group decision when they are not able to see each other in person, whether it's an emergency like COVID-19, or prepping for natural disasters like...
Structuring your to-do list isn't always as cut and dry as prioritizing different tasks. Sometimes you need a little help figuring out how you're going to accomplish your tasks. Here, we turn...
Developers have a case queue of bugs and future improvements for both their applications and internal systems. These cases can be logged from customers or other internal employees. The...
The marketing team wants to find a better way to hand off accounts to sales. They currently use Salesforce’s native rating scale based on the accounts’ latest activity, but they would still...
A good sales team has a constant funnel of leads, but not all of them are qualified. The VP of Sales wants to prioritize incoming leads based on the company size and the lead source as that...
The sales team has a lot of different follow up tasks they need to complete, but they aren’t sure how to prioritize their time.
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