CRM Pro Tips @CRMProTips
Follow to learn how to keep your CRM clean, automated, and user friendly. - 🚀Helping Current/Future Salesforce Pros Get Their 1st Certification crmprotips.gumroad.com Joined July 2023-
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Once your CRM gets larger than a few users (10-20), it's a good idea to have an integration-only user. Tying all of your automation to a user license makes it really confusing to troubleshoot. For example, if an important field on a record is changed incorrectly, but the 'Last…
This Friday!! MVP Office Hours (US) Friday, May 3, 2024, 2:00 pm ET Register: bit.ly/MVPOH #ProblemSolveTogether
Great list! Anyone actually writing Alex Trigger names with 255 characters?👀
Great list! Anyone actually writing Alex Trigger names with 255 characters?👀
When planning the permissions in a CRM, use the 'Principle of least privilege' (PoLP). This basically states that any abstraction in a system (user, program, automation, etc.) should be able to access ONLY what it needs to. It seems obvious, but many software systems come out…
How to design a terrible CRM: -💻Have no duplicate management -📝Require a minimum of 50 fields to be filled out on any kind of record before it can be saved -📈Only make KPI reports visible to management so that reps have no idea how they're doing until end of quarter
Here are 5 ways to instantly impress when you have a new CRM admin job: 1. ☎️Talk with as many end users as you can to understand how it's being used 2. 💻Keep a list of anything you do manually twice, and start to automate them 3.💽Do an exhaustive review of all of the…
#1MinuteTip In #Salesforce, when you click on a lookup field, there are two values that are displayed. The “Name” field of the lookup object and a second field. So, how do you change the 2nd value displayed in lookup field? Here's how 👉 bit.ly/3xL9pVB
🤖Useful Marketing Automation: In our Salesforce Org, Marketing requests similar campaign member statuses for each type of campaign (Email, Webinar, Tradeshow, etc.). Problems downstream if the campaign statuses aren't added. The fix? A simple flow that adds usual statuses to…
Fastest ways to lose end user trust: -Duplicates -Unhelpful, confusing error messages -Complicated forms with lots of fields -Duplicates -Automations that don't work consistently -Lack of clear KPI reporting -And....duplicates👀
Lead qualification rules are the lever to connection rates. When it's easy for leads to get into the system, the sales/marketing team will be able to make fewer calls per lead because of the increased volume. Most leads won't answer on the first couple of calls, so your…
📰Easy SOQL query to get a list of duplicate contacts in Salesforce: SELECT email, COUNT(id) FROM Contact GROUP BY Email HAVING COUNT(id)>1 ORDER BY COUNT(id) DESC Just hope you don't get an error that mentions needing queryMore() 😃
Unlock the Power of Salesforce Flows with Trailhead 🚀 Dive into our latest blog post for a comprehensive guide on the best basic Flow modules. From Flow Builder Basics to advanced automation techniques, elevate your admin or developer skills! salesforcebreak.com/2024/04/11/bes… #Salesforce
Automation can be your worst nightmare or your best friend. Great thread on Salesforce-specific tips
Automation can be your worst nightmare or your best friend. Great thread on Salesforce-specific tips
If you manage a CRM, here’s how to keep duplicates out of your database: -Every time you or another user finds a duplicate, make a note of what initially alerted you -Keep a running list of these duplicate ‘flags’ (same email address, same last name at the same account, etc) that…
Difference between Lookup and Master-Detail relationships in Salesforce(similar ideas in other systems as well): -Child records in a MD cannot exist without a parent. When the parent is deleted, the children are deleted as well -Lookups can be optional. You can control whether or…
There is no reason that there should be multiple contacts with the same email address in a CRM. Your database will have a duplicate problem very soon. Believe me now and save yourself a lot of headache later
CRM failure rates are super high - for good reasons "How to Avoid the CRM Circle of Doom" Or don't blow your CRM into the #Cloud - Here's how linkedin.com/feed/update/ur… … #CRMSpaceinfo #CRM #Salesforce #Dreamforce #business #salesenablement
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The time for human-centricity is now. It has always been "now". Here's my latest article for DevOps Digest on how to get there 🚀🤝 devopsdigest.com/how-organizati…
May the month be filled with joy, successful business deal, more sales, financial breakthrough and success in all we do. Happy new month fams 🫶🏽
You wouldn’t last an hour in the asylum where they raised me… #salesforce
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LinkedIn is the best and most underutilized sales CRM in the world. I can: 1. Find all my prospects in one place 2. Create a list based on a specific ICP 3. See what they care about and what they’re posting about 4. See who they’re connected to for potential introductions 5.…
If apple revamped notes into a notion like system and allowed developers to contribute / sell components they’d be onto something there.
This Friday!! MVP Office Hours (US) Friday, May 3, 2024, 2:00 pm ET Register: bit.ly/MVPOH #ProblemSolveTogether
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I would like to announce my retirement from Salesforce partner side certifications. I finally had enough with the nonsense. No more for me until they redo/retire the current solution. Bye. 👋 @partnerforce
5 Essential Keys and Signs of an Expert Salesforce Developer youtu.be/dyR_ObFXe0k?si… via @YouTube
Visualize yourself reaching and surpassing my sales targets. This is fuel for your motivation.
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