Why SalesForce Lightning is The Future of Sales and Productivity

Salesforce Lightning is a world leading CRM for businsess of all sizes. Find out how implimenting Salesforce Lightning for your business can lead to valuable results.

How Effective CRM System Implementation Can Help Sales Teams

Any organisation needs to have systems in place to maintain optimal efficiency. This is particularly true when it comes to the sales staff. Without an effective Customer Relationship Management (CRM) system in place, you are bound to lose organisational efficiency.

3 Reasons you need to check the health of your CRM

Is it time for a CRM check-up? A CRM is an essential tool to stay in contact with your customers. Storing customer information allows the company to anticipate their needs,… Continue reading 3 Reasons you need to check the health of your CRM

Summer 18 Release

With the recent Summer 18 Salesforce now fully deployed in Production orgs, we’ve picked a few key highlights we’d like to bring to your attention.

Why we love Trailhead!

Trailheads are a great learning tool for anything Salesforce related (and they are totally free) where you can learn lots and lots of stuff for your role or your business.

Salesforce Foundation – Not for Profit Edition

Salesforce are committed to ensuring their platform can be used successfully across many different industries, including the Not for Profit Sector.

Creating a Customer Journey

Customer Journey: What can it do for you?

Logging Calls, Tasks and Notes – what is the best tool?

Salesforce Call Log, Chatter, Task, or Note – Which Salesforce record system is best? Salesforce provides a myriad of ways to record interactions with customers. You can log calls, create… Continue reading Logging Calls, Tasks and Notes – what is the best tool?

SalesFix deliver a winning story about why we Pledge 1%

We pledge to help others

Momentum MYOB ERP and SalesFix CRM integration

We believe in working with partners who understand our purpose, they have the same vision and values as we do and a driving force that spurs them on, along with… Continue reading Momentum MYOB ERP and SalesFix CRM integration