Sales Activity Reports in Salesforce
At CloudAnswers, we have decades of combined experience building sales reports. With the launch of Report Sender, we often get asked for help creating certain types of reports.
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How to build a Customer Churn Rate report in Salesforce
The churn rate is the total percentage of customers that join up and subsequently leave within a specific period.
The hidden costs of duplicates in Salesforce
Today's business relies heavily on data. Companies need data to engage customers successfully, thrive on the digital transformation path, or interact with partners and other companies.
Duplicate Records in Salesforce
Maintaining a clean and consistent database is important to keep a business running smoothly.
Designing User Security and Visibility in Salesforce
Trust and security are at the top of Salesforce's priority list. The platform has everything you need if you're looking to construct a robust user security paradigm. However, this security approach has flaws that an attacker can exploit to gain access to your data. The Salesforce Architect has the duty to ensure that these features are set up correctly.
Creating automated reports in Salesforce
New to Salesforce? Here’s something you should know- you can create reports within Salesforce and even schedule them, without installing any additional app. Salesforce’s Trailblazer Community provides rich building reports documentation on that.
The truth about duplicates in Salesforce
Maintaining a clean and consistent database is essential to the success of your organization. Salesforce duplicates obstruct your ability to have a clear knowledge of your database and adequately communicate with prospects, customers, and partners.
Does reporting really matter?
Regardless of teh size of a business or industry, business reports are vital tools for any organization. They allow for teh tracking and analysis of business performance and overall health and identify areas for development and growth.
How to coordinate marketing and sales by avoiding duplicates in Salesforce
If you are in charge of handling client data, you have almost certainly dealt with the hassles that duplicate data causes.
How to edit the Opportunity Team in Salesforce?
An Opportunity Team is precisely what it sounds like: a group of individuals working together on a single opportunity.
Flows vs Workflows vs Process Builder – Process Automation in Salesforce
How does Salesforce help your business? Is it just a tool where some people enter data and other people view that data?
Salesforce Marketing Intelligence Report – Key Insights.
Without question, turning to data to help develop and maintain businesses is vital.
Salesforce custom report types – what are they, when are they useful
Reporting on your Customer Relationship Management (CRM) data can give you real-time data-driven insights into your business
Marketing campaigns – how to plan, execute and report
Marketing is about establishing objectives and delivering tangible outcomes, not simply flashy advertising and amusing commercials.
How to get Salesforce data into CSV or Excel files
Salesforce is a customizable multipurpose CRM platform that millions of users use to handle complicated company operations, improve sales, customer care, marketing, etc.