Working primarily with small businesses, a common objection we hear in relation to investment in Salesforce.com is that of 'budget'. Here are a few areas to evaluate when considering spend on Salesforce.com CRM:
As a small business ourself, we completely understand budgetary concerns and constraints. However, without investing in Salesforce, Cloudtopia are confident that we would not be able to connect with our customers in the way that we do now.
Whatever your motives are for wanting to build a presence in the Salesforce ecosystem, there are a number of easy ways to get recognised. In this post we're going to explain our recommendations for how to get started.
1. Global Actions
Prior to lightning experience enablement in Winter '16, I used to use a handy trick when demonstrating the Salesforce One mobile application to prospective clients. By simply appending '/one/one.app' in the url you could view the application in your browser. e.g. https://ap1.salesforce.com/one/one.app
This was also useful when running training sessions via a large monitor or projector. It would be quite difficult to demonstrate to a room of people using a mobile device.
Today is the 10th birthday of the Salesforce AppExchange and to celebrate we'll be reviewing our top 5 favourite free applications available. AppExchange applications can be really helpful in a number of scenarios. Whether it's; addressing a Salesforce limitation, extending the functionality of your org or simply a nifty 'nice to have' app then the AppExchange should be your first point of call....