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Oct 2016Webform to custom object in Salesforce
We already had one post on this topic – Webforms and Salesforce, it provides general advice on how to take a decision about your solution design. We would love to provide not only a free advice but also a free solution to one of the biggest problems we have faced ourselves while working with customer requirements and Salesforce custom objects. That is why we would...
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02
Oct 2016How to edit the horizontal tabs list in Salesforce lightning winter 17
It was only recently when we found out that one of the salesforce sandboxes has been updated to winter ’17 and we were not able to locate how to edit the tabs in the app we have chosen. If you and your users know Salesforce Classic, the updated navigation model will feel very familiar. Your existing custom apps from Salesforce Classic will automatically work in Lightning...
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29
Aug 2016Webforms and Salesforce
Salesforce supports a few default Web – to – functions which can link your web-content to salesforce Standard Objects Leads and Cases. In our practice a lot of times we are facing customer requests that would require to use the same functionality or slightly different where we need to evaluate the customer options for success. Here are some of the points to consider when taking the...
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Mar 2016Salesforce data migration
At CC Smart Solutions , we are experts in migrating data from any source into Salesforce. Usually such activities are performed at the end of the project implementation. However, this was not the case we ran into recently. We had a big number of customer data with thousands of accounts and tens of thousands of contacts related to them. The challenge: thousands of accounts with:...
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21
Feb 2016Managing warehouses and inventory in the cloud has certain challenges like stock quantities, asset vs products decision, items vs assets decision. Assets with the same SKU Id but different or the same asset Id numbers. Our inventory management system will get even more complicated by multiplying all warehouses records in three types and location which would force us to search for a scalable solution that...
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10
Jan 2016A new business case
A new business case was assigned to CC Smart Solutions to develop and implement a Force.com App for the needs of Sales and Marketing activities and move from tons of paper, Excel sheets and an Access-database into one common web-based sales and marketing database. A small app for inventory management will also be part of the project. List of challenges accepted: Business analysis – analyze...
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12
Sep 2015Salesforce automation
At CCSS we work with our partners to design and develop Salesforce Sales Cloud solutions that maximize the effectiveness of their sales and marketing functions in identifying, attracting and retaining profitable customer relationships. Our consultants bring expertise managing complex sales models, including direct and multi-tier channel interactions, allowing sales organizations to more effectively create closed-loop processes from lead generation through opportunity, forecasting and pipeline management,...
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12
Sep 2015Sales efficiency
When Did You Last Calculate Sales Efficiency for Your Organization? One of the best ways to increase sales is to entice sales reps to work harder. If the majority of your team is already working really hard, a good next step to extract more success is to help them work smarter. Good tools can help you calculate sales efficiency so that you can identify areas...
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12
Sep 2015Operational efficiency
Most businesses recognize the need to achieve greater efficiency as one of their prime goals. To help reduce costs and increase productivity, firms must have the right sustainable processes and procedures in place. Firms also need to keep up with regulatory changes and be able to respond during audits at all levels of the organization. Employing the right networks, tools and consulting expertise can go...
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12
Sep 2015CRM Consulting
Today, customer expectations in the marketplace fly sky high, leading to unstable customer retention. As a result, every company is addressing how it interacts with its customers to preserve and improve customer retention. Companies have banked on technology implementations to save the day, but often have been unsatisfied with the outcome. At CCSS we use an integrated approach to customer relationship management (CRM) technology implementations to...
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