Take your CRM to new heights by creating amazing sales dashboards using CRM and data analytics.  Sales people are often short on time and patience.  They will stop using a CRM if meaningful data is not available at a glance.  When CRM dashboards fall short, data analytics can be used with your CRM to create…

Best Practices for Driving CRM Success from an expert with 150 implementations. “75% of CRM users just wished their CRM system worked better.” *   CRM systems such as Microsoft Dynamics 365 and Salesforce continue to enhance their products with new features, which can offer substantial value to an organization. Why do so many…

Achieving high CRM user adoption rates is paramount to the success of any CRM.  When poor user adoption occurs, frustration mounts at every level of an organization.   Why does this happen and how can it be avoided?  This blog addresses common reasons for poor user adoption and best practices for avoiding it. What Causes Poor…

Salesforce can be setup as as Single Sign-On (SSO) Identity Provider (IdP).  Single Sign-On allows users to access all authorized network applications and resources without having to login into each network separately.  Part 1 of this blog focuses on how to configure Salesforce as an Identity Provider.  Part 2 will show how to implement Salesforce…

At Dreamforce in September, Antero presented a highly rated talk entitled: A Pocket Guide to Lightning UI Customization.  Our objective with this presentation was to help users be better, faster and stronger with the Lightning experience by learning how to navigate the Admin area and platform tools.  This 35-40 minutes video covers how to: Find…

Dynamics CRM 2016 has a great new feature called “Document Templates”, which allows Users to use entity relationships to merge data and generate documents in Word and Excel. Although the relationship can only go one level deep, it is a vast improvement from older versions of CRM, which only allowed entities to be associated to…

In Part 1 of this blog, I covered the Basics with regard to CSS. This blog will walk you through the process of adding borders and colors to forms in CRM 2013 using a .css file (Cascading Style Sheets). Styles are normally saved in external .css files. External style sheets enable you to change the…

In my last blog, I reviewed a new feature called “Themes” in CRM and walked through the process of using them to add colors to borders, fields and fonts. In this blog, I will show you how you can take this one step further and add a logo to your CRM to make it feel…

Salesforce’s Marketing Cloud allows you to create and sending emails to the masses or to individuals.  Because this application has a plethora of features we are going to cover them in a blog series.  This is the 3rd blog in the series.  We are going to cover how to upload images, create a template and…

This is the 2nd blog in the series.  We are going to cover how to create a list in the Salesforce Marketing Cloud and how to import subscribers to the List.  Lists can be used for sending an email from the Marketing Cloud. Building a List in the Marketing Cloud From the “Email” Area Select…