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Salesforce

Closed Lost Opportunity In Salesforce

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 Management POV the most critical Salesforce report is the Closed Lost reason. This gives management important insight on why an opportunity did not Closed Won and become a successful deal for your team. The way that we track this information is through a Validation Rule. The Validation Rule verifies that certain data is entered into an object (opportunity) before a record can be saved.  Follow along with John as he walks you step-by-step on how to create a Closed Lost Reason.

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 Opportunity. 

  4. From the details panel select Fields & Relationships. 

  5. Click New.

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Step One: Create Your Lost Reason Field

  1. Choose Picklist from the options and click Next. (Check out this Tutorial for instructions on how to create a picklist.)

  2. Name your Field ‘Lost Reason.

  3. Click Through.

  4. Hit Save.

Step Two: Validation Rules

  1. From the details panel, Select Validation Rules.

  2. Enter Rule Name.

  3. Type in your Error Condition Formula.

  4. Enter the following:  ISPICKVAL ( STAGENAME,”CLOSED LOST”) && ISPICKVAL (LOST_REASON_c,””)

  5. Enter the reason: NEED LOST REASON.

Step Three: Check Your Rule

  1.  Go to an  Opportunity. (We recommend creating an example to test this out)
  2. Click on Closed.
  3. Click Select Closed Stage.
  4. Select Closed Lost.
  5. After hitting Enter you will notice the dialogue box pop-up with an error message. 

Now that you’ve completed this Validation Rule you will not be able to close a Closed Lost Opportunity without selecting a reason. This is a great way to organize your Closed Lost Opportunities. This gives your sales team a high level overview of trends surrounding Lost Opportunities and changes that need to be made in the future. 

Having trouble with this tutorial? No worries, this is what our business is about. Contact us today and we can help you with Validations rules and much more.

How To Create A New User In Salesforce

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 new who is working for you. This tutorial will explain how to grant access to new users in your Salesforce instance.

  • Usernames are unique across all of Salesforce.
  • A Password link can be sent to a new user so they can easily change 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 ‘Users’ in your Quick Find box and select Users

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Step One: Add New User

  1. From Setup, enter Users in the Quick Find box, then select Users.

  2. Click New User to add a single user or click Add Multiple Users to add up to 10 users at a time.

  3. Enter each user’s name, email address, and a unique username in the form of an email address. By default, the username is the same as the email address, but you can overwrite this.

  4. Select the user license you want to associate with the users you create (the license determines which profiles are available for each user).

  5. Select  profile.

  6. Select Generate passwords and notify user via email to email a login name and temporary password to each new user.

  7. Click Save.

Salesforce Create New User Screenshot of Page

How easy was that? In just a few simple steps you created a user in your Salesforce org. Remember that you can create up to 10 user profiles at a time. This saves a lot of time and energy to focus on other things within your business. Well done!

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Too many users to add?  Contact us today and let us worry about that, you have a business to run!

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?

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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!

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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.

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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.

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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. 

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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!