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Salesforce Optimization & Development Consulting based in Portland, OR

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Three Impactful Uses of Salesforce That Don’t Involve Sales

Posted by Oliver Sholder on  November 22, 2017
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Category: Resources
Tags: Human Resources, Intermediate Salesforce, Project Management, Support
Three Impactful Uses of Salesforce That Don’t Involve Sales   Post by Oliver Sholder – 11/21/2017   My first job in the Salesforce consulting world was literally with a company called “Idle Tools.” The name confused a lot of people but owners picked that name for a reason; they saw so many businesses that weren’t taking full advantage of Salesforce even though they were paying full price. To this day, the vast majority of businesses
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Setting up Gmail with Salesforce

Posted by Oliver Sholder on  November 1, 2017
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Category: Resources
Tags: Gmail, Salesforce, transparency
Employees spend a lot of time in Gmail and CRM tabs. A good number of them may have these two tabs perpetually open and active in their browser. Let’s take a moment to ensure that these tools are working harmoniously. Effective Salesforce instances will utilize high transparency regarding the contact info and status of a lead, contact, client, or partner, but users may not have access to one another’s email discourse with these without request. This
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What is Salesforce?

Posted by Oliver Sholder on  October 12, 2017
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Category: Resources
I often get a question from friends, clients and prospects who hear about “CRM” and “Salesforce” but they don’t fully understand it. Or maybe they get the idea but they don’t know how it actually looks, works and feels. I’ve made this screen capture video where I walk through some of the basics of how to use the system. Take a look:
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