Transform how your teams create, discuss, and organize their work through productivity integration!

One of Salesforce’s latest acquisitions includes the productivity suite – Quip. Quip is an integration tool that has the capability to enhance the manner in which your teams collaborate together, in many ways.

For example, team members no longer need to worry about email to each other – it creates a habitat to share and discuss your work in one place. It also allows you to run your projects with complete transparency, everyone on your team has visibility, access, and the tools they need.

Documents and spreadsheets in Quip are perfect for sharing all project plans. Additional features include: Add images, files, spreadsheets, tables, and link to Quip documents in a single keystroke; give targeted feedback and ask questions about specific words and cells in your work; group and shared folders to house all company documents in one centralized location.

The Quip component is available in both Salesforce Classic and Lightning.

For more information on this & other great ways to customize your Salesforce, visit us at www.highfillservices.com; or email directly at: info@highfillservices.com

Get to know Salesforce Einstein!

Salesforce has created a new tool to allow users to be smarter at every turn with Salesforce Einstein. Einstein is artificial intelligence (AI) built into the core of the Salesforce platform – providing advanced predictive capabilities for sales, service, and marketing.

If you’re working in sales, Einstein helps by automatically capturing sales activities and logging customer data – and in turn anticipates next best practices. For service cloud, Einstein can route and classify your cases, recommend solutions and knowledge articles, and Self-service communities and automated assistants.

Finally, Marketing gets a boost with automatically scoring the likelihood to open an email or subscribe to a newsletter, which sends messages at the right time, when a customer is most likely to engage. Whatever your needs may be, we can help you navigate your platforms adaptation with Salesforce Einstein.

For more information on this & other great ways to customize your Salesforce, visit us at www.highfillservices.com; or email directly at: info@highfillservices.com

Unlock your potential with Marketing Automation tools

Automating your marketing efforts is a great way to connect with your customers at exactly the right time, with the right content, through the most effective channel.

Using your Salesforce.com platform to help drive your marketing campaigns, can help you achieve all of those goals. We here at DLH Consulting, have the experience you need in getting marketing results. Maybe you want to build a robust email marketing campaigns, through intuitive email templates that provide a personal touch.

Or you want to streamline lead management to reach customers at the most opportune time, or simply to align your sales & marketing teams to work in a more effective manner – we can help. After reviewing your business processes & needs, we are confident we can pinpoint a winning marketing strategy!

For more information on this & other great ways to customize your Salesforce, visit us at www.highfillservices.com; or email directly at: info@highfillservices.com

Web-to-Case: Integrating your web forms with your Salesforce platform

Web-to-Case is a great tool to help integrate your Salesforce platform with your company’s website. If you have customer’s entering and submitting forms on your website, why not send the data directly to your Salesforce platform rather than a customer service mailbox?

By setting up Web-to-Case, you can ensure that all customer cases are clearly logged, save your sales reps time by eliminating the manual process, and track the overall life of the case. Once a case is received, auto-response rules can be set to notify the customer that their case has been received.

Furthermore, a case assignment rule can be created to ensure that each case is sent to the appropriate team for resolution. Our team of consultants can help you leverage this tool – just ask us how!

For more information on this & other great ways to customize your Salesforce, visit us at www.highfillservices.com/; or email directly at: info@highfillservices.com

Gain analytical insights and increase sales productivity with Geopointe for Salesforce

Geopointe for Salesforce provides location-enabled proximity searching, optimized routing, territory management, demographics and more so you can increase sales and make your sales team more productive.

Current Geopointe features include:

• Maps of your data anywhere in the world

• Advanced routing, Optimization and Navigation

• Territory Management, Geo-Analytics & Advanced Visualization against Big Data

Geopointe is location intelligence. Using a map alongside your Salesforce data and other geo-data provides insights you cannot get anywhere else. Identify data trends, aggregate statistics by location, align your data with demographics and more.

For more information on this & other great blogs, reach us at www.highfillservices.com/contact.html

Streamline actions in Salesforce with custom buttons & links!

By creating custom buttons and links, we can streamline actions within your Salesforce or integrate Salesforce data with external URLs, applications, or systems – to suit your business needs.

Maybe you want a link between two separate objects or something as complicated as pre-populating a lot of fields on a new record on a different object.

A custom button can also be a one-click solution for executing a Google search (example link below), searching a contact/account name through social networking sites (example button below), or even opening a send email form with pre-populated fields.

For more comprehensive insight on custom buttons and links, reach out to one of our consultants today.

For more information on this & other great ways to personalize your Salesforce, visit us at www.highfillservices.com/contact.html; or email directly at: info@highfillservices.com

Adding an email signature field to Salesforce email templates

Most companies send out marketing emails to their contacts and leads.

By adding an “email signature additional info” field you can put additional information you would like displayed in your signature and add it to your email templates quickly and easily.

This field will allow you to dynamically merge by user and improve the quality of your email templates!

For more information on this & other great way to personalize your Salesforce page, reach out to us at www.highfillservices.com/contact.html

Enhance results, drive performance and feed and your sales teams’ competitive spirit with Salesforce gamification!

Every great sales person has the competitive gene in them, and by utilizing gamification, you can help motivate and drive your sales people to reach new heights.

Gamification helps gauge sales performance, track sales statistics in real-time, and highlighting your top performers for all to see. Monthly or quarterly leaderboards can showcase who on your team is excelling at a high level & motivate the rest of the team to join them at the top.

The SalesForce App Exchange offers a wide range of solutions for sales gamification needs, depending on price & features. Our consultants can help you find the App that best fits your needs. We can even create & build your very own gamification leaderboard directly within your Salesforce instance.

For more information on this & other great ways to personalize your Salesforce, reach out to us at www.highfillservices.com/contact.html

Save time & automate your basic business processes through Salesforce!

By using the Process Builder tool within your Salesforce instance, we can help automate all of your workflow actions & business processes.

Some of the automation features include: creating new items based off certain criteria – such as creating new records, creating new chatter feeds & pushing to a specific group or feed, creating approval process, as well as consolidating individual workflows into one process.

Once we understand your business process, we can begin to formulate criteria for the process. After the criteria is in place, we will begin to add actions (such as creating a new record or assigning a specific owner) to execute/trigger once those criteria are met.

For more information on this & other great ways to personalize your Salesforce, reach out to us at www.highfillservices.com/contact.html

Enhance the look of your Salesforce emails with custom templates

Are you looking for a way to enhance the overall look and feel of your Salesforce email templates? Tired of the out of the box design?

We have just the solution for you. We have worked with several companies to increase the quality of their marketing email templates within Salesforce. We can custom fit your marketing emails to have a crisper, cleaner look for your company.

For more information on this & other great way to personalize your Salesforce page, reach out to us at www.highfillservices.com/contact.html