The 3 “Pain Points” of Salesforce User Engagement (And What You Can Do About Them)

So you convinced the Powers That Be that Salesforce is the enterprise-level answer to all your business’s needs. You signed the paperwork, engaged a Partner to help you implement the… Continue reading The 3 “Pain Points” of Salesforce User Engagement (And What You Can Do About Them)

Secrets of Change Management Part 3

Planning For Change Planning for change involves high-level thinking and management skills. Keep in mind that people experiencing change will be more likely to embrace the change when they understand… Continue reading Secrets of Change Management Part 3

Salesforce Campaigns With FormAssembly.com

Salesforce Campaigns for Event Management A question we are frequently asked here at SalesFix – “How can I email an invitation with RSVP to my database and track and record… Continue reading Salesforce Campaigns With FormAssembly.com

Listme – a Chrome Extension for Salesforce

On any one Salesforce day, I frequently find myself needing to return from a Salesforce record to its respective list view. List views are useful for all sorts of things… Continue reading Listme – a Chrome Extension for Salesforce

Desk.com or Service Cloud?

Salesforce.com offers two case management solutions, Desk.com and Service Cloud. But how do you know which product is right for your business? Part 1 of a series of 3 blogs… Continue reading Desk.com or Service Cloud?

What is Salesforce?

This blog will focus on the basics: What is CRM, Salesforce CRM, and the Cloud? It will also introduce a few other products within the Salesforce product portfolio.

Managing Inactive Contacts in Salesforce

We often get asked our advice on how to best manage inactive Contacts in Salesforce as they may have either left their employment and need to be ‘reassigned’ to a… Continue reading Managing Inactive Contacts in Salesforce

Salesforce Verification

Salesforce Verification Page Highlighting Certified Professionals Salesforce recently announced a new Certification Verification page that will provide Certified Professionals a way to highlight their expertise and make their certification visible… Continue reading Salesforce Verification

Worried About Software Upgrades?

Software Upgrades – What a Drag? Or Are They? I’m sitting on a flight from BNE to MEL thinking about all the exciting things coming up. Meeting with a music… Continue reading Worried About Software Upgrades?