Adoption

Salesforce Search from Chrome?

Imagine the delight from your users, especially sales users, if from any browser window they can search for accounts, contacts & leads within their salesforce crm system. They can! Setting Up:To start, we need to go into Chrome’s settings. In the Settings page, find the “Search” section and click the Manage Search Engines button Scroll to the bottom of the ‘Other Search Engines’ list until you see an empty line where you can define a new oneWe are now going...

Make it yours

In our experience, the more you can do to make the CRM your own, the more customization and work you put in to branding it specifically for your business the better. With this in mind, why not set a specific landing page for your users who log out of their Salesforce interface. You can set this to pretty much anything you want – it can take them to your company’s intranet perhaps or another Dashboard or portal that you have....

To drive adoption make it fun!

We all know that inserting a little fun into a work day makes it enjoyable and easier to tolerate – CRM is no different. To help with user adoption why not customize your error messages to be human and a delightful surprise when a user hits on one. I saw a great example on this blog post here. which related to messages on the Salesforce Opportunities object. I borrowed it below. Now “Whoa there cowboy..” may not suit all of...