Our latest article discussed why revenue leakage is a data-related problem and how admins play a crucial role in tackling it with their technical know-how and problem-solving experience. Without complete and up-to-date Salesforce data, you can’t see the big picture of your pipeline, so you miss out on opportunities and
Category: Guest Blog
Let go of Change Sets and Try This Instead
Salesforce change sets are widely used today to move changes from sandbox to production. And why wouldn’t they still be used? In many cases, they provide an easy way to deploy metadata without knowing Git, XML, etc. But once your project or team gets to a certain size, you’ll start
The Salesforce Admin’s Role in Preventing Revenue Leaks
Are you sure that no revenue is leaking from your business? Most likely not, and you have reason to think so. Revenue leakage is a common business problem: 42% of companies leak revenue, according to MGI, and EY says companies lose 1% to 5% of realized EBITA to leakage each
5 Ways to Turbocharge Your Customer Interactions with an Appointment Scheduling Application
In today’s world, customer engagement stands at the forefront of business innovation. The world’s top companies are leveraging scheduling automation and the power of data and analytics to maximize client interactions; having a strong data engine that empowers connections between business teams, prospects, and customers is an absolute must for
How to Solve Top Activity Capture Challenges Salesforce Admin Face Daily
Dreamforce returns in all its glory for its 20th anniversary this year and as a Salesforce partner, Revenue Grid is delighted to share this event with you. Designed for Salesforce users, Revenue Grid helps companies with complex sales scenarios automate activity capture and then identify and eliminate revenue leaks with
Salesforce Workflow Migration: How do you actually do it?
My name is Pablo Gonzalez. I’m the creator of HappySoup.io and have been a Salesforce developer for 11 years. Unless you’ve been living under a rock the last few months (and I won’t judge if you have!), you may have heard that Salesforce has plans to retire Workflow Rules and
Create Salesforce Leads from Emails with Match My Email
Match My Email adds another feature that Einstein Activity Capture lacks. If you ask B2B buyers what their preferred method of communication is, 62% pick email. Now, look at your team: how do they communicate with prospects? Chances are, you’ll find that most of your sales conversations take place over
Salesforce Smart Testing Best Practices with Panaya Foresight
One of the best parts of Salesforce is its out-of-the-box features that can be easily tailored to meet the specific needs of your business. But while it may be easy to update a new sales process or create a custom layer of code in Salesforce, the real challenge is making