Problem
To improve customer retention, it is important to categorize customers based on the amount of time since their most recent order. You can use that information to automate processes to reach...
To improve customer retention, it is important to categorize customers based on the amount of time since their most recent order. You can use that information to automate processes to reach...
Approaching a new Lead with a call or email introducing them to a product or service that they have already been engaged with via someone else at their company does not leave a good...
For a Sales Manager, visibility into monthly commissions by Sales Rep is critical.
An easy way to view agent case load utilization % is needed so that business decisions can be made on case reassignment or additional resources needed.
To increase sales productivity, I want to see the last task's subject on contact records as well as a hyperlink so it can be used in contact list views and reports.
Rollup Helper was recommended by Top Step Consulting in their webinar on FinancialForce 3rd Party Integration Add-ons (4:37). Some of the ideas that were presented:
As a Sales Manager, I need to know how many outbound call attempts it takes to achieve a discussion. Additionally, so that my reps are more productive, I need a filtered list view of the...
As an operations manager, I want to be able to easily see the date of the most recent task with a specific subject (Order Sent) that has been completed on a Case.
As an Account Manager, I need to see the amount of the largest quote on an Account so that I can prioritize follow ups.
In Salesforce, maximizing efficiency and productivity is the name of the game. If you can't see or find your information exactly where you would like to, this limits company performance. If...
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