Ah, the good old email and calendar integration discussion continues! Salesforce has had integration tools for years, but none of them have been particularly good. With “buggy” software options which have been prone to too many #WhySFDCAdminsDrink posts, these included tools haven’t been at the favorite of many Admins. However, the newer tools offered by…
One of a good and detailed blog on how you can mass import attachments using apex data loader to a Salesforce org.
Hope you guys find it helpful.
Recently, came to this awesome software – Calendly. It is really amazing tool when it comes to set up meetings. One no longer has to manually figure the best time to meet. Just sent out Calendly link and your prospects/invitee can simply go to your calendar and pick the best available option. It’s simple to install and use. It will really help you to increase the efficiency of booking meetings with our prospects and saves a ton of your time. It is fully integrated with your calendar. Both Office 365 and Google calendar can easily be synced and only allow people to book meetings when you are free.
For example, it automatically blocks the spots when you create events from other platforms. Also, when a meeting is booked by the person to whom you send Calendly link to, the meeting will appear in your calendar automatically and they also get a calendar appointment so everyone is synched up.
Though it is a paid version. It also provide 10-14 days trial and also have a basic version which is totally FREE. You can get more info on pricing here.
Continuing with my previous post about utility app which can help to increase the sales team productivity.
I found these two amazing apps, that are more flexible and can make the team more productive and efficient. These apps are again very easy to install and simple to use just like “Call Utils” app. Though “Call Utils” only works on contact level but these two below ones will work on both leads & contacts. Few details about these apps:
- Liid for CRM:With LiiD you can:
- Automatically log calls and emails to Salesforce or Microsoft Dynamics CRM
- Activate Caller ID for iOS and Android and identify who is calling
- Execute daily tasks promptly with the built-in personal sales assistant
- Save your meetings and add notes by speech-to-text
- Scan business cards and instantly update client information
- Automatically save your calls, emails, and meetings to Salesforce or Microsoft Dynamics CRM
- Automatically creates new CRM contacts & leads based on your email & calendar activity
- Pipeline Reporting
- Customer Sentiment/anomaly alerts
“Note that the above apps are paid apps. They give you 10-30 days free trials to play around and gain knowledge of the various functions.”
Hi Guys –
This is my first blog after a long gap and today I will be talking about an interesting mobile app that I found while reviewing some apps for my sales team. This fantastic app created by Radek Baxa is very handy to log your calls in SFDC directly from your mobile.
- Appexchange: https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000EJH8WUAX
- Google Play: https://play.google.com/store/apps/details?id=com.callutils4sf.free&hl=en
This android application, if connected to the Salesforce API automatically log your calls as a task in the activity history section directly from mobile in SFDC. You can get the details by following the above link.
Note that – There are two version of it. Above one is the free which only logs your calls. Other one is Pro has advanced features like Call recording and Speech to text API support.
Hope you will find this app very helpful in driving the productivity of your team.
I recently had a requirement from my business team where they want to capture some information from the company’s website visitors and automatically generate records in one of the objects instead of lead. While doing research on this, I found this awesome app that do exactly what I wanted.
This awesome free app by Shrikant Bagal helps to capture details from the website and generate records for any object in salesforce. Check this out: