Rallying donors, engaging with your community and hitting your fundraising targets isn’t easy when you’ve got hardly any time, resources or IT budget. And even if you were to install new technologies to help you overcome your everyday challenges, the chances are they won’t be tailored enough to suit your specific organisation’s needs. The struggle is most certainly real for nonprofits doing demanding, important work with limited resources. Could Salesforce be the answer?
Salesforce is obviously a powerful tool for your sales team to manage contacts and orders, but you’re probably using a couple of other systems or applications to manage your business. Perhaps you’re using dedicated ERP system, such as Sage 200 / 300, or an accounting package, such as Sage 50.
The challenge that arises from this scenario is the disconnection between the systems and lack of data sharing. It can deprive Salesforce users of critical information required to drive sales and revenues, and can cause a significant amount of repetitive, bi-directional data entry.
Spring is coming! Despite feeling like winter hasn’t really got going yet in the UK, a new Salesforce release is just around the corner. Here are our picks for the most interesting and exciting elements of the Spring ‘19 release.
As usual, please take all of these with a healthy pinch of salt, as they aren’t set in stone and may be subject to change ahead of go-live. We’ve broken the highlights down into three sections; for users, for admins and for developers.
A dilemma: to buy a purpose-built app that already exists on the market, or to build a custom solution? Salesforce themselves absolutely rave about the AppExchange, where you can find a whole host of features that can be seamlessly integrated into your CRM. But what if you’ve been toying with the idea of building something a little more tailored instead of buying? Here are some things to think about before deciding what’s best for your business.
The AppExchange has over 3,400 Salesforce apps available, with over 5 million installs. No wonder people get overwhelmed with the amount of choice. It’s easy to get caught up with the excitement of new technology, but it’s also super important not to get too carried away. To help, here are some things to think about when planning your app installations.
“It would be great if we could create folder hierarchies for Reports, Dashboards, Documents, Email Templates etc. I have had many, many Salesforce users and admins request this feature. It would especially make the Reports tab a lot easier to navigate, and would help administrators be able to keep analytics better organised and easier to find — which would greatly help user adoption.”
This is one of the many requests sent to Salesforce from users regarding the desperate need for subfolders. Though it’s not the most exciting of updates (I mean, come on… it’s folders) it’s certainly one of the most overdue. Reports is an overwhelming area in Salesforce, especially if you’re an administrator viewing everything at once. But thanks to the Salesforce Summer ’18 release, organising your content is easier than ever. With subfolders in Lightning, you can now quickly create a logical structure for your report and dashboard folders. They can be organised by region, role, function, or whatever makes most sense to you. Easy peasy.
If someone mentioned APIs to me a few years ago, I’d have assumed it was some kind of beer. Of course, API actually stands for Application Programming Interface — which help web applications to talk to each other. Combined with Salesforce, these can help your business securely connect to a huge array of applications that can be extremely useful to your Sales, Marketing and Service teams. So, no Emily, they’re not a tasty beverage you can have watching the England game tonight. They’re a smidge smarter than that…
Last week, Elad Cohen from Apttus came along to our Salesforce User Group to give a talk about their latest developments in AI. During his demo, he revealed that it’s a lot more than the standard chatbot we initially thought it would be. Say hello to Max!