For Everyone

Access useful articles, whitepapiers, how-to, guides, best practices and more on this blog. Have a nice reading

For Everyone

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 churn rate is undesirable since it indicates that you're losing consumers. Customer churn rates may be divided into two categories: voluntary and involuntary. People who unsubscribe for their reasons, such as being dissatisfied with the service or no longer requiring it, are referred to as "voluntary churn." Involuntary churn can occur due to problems like payment failure that cannot be attributed to a customer intentionally canceling.

April 14, 2022

4 Min Read

For Everyone

Does reporting really matter?

What are the benefits of reporting? Business reports provide essential information to management, such as spending, profit, and growth. Reports deliver valuable information that the business can utilize to generate future predictions, marketing plans, assist budget planning, and improve decision-making.

January 21, 2022

6 Min Read

For Everyone

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. Whether the duplicate data entered your system due to clients filling out forms, manually inputting data, or importing it from other platforms, the implications are the same and highly expensive.

December 12, 2021

8 Min Read

For Everyone

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. It gives you 100% control over who is working on what contact/deal/transaction and their responsibilities.

November 27, 2021

5 Min Read

For Everyone

Flows vs Workflows vs Process Builder - Process Automation in Salesforce

Historically, providing a smooth customer experience has been difficult, time-consuming, and frustrating with manual procedures and disparate systems. However, with a 360 degree view of the customer and a bit of automation, it is all easier. This article discusses process automation in Salesforce, how it can help businesses, and actionable tips.

November 18, 2021

6 Min Read

For Everyone

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.

July 24, 2021

5 Min Read

For Everyone

Improving your Sales strategy during a pandemic

Currently, businesses have settled into the reality of virtual meetings, remote work, online marketing, and other remote approaches to getting work done at a distance. The fact is that Covid-19 changed the whole world.

May 6, 2021

6 Min Read

For Everyone

Getting familiar with Salesforce dashboards

Salesforce dashboard visually provides information- quickly and easily. Dashboards can be created for anything that you are tracking in Salesforce. They can be customized for different business units or job roles. I

April 28, 2021

6 Min Read

For Everyone

Hackathon Highlights: Shipment Scanner

Hackathon Highlights: Shipment Scanner. new API for barcode scanning in Lightning Web Components combined with a third-party library for generating QR codes to create a better way to generate shipping labels and receive packages.

April 21, 2021

3 Min Read

For Everyone

Avoid the Salesforce Data Storage Limit

Use the free Google Drive and liberate your files in Salesforce by an CloudAnswers Google Drive Integration App. Avoid salesforce data storage limit.

January 6, 2021

2 Min Read

For Everyone

Effective data storage in Salesforce for every business size

In today’s digital times, the growth and the future of organizations are highly dependent on their policy to collect, store, retain, access, and use data. What’s more, this enormous volume of data is coming with plenty of challenges like high storage costs, reduced application performance, quality issues, but also security and scalability.Sometimes, when working with Salesforce, the amount of data may grow too big. And for this reason, you have to come up with the right ways to handle such numbers of data, to avoid a degradation in Salesforce performance by optimizing Salesforce data storage.

December 1, 2020

8 Min Read

For Everyone

7 Popular Reporting Apps for Salesforce

Since always proper reports have been a regular source of confusion among sales and marketing reps for as long as the customer relationship management software has been in praxis. Many teams who use the software to track their sales opportunities and activities have ranted about the numerous difficulties in producing reports from their Salesforce sales and marketing data. Let us introduce you the most popular Salesforce reporting apps.

October 27, 2020

8 Min Read

For Everyone

10 CRM metrics you should measure

Customer relationship management, is necessary for enhancing the customer’s experience. Meet the 10 CRM metrics you should measure.

July 17, 2020

3 Min Read

For Everyone

GDPR can turn into an opportunity

GDPR can be a real opportunity for you. To be upfront competitors and building trust amongst your customers, update your website to comply the regulations.

September 25, 2019

3 Min Read

For Everyone

3 fundamental sales KPIs that can be automated - find holes in your funnel

3 fundamental sales KPIs that can be automated. Find holes in your funnel and improve your sales engine by using the right tools.

July 25, 2019

2 Min Read

For Everyone

3 fundamental sales KPIs that can be automated - new opportunities

Learn how to get the right KPIs out of Salesforce. Get to know everything about the top of the funnel health and use it to...

July 8, 2019

2 Min Read

For Everyone

5 tricks to accelerate business with emailed reports using Report Sender

The top 5 tricks to accelerate business with emailed reports using Report Sender. #1 Disseminate Product Updates to Partners...

April 18, 2019

5 Min Read

For Everyone

Lead Rotator Added to PowerPack

#### Lead Rotator added to PowerPack Cloudan...

February 1, 2017

1 Min Read

For Everyone

Case Merge Added to PowerPack

Case Merge added to PowerPack <iframe s...

January 26, 2017

2 Min Read

For Everyone

Duplicate Records in Salesforce

Maintaining a CRM system with accurate data is critical for any business to succeed. Removing duplicates records in Salesforce is one of the easier ways to improve data quality. For those just getting started with duplicate management, start with setting up Duplicate Rules and Matching Rules to prevent or identify duplicates, then figure out a plan to merge them and keep it clean moving forward.

March 24, 2022

8 Min Read

For Everyone

Creating automated reports in Salesforce

Creating automated reports in salesforce. Schedule and send reports to non-salesforce users, to any email, in Excel format.

March 10, 2022

3 Min Read

For Everyone

Marketing campaigns - how to plan, execute and report

Marketing is about establishing objectives and delivering tangible outcomes, not simply flashy advertising and amusing commercials. A campaign may provide quantifiable indications of such results, but only if it is well-designed. The initial step is to define a set of objectives.

September 12, 2021

6 Min Read

For Everyone

How to create a working marketing calendar in Salesforce for your business

A marketing calendar is a written blueprint that keeps your marketing activities on track. With one, it is easier to organize, visualize, and execute your activities. Consequently, it is an actionable tool that works towards achieving goals over a stipulated period.

March 11, 2021

10 Min Read

For Everyone

How to calculate ARR and MRR

How to calculate Annual Recurring Revenue and Monthly Recurring Revenue with Salesforce Data. Focuse on the reports be easily pulled and calculated in Salesforce.

November 5, 2020

4 Min Read

For Everyone

Tips for Becoming a Salesforce Admin

Before starting my career as a Salesforce administrator, I had never even heard of Salesforce. I was just some kid who went to a trade school and worked at Best Buy. One day my dad had told me about this software that he was working with called Salesforce. He told me how you didn't need a college degree, no schooling. All you needed was the dedication to learning the software and $200 to pass the exam.

May 19, 2022

6 Min Read

For Everyone

Sales Activity Reports in Salesforce

Reporting on Sales Activity can be frustrating due to the complexity of capturing and reporting on all the different things going on, but being able to find the pulse of your sales team is priceless. We hope these ideas have inspired you to create some powerful reports. If you have any questions, feel free to start a chat with us - it's on this page to the lower right!

April 21, 2022

7 Min Read

For Everyone

The hidden costs of duplicates in Salesforce

A company's future success depends on making data-informed decisions quickly and effectively. Companies that don't follow these practices may be at a disadvantage. According to reports, poor data management costs organizations an estimated $3.1 trillion in the United States yearly.

April 3, 2022

6 Min Read

For Everyone

The truth about duplicates in Salesforce

How do I manage duplicates in Salesforce? Duplicate records in your database are inescapable - between list imports, employees entering data, and all the automated inbound sources, there will inevitably be duplicate records. It is critical to have a plan to evaluate and correct these duplicates regularly. Salesforce duplicate management offers built-in capabilities to help users avoid entering the same data across several devices or sources. Salesforce's duplication management rules assist in discovering possible duplicate records across accounts (business and person), contacts, leads, and custom object records.

February 21, 2022

7 Min Read

For Everyone

Salesforce Marketing Intelligence Report - Key Insights.

Without question, turning to data to help develop and maintain businesses is vital. Intelligent data is the lifeline and facilitator of success, whether it’s reacting to changing consumer behavior during and after the COVID-19 epidemic...

October 22, 2021

5 Min Read

For Everyone

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

September 18, 2021

5 Min Read

For Everyone

Tips for effective online sales

Technology has changed the approach to daily living. One of the main areas it has significantly impacted is e-commerce across the globe.

June 13, 2021

5 Min Read

For Everyone

Salesforce reports can help your business

A Salesforce report is a document that contains organized data from Salesforce. Salesforce has several options for formatting tabular data within the report. Reports can include charts, graphs that summarize the report data.

April 14, 2021

6 Min Read

For Everyone

Top reasons Why you should use Salesforce for your business?

Salesforce for business is cloud-based CRM software, with standalone applications for sales, customer service, and marketing.

February 18, 2021

5 Min Read

For Everyone

Salesforce Power Admin

Salesforce Admin is the captain for maintaining the business structure and data quality, helping users develop reports, adding fields, running backups.

January 26, 2021

1 Min Read

For Everyone

Salesforce Lightning components overview

What is Salesforce Lightning? Salesforce Lightning is a component-based framework for app development from Salesforce.com that is designed to simplify processes for business users, who typically do not have programming experience.Lightning contains a set of tools and technologies behind a significant upgrade to the Salesforce1 Platform (formal App Cloud), which is the Salesforce mobile app development platform.

December 15, 2020

5 Min Read

For Everyone

Top 10 Salesforce apps of 2020

Businesses use the Salesforce AppExchange to research, download and install apps that can help better run their businesses. Check the list of ten best reporting apps for Salesforce.

October 13, 2020

5 Min Read

For Everyone

Why business owners should know AppExchange?

Business owners, who implemented the Salesforce solution, should be familiar with the AppExchange. Marketplace products and services help organizations configure their CRMs to fit their business needs. And AppExchange is more than business apps only. You can find components, consulting partners, and developers to help you extend the power of Salesforce and run your business with apps.

September 24, 2020

4 Min Read

For Everyone

Waterbury PAL, nonprofit organization, helps more children with Salesforce

Salesforce’s nonprofit success pack allows PAL organization, whose goal is to help kids, to reach their full potential as productive, responsible citizens.

August 18, 2020

3 Min Read

For Everyone

Avoiding Salesforce Report Subscription Limitations

Report Sending limitations in Salesforce. Find out how to walk around Salesforce Report Subscription Limitations. Challenges in reporting.

June 2, 2020

2 Min Read

For Everyone

Why you should use a marketing calendar

Read about the benefits of using a marketing calendar and how to get started. Get some free templates to start right away.

August 27, 2019

3 Min Read

For Everyone

Sales Cycle Lengths

3 fundamental sales KPIs that can be automated - Sales Cycle Lengths. Opportunity age can be quickly calculated as days between CreatedDate and CloseDate.

August 14, 2019

2 Min Read

For Everyone

Winners of the First CloudAnswers Open Hackathon

CloudAnswers open hackathon happens on a monthly basis. Teams are challenged to build apps that are related to Salesforce

January 9, 2019

3 Min Read

For Everyone

Announcing PowerPack AppExchange App

When you have worked in over 100 orgs you get...

November 12, 2016

2 Min Read

For Everyone

Out of aspirin? Reduce headaches with these 5 CRM software Best Practices

We’re not recommending that you can replace a...

October 6, 2016

4 Min Read

For Everyone

What operational metrics should you measure?

Operational metrics are key performance indicators that display a measurable value that shows what's going on in the business in real-time.

September 8, 2020

2 Min Read

For Everyone

Salesforce - Reporting Tips and Best Practices

Reports are needed to understand the data you have in Salesforce or any other CRM. But how the report should be built might be challenging.

August 25, 2020

5 Min Read

For Everyone

Lead Nurturing Checklist

You operate or work within a medium-sized bus...

June 10, 2014

3 Min Read