Topics
Lightning Conversion
A large number of companies are interested in Salesforce’s new modern user interface, Lightning – but hesitant to make the transition. It may be that you’re already comfortable with the Classic experience and don’t want to “rock the boat” for your current users. Our team can assist with all levels of the conversion effort – walking you and your team through the UI, highlighting the exciting Lightning-specific features, and creating easy-to-understand guides that outline your specific use cases.
Are you "Release Ready"?
Several times a year, Salesforce schedules releases to roll-out new innovations that help empower their users. Making sense of all the changes & improvements can sometimes prove to be challenging – that’s where we come in. We can help you understand what new improvements may benefit your current org (such as Einstein enhancements,
Time to Spring Clean your Organization's Data!
Over time your company will begin accumulating large amounts of data, which can be counterproductive
if significant portions of that data is bad, incomplete, or corrupt. Now is the time to go back
and give your data a deep cleanse. We can review the health of your company’s data & help create
strategies to get you back on track.
if significant portions of that data is bad, incomplete, or corrupt. Now is the time to go back
and give your data a deep cleanse. We can review the health of your company’s data & help create
strategies to get you back on track.
Transform Your Teams Work Through Productivity Integration
One of Salesforce’s latest acquisitions includes the productivity suite – Quip. Quip is an integration tool
that has the capability to enhance the manner in which your teams collaborate together, in many ways.
For example, team members no longer need to worry about email to each other – it creates a habitat to
share and discuss your work in one place. It also allows you to run your projects with complete
transparency, everyone on your team has visibility, access, and the tools they need.
that has the capability to enhance the manner in which your teams collaborate together, in many ways.
For example, team members no longer need to worry about email to each other – it creates a habitat to
share and discuss your work in one place. It also allows you to run your projects with complete
transparency, everyone on your team has visibility, access, and the tools they need.
Get to Know Salesforce Einstein!
Salesforce has created a new tool to allow users to be smarter at every turn with Salesforce Einstein. Einstein is artificial intelligence (AI) built into the core of the Salesforce platform - providing advanced predictive capabilities for sales, service, and marketing. If you're working in sales, Einstein helps by automatically capturing sales activities and logging customer data - and in turn anticipates next best practices.
Unlock Your Potential With Marketing Automation Tools
Automating your marketing efforts is a great way to connect with your customers at exactly the right time, with the right content, through the most effective channel. Using your Salesforce.com platform to help drive your marketing campaigns, can help you achieve all of those goals. We here at DLH Consulting have the experience you need in getting marketing results. Maybe you want to build a robust email marketing campaign, through intuitive email templates that provide a personal touch.
Web to Case - Integrating your web forms with your Salesforce platform
Web-to-Case is a great tool to help integrate your Salesforce platform with your company’s website. If you have customer’s entering and submitting forms on your website, why not send the data directly to your Salesforce platform rather than a customer service mailbox? By setting up Web-to-Case, you can ensure that all customer cases are clearly logged, save your sales reps time by eliminating the manual process, and track the overall life of the case.
Gain Analytical Insights and Increase Sales Productivity with Geopointe for Salesforce
Geopointe for Salesforce provides location-enabled proximity searching, optimized routing, territory management, demographics and more so you can increase sales and make your sales team more productive. Current Geopointe features include:
- Maps of your data anywhere in the world
- Advanced routing, Optimization and Navigation
- Territory Management, Geo-Analytics & Advanced Visualization against Big Data
Streamline Actions in Salesforce with Custom Buttons & Links!
By creating custom buttons and links, we can streamline actions within your Salesforce or integrate Salesforce data with external URLs, applications, or systems – to suit your business needs. Maybe you want a link between two separate objects or something as complicated as pre-populating a lot of fields on a new record on a different object.
Adding an Email Signature Field to Salesforce Email Templates
Most companies send out marketing emails to their contacts and leads. By adding an “email signature additional info” field you can put additional information you would like displayed in your signature and add it to your email templates quickly and easily. This field will allow you to dynamically merge by user and improve the quality of your email templates!
Salesforce Gamification
Most companies send out marketing emails to their contacts and leads. By adding an “email signature additional info” field you can put additional information you would like displayed in your signature and add it to your email templates quickly and easily. This field will allow you to dynamically merge by user and improve the quality of your email templates!
Every great sales person has the competitive gene in them, and by utilizing gamification, you can help motivate and drive your sales people to reach new heights. Gamification helps gauge sales performance, track sales statistics in real-time, and highlighting your top performers for all to see. Monthly or quarterly leaderboards can showcase who on your team is excelling at a high level & motivate the rest of the team to join them at the top.
SFDC Process Builder
By using the Process Builder tool within your Salesforce instance, we can help automate all of your
workflow actions & business processes. Some of the automation features include: creating new items
based off certain criteria – such as creating new records, creating new chatter feeds & pushing to a
specific group or feed, creating approval process, as well as consolidating individual workflows into one
process.
workflow actions & business processes. Some of the automation features include: creating new items
based off certain criteria – such as creating new records, creating new chatter feeds & pushing to a
specific group or feed, creating approval process, as well as consolidating individual workflows into one
process.
Customize Your Salesforce Email Templates
Are you looking for a way to enhance the overall look and feel of your Salesforce email templates? Tired of the out of the box design? We have just the solution for you. We have worked with several companies to increase the quality of their marketing email templates within Salesforce. We can custom fit your marketing emails to have a cripser, cleaner look for your company
Importing & Exporting Data in Salesforce
Whether you’re looking to import a large amount of data into Salesforce, export from Salesforce or simply delete a large quantity of data, we have the solutions that can ensure the process is quick and secure. There are data loading tools available to our consultants that can utilize intelligent datamapping, keyboard shortcuts and search filters, to ensure your data is sent to its intended destination.
Reporting Snapshots
Reporting Snapshots let you report on historical data. Authorized users can save tabular or summary report results to fields on a custom object and then map those fields to corresponding fields on a target object. They can then schedule when to run the report to load the custom object's fields with the report's data. Reporting snapshots enable you to work with report data similarly to how you work with other records in Salesforce.
Google & Outlook calendar sync with Salesforce
By syncing your Google or Outlook calendar with your Salesforce instance, you can track all your events and activities in one calendar. Many times trying to book a meetings requires multiple emails to figure a time and day that works. With calendar sync, you can quickly see your availability and so can all parties involved!
CTI Integration
If your sales team relies on phone calls to reach your prospect of client base, a Computer-to-
Telephony (CTI) application (integrated with your Salesforce cloud) could be the perfect solution for you.
Telephony (CTI) application (integrated with your Salesforce cloud) could be the perfect solution for you.
Linkedin Contacts to Salesforce for free!
For many business professionals, Linkedin is an integral networking tool used to reach all sorts
of customers. By using a free “Export to CRM” plug-in tool, we can seamlessly bring your Linkedin
contacts to your Salesforce instance, with the click of a button.
of customers. By using a free “Export to CRM” plug-in tool, we can seamlessly bring your Linkedin
contacts to your Salesforce instance, with the click of a button.
How SFDC Trailheads can enhance Salesforce knowledge
Have you heard of using the SFDC Trailheads to better your overall understanding of Salesforce? There are over 25 trails and 90+ modules ranging from Beginner all the way up to Expert level that will help you sharpen your Salesforce skills and enhance your knowledge
Salesforce-Gmail Integration
Salesforce App exchange offers a wide range of solutions, for bringing your Gmail inbox right into your Salesforce instance. By evaluating your specific needs, we can help deliver the Gmail integration that best fits your business needs.