We keep telling our users that 'If it's not in Salesforce it does'nt exist'
The benefits for the Sales and Customer service teams is evident and significant - so why shouldn't you heed your own advice?
The benefits for the Sales and Customer service teams is evident and significant - so why shouldn't you heed your own advice?
Are you already using Salesforce to track the work you do on the platform?
If you are not, think about what you can immediately gain:
- Master List
No more forgetting about an e-mail you received a just before you left for vacation - Report on your success
Create reports that you can share with your boss or even with your users - Keep your users in the loop
did you start working on their request already? Is it complete? - Audit / History
What did you do over the last month? Who asked for it? Did someone approve this change? - Use Chatter
Chatter is an amazingly useful collaboration tool - use it to work and communicate with your users
Yeah, that does make sense, doesn't it?
But what is the fastest way to set something like this up?
But what is the fastest way to set something like this up?
