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…
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.”
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:
This extension is a recent addition to salesforce extension family. I found to be an awesome tool to use. Below are its features:
- Show 1000 records per page in list views.
- Show rows numeration in tables
- Check all checkboxes in one click
- Show Field API Names on page layouts
A nice blog by Johan Yu on how to add Account Teams using Data Loader.
Nice tip for Updating your Auto-Number Data Type Field:
Sometime back I was analyzing the data in two different tables. My requirement was to check the differences in two text and was evaluating it manually and by using various excel functions to check the differences. It was very lengthy, tiring and frustrating process. Finally one of my colleague suggested this online tool to do this task:
http://www.quickdiff.com/ (An Online Tool to do a ‘quick and dirty’ diff of two text or code fragments).
Alternatively, you can also take help of the below tools to do this job:
I hope this will help you all and lessen your manual work.