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Showing posts with the label Salesforce1

Calling from Salesforce: Use RingCentral

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Hello Everyone, Salesforce is now-a-days a huge platform for all the developers, administrators and users as well. So in this tech world everyone needs a quick solution for there problems. So here’s an one way  solution for calling from Salesforce . Yes, you are right we are discussing about calling a number from salesforce record. RingCentral intensify your Salesforce CRM experience by  integrating cloud business  communications to: increasing call efficiency, improve workforce productivity, and enhancing customer interaction. It supports for Lightning, Classic and Salesforce1. This app is  available on AppExchange , you just need to install it and make some administrator changes as per their guide also on AppExchange. Here’s an video on how it makes our calling system easy and quick. Thanks Happy Salesforce!

SALES PATH: Your Company’s Sales Processes in Lightning Experience

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Sales Path  is a great feature that  Salesforce  is made available for  Lightning Experience  only. This tool is designed to guide your sales reps through the sales process from within  Salesforce1 , to ensure that at each stage of the sales cycle, they can focus on getting the right information together to make sure the deal is  won ! With your company’s sales operations manager, customize and determine the stages that appear for your reps. This can add fields that matter to your company and that can include guidance for success. You can include details about company policies, even links to relevant feeds, and tips for establishing positive selling relationships. The sales path appears with the stages and guidance when you set up for your reps work in the lead workspace and opportunity workspace. When the stages are ready to move to next one, Reps mark stages as completed. This is a great fun and a wonderful built that reps focus only on the fi...