All Posts By

Sierra Myers

Custom Field Mapping in Salesforce

Where did my field go?

One common issue our clients have is they are unable to track where their fields are going to when they convert a Lead into a Contact, Account or Opportunity. Whenever you have a custom with a lead, you can direct to see where that value goes to when you convert it.

Follow along with John and use this article as your guide: 

Let's get started!

  1. In your Lightning Home Screen, click Setup

  2. Type ‘Object’ in your Quick Find box and select Object Manager

  3. Scroll down and click Lead.

  4. From the details panel select Fields & Relationships. 

Step One: Choose your field

  1. In Lead, click on the your field.

 In this example, we are going to click on Vivian’s Store Locations

Step Two: Verifying

  1. Click, Object Manager. 

  2. Click Account.

  3. Select Fields & Relationships.

  4. Make sure you have the same field in your Account as your Lead Object. 

Step Three: Back to Leads

  1.  Go back to Lead.

  2. Click Fields & Relationships

  3. On the upper right hand corner, click Map Lead Fields.

Step Four: Map Field Lead

  1. Once you click on Map Lead Field, you are going to click on Account Field.

  2. Select your Field.

  3. Click Save.

Now when you go through and convert the Lead into Account, Contact, or Opportunity, it will bring back value over and put that on the Account Object as well.

If you do not know where your mapping is going to, you are going to lose value and not know where your data is going. This is a good way to check to see where your data is going. Give it a try! 

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 Contact us today and let’s clean up your data!

Do I need a CRM tool?

Person holding board with flows

Do I need a CRM Tool?

At CRMD, the core of our business is CRM – it’s in the name! We are dedicated to getting your company up and running with the best CRM technology out there. A good CRM system can help organize your data and facilitate collaboration, driving greater sales and higher retention rates. So if you have found yourself asking “Do I need a CRM tool?” keep reading to find out!

Person holding board with flows

Here’s a list of eight reasons why you need a CRM tool for your business. If you are unfamiliar with CRM or need a little more information, check out What is CRM? A Quick Guide to Success. 

1. Lead Management:

Route new inquiries to the right people for appropriate follow-up. Set reminders and tasks to ensure that they don’t get lost and that “hot” leads are fast-tracked through the sales process.

 

2. Aggregate Data:

This is the big picture data for your business. Whether your company needs monthly or yearly metrics, the ability to aggregate data from a variety of sources will help you keep your finger on the pulse of your business. Examine trends, identify patterns, and track overall growth using out-of-the-box reports and dashboards.

 

3. Improved communication across your organization:

CRM systems like Salesforce offer native tools for internal communication. For instance, Salesforce Chatter allows users to easy share data, organize conversations by departmental groups, and post polls for employee feedback. Say goodbye to email threads that get lost in the shuffle. 

 

4. Scalable tool for growth:

A good CRM tool will grow with your business. You should feel confident that the tool you are using will support you whether you have 20 users or 50,000+.

 

5. Centralized customer information:

The ability to centralize customer information allows you to to get a single view of the customer. 87% of executives are not highly confident they are leveraging all available customer data, according to Forbes Insights/Treasure Data Survey. By putting all your data in one place, you can personalize your interactions and deliver best-in-class experiences to prospects and customers.

 

6. Cost Savings:

Companies that move to a CRM tool end up saving on costs from improved efficiency, from faster data-driven sales cycles to less time spent on manual data entry and reconciliation. It’s a win-win.

 

 7. Time Savings: 

Focus on the big picture by taking advantage of CRM automation to fill out data sheets, run reports, and send email notifications at key milestones. No more wasting time over monotonous, repetitive tasks — let your CRM do the heavy lifting.

 

8. Streamline your sales process:

A CRM tool is there with your sales team throughout their entire journey. This allows your team to have defined roles and clear objectives, giving you the ability to program customer-related tasks and assign them to different members on your team. No lead gets forgotten, no customer gets ignored.

If you don’t have a CRM tool in place, no need to fret. Like a lot of businesses you might be thinking that a CRM tool isn’t for you for many reasons. Cost, aversion to change, lack of total user adoption. We are here to reassure you that getting your business up and running with a reliable CRM tool can be quick, easy, and affordable. At CRMD, the CRM is right in our name! We are committed to getting your business CRM needs on track with little downtime. Schedule a meeting with us today and let’s get started!

What is CRM? A quick guide to success.

Phone, Watch, Laptop on a clean white desk.

What is CRM?

A Quick Guide to Success

As a society we have made quantum leaps, hurling ourselves into the pinnacle of technology. Everyday there is some new advancement that claims to make our lives easier and our efforts minimal. We love learning about new ways to increase productivity, ensure accuracy and efficiency. CRM tools are a great example of how the advancement of technology has greatly improved how we think about our business. This article will breakdown exactly what CRM tools do to improve your business and get you thinking about steps to take to resurrect your company’s CRM efforts.

Phone, Watch, Laptop on a clean white desk.

What is CRM Technology?

CRM tools help your business analyze, organize and aggregate your business’ customer data. This gives you insight on how to better manage your customer relationships. The data is collected between various touch points and channels. CRM tools store important information such as personal data, demographics, purchase history and so much more. This knowledge allows you to better cater to your customer needs and even anticipate their next purchase move with predictive technology. 

What does a CRM do?

Think about your companies data for a second. Where is it located? Are you able to easily access it with a few clicks of your mouse? Are you scrolling down an endless Excel spreadsheet just to find a customer? Are you even keeping and organizing your customer data? If these questions started to make you feel uneasy no worries, there’s a CRM for that. 
CRM systems are relevant across all departments including Sales, Marketing, Human Resources, IT, the list goes on. Simply put, A CRM system helps collect prospect data, track customer interactions and shares this information across your company. A CRM allows you to manage customer data and see business growth. 
A CRM system puts all of your customer information into one place. Allowing you to treat the customer like family and personalize each interaction. This guarantees that data is relevant and up-to-date, so your customer feels like an individual and not just part of the crowd. Ensuring seamless follow-ups and plenty of opportunities to close and grow deals all while strengthening your relationship with your customers.

Key Features

Content
Management

Segment your customers into groups to better organize and cater to their needs. 

Sales
Analytics

By analyzing your past data a CRM system helps you compile data from your social channels, website traffic and polls. This give users the option to make better choices in the future based on data from many different company sources. 

Mobile
CRM

Odds are you have a mobile device. The ability to check your CRM tool directly on your device means that you are receiving minute-by-minute updates so you can serve your customers instantly, making everyone happy!

Sales Force
Automation

Who doesn’t love instant gratification? With CRM tools the ability to automate certain aspects of your sales process mean that your employees are able to tackle more complex and detail oriented tasks. Automation helps in more ways than one, such as follow-up emails,order processing, inventory control, outgoing calls and so much more. 

Internal Chat
Integration

With internal chats built directly into CRM tools your company is able to easily connect with each other. This eliminates the need for messy email chains and allows users to quickly revisit something directly in the chat.

Email MarketingIntegration

CRM systems like Salesforce offer a robust Email Marketing solution. Allowing you to create template and schedule your email blasts all in one place.

What if my company doesn't have a CRM system in place?

If you don’t have a CRM tool in place, no need to fret. Like a lot of business you might be thinking that a CRM tool isn’t  right for you. Cost, aversion to change, lack of total user adoption are all viable reason to wave off CRM tools. We are here to reassure you that getting your business up and running with a reliable CRM tool can be quick, easy and affordable. At CRMD the CRM is right in our name! We are committed to getting your business CRM needs on track with little down time. 
Not sure if a CRM is right for you? Check out this article to help you answer the question “Do I Need A CRM Tool?” For those who need a little more answers schedule a meeting with us today and let’s get started!

How To: Create Picklist Fields in Salesforce

There have been a lot of requests recently to help clients clean up their data. We have a lot of clients who struggle with erroneous field values and they really want to drill down and make sure that they’re all consistent. So a great way to do that is with Picklist fields. Picklist fields let your users select values from lists that you define. This helps simplify data for quick and easy access. We use cookies for our example but Picklists are unique to your needs. Follow along with John and use this article as your guide: 

Let's get started!

  1. In your Lightning Home Screen, click Setup

  2. Type ‘Object’ in your Quick Find box and select Object Manager

  3. Scroll down and click Lead.

  4. From the details panel select Fields & Relationships. 

  5. Click New. 

beverage-black-coffee-brewed-coffee

Step One: Choose field type

  1. Choose Picklist from the options and click Next.

Step Two: Enter the details

  1. Enter, Label Name.

  2. Since we are creating a custom Picklist we are going to select, Enter values, with each value separated by a new line.

  3. Enter Values. 

  4. We want to get through the basics and don’t want our users to create their own values, check Restrict picklist to the values defined in the value set

  5. Click Next.

Step Three: Establish field-level security

  1.  Choose from the options of users who are able to see and edit this field. Click Next.

Step Four: Add to page layouts

  1. Determine what page layout this Picklist is going to appear. Your page layout should be created in order for it to appear in this list. 

  2. Click Save.

Let’s take a look at what we have done. We are going to check out one of our records to see our Picklist in action.

  1. Under All Items, Click Leads

  2. Click the down arrow next to Recently Viewed.

  3. Select All Open Leads.

  4. Select a Lead from your list.

  5. Select Details and scroll down to Cookie.

Give it a try! Select your Cookie of choice hit Save and throw yourself a party, because you just created a Picklist my friend. See you next time! 

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Too many Picklist Fields? No worries, we love that stuff. Contact us today and let’s clean up your data!

Is it time to turn on the Lightning Experience?

There is a storm coming late October 2019…and we see Lightning.  Beginning Winter 20’ the Lightning Experience will be turned on for all orgs. At this point, it is not a question of ‘Should I make the switch?’ it’s ‘How’ . On October 12, 2019, the update begins auto-activating. If you are still holding strong to Salesforce Classic, hear us out for a second. We understand that there is nothing more frustrating than getting used to something and like a bolt of lightning it’s gone (ha!). However, more organizations are switching to the Lightning Experience and are better off doing so. Technology is constantly evolving and Salesforce is at the forefront of those changes,they don’t call it the Fourth Industrial Revolution for nothing.

Lightning Experience Dashboard, Showing The Many Ways That Salesforce Lightning Can Be utilized. On Tablets, Mobile Devices, Smart Watches and More.

THE NEXT LEVEL OF SALESFORCE

The promise of enhanced dashboards, seamless integration, and a boost in productivity doesn’t stop there. The list of improved features is endless and it all comes down to the same idea: The fully optimized user experience. There is a bit of lead time before the inevitable change so it is a good idea to get your team up to speed with the changes before it is turned on for good. We have listed a few of the improved features to get you thinking about making the change. 

1 – Pinned List Views:

Due to popular demand on IdeaExchange with a whopping 52,000 Points; Pinned List Views have arrived!  This allows you to set the default view by object so you can easily access your list of choice quickly. 

2 – Increased Data Storage:

There is nothing worse than the pesky ‘Storage Almost Full’ notification and Salesforce gets that. Luckily, the minimum storage space has increased from 1 GB to 10 GB.  Woot!

3 – Simplify Appointment Scheduling:

Lightning scheduler can be easily embedded into your standard workflows. It is fully customizable, you can add employee metrics to ensure that each appointment is being booked with the best possible team member based on skills, location, certifications and more. 

4 – Make It Your Own:

With myLightning your dashboard reflects your company’s branding efforts. Add colors and themes to any page to truly make it one of a kind.

4 – Interactive Tabs:

In Classic, you are familiar with clicking tabs and being brought to your page of choice.The tabs now feature drop-down arrows that provide you with a variety of features that boost productivity and eliminate the need for unnecessary clicks. 

5 – Get Up To Speed:

The ‘Activities’ timeline allows you to view past activities such as emails, tasks, and events in chronological order. Which means your team can quickly get up to speed. 

6- Pinned List Views:

Due to popular demand on IdeaExchange with a whopping 52,000 Points; Pinned List Views have arrived!  This allows you to set the default view by object so you can easily access your list of choice quickly. 

7 – Dashboard Improvements:

With the Spring 19’ release the grid has been expanded to 12-columns. This offers you more flexibility, more components and layout options in one place. Don’t worry, you can always switch between 12 and 9-column grids, the choice is yours.  

8 – Go With The Flow:

Goodbye Cloud Flow Designer. Hello, Flow Builder. This powerful automation tool allows users to drag and drop their business processes by building applications known as Flows. These Flows can collect, create, update and delete information right in your org. Users are easily able to create flows based on their needs to increase productivity and efficiency. 

There is so much more to learn about the Lightning Experience and with powerful optimization specifically for lighting, products like Tableau, CPQ and Pardot the opportunities are endless. The team at CRMD is eager to get your business ready to make the switch quickly and easily. We begin with the Readiness Report to determine your business needs and deploy accordingly. Contact us today and let’s get started!

Sierra Myers, Business Analyst

Hi! I'm Sierra.

Business Analyst

“I enjoy being challenged. Working at CRMD challenges critical thinking and allows me to flex my creativity. Plus, I learn something new everyday and that is a blessing.”

A LITTLE BACKGROUND STORY

"I come from a marketing and fashion background. After working in fashion for a while I felt my career purpose was more marketing and design-driven. Since making the transition I've realized that sometimes the road to success is more mountain-like. Hills, peaks, and dead-ends, but once you get to the top the view is worth it! "

HOBBIES & INTERESTS

 “I enjoy hiking, kayaking, being anywhere near water and web design. I love to bake and I am currently trying to perfect French Maccarons.”

HOW DID YOU FIND OUT ABOUT SALESFORCE / CRMD?

“I heard bits and pieces about SF prior to my employment with CRMD. However, after I met Will he told me all about his company and their partnership with Salesforce my interest peaked.”

WHERE DID YOU WORK BEFORE?

“Talbots Corporate Office.”

WHAT IS THE MOST EXCITING THING YOU’VE DISCOVER SINCE BEGINNING YOUR CAREER IN SALESFORCE?

That not everything is actually ‘discovered’ I am learning and teaching myself new things everyday.”

WHAT ADVICE DO YOU HAVE FOR YOUR YOUNGER SELF?

“You are terrific just as you are. But that doesn’t mean you shouldn’t work on your rough edges and areas of ignorance and inexperience.”

WHAT SKILLS WOULD YOU LIKE TO LEARN IN THE NEAR FUTURE?

 “I am working more on my web design skills, mainly WordPress Development. Each project I complete I gain fresh knowledge and insight on how to better build my skill set.”