A common request from our clients is tracking Closed Lost opportunities. What is Closed Lost? Closed Lost is an opportunity that didn't get approved by the company. From a Sales…
Sierra MyersOctober 24, 2019
We are going to create a new user in your Salesforce instance. Simply put a user is anyone who logs into Salesforce. This can be an employee, colleague or someone…
Sierra MyersOctober 17, 2019
As technology changes at lightning speed so does the way we work. If you have fantasized about your 9-5 beginning and ending from the comfort of your own home you…
Sierra MyersOctober 15, 2019
Often times when we tell people that we partner with Salesforce they scratch their heads. They look even more confused when we tell them it is a CRM platform. Check…
Sierra MyersOctober 8, 2019
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…
Sierra MyersOctober 3, 2019
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…
Sierra MyersSeptember 24, 2019
