The Most Important Salesforce Terminology You Should Know

Salesforce terminology follows its own original style which could throw new users off a bit when trying to find their way around the terms. To make things a little bit easier we at SalesFix have put together a list of more commonly used terms

Best Practices for Deleting and Maintaining Salesforce Data

The Salesforce CRM is an excellent resource for businesses to keep a record of client data and use that data effectively. However, it is important that Salesforce data be reviewed occasionally and kept up to date. Doing this can be time-consuming, and if not done systematically, can result in prolonged downtime. Here we discuss the best practices for deleting and maintaining Salesforce data so that the process is quicker, more efficient and with fewer to no errors.

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?