Matt Bertuzzi is a B2B Marketer at The Bridge Group, Inc., a Salesforce MVP, who has a vast knowledge of what it takes to be successful in a PE Org. If you are interested in measuring the performance of an Inside Sales group or a group that handles leads- this podcast is for you! His tips and tricks for reporting and customization are relevant to anyone who works in a PE or any other edition of Salesforce. One of the best lines about metrics is Matt has is reporting within the day- “There is nothing you can do to change yesterday.” In this episode we mention the AppExchange app- Field Trip: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003HSXEEA4 – a great app for evaluating fields in any org.
As a PE Admin here are his 3 tips & tricks Matt suggests: 1. Automation of notifications can be done with scheduled reports instead of a workflow. 2. Buttons and URL hacking is a great way to take your PE org to a new level. 3. The Excel Connector is your friend, here is a link – https://code.google.com/p/excel-connector/
Today on the Salesforce Admins Podcast, we talk to Andrew Russo, Salesforce Architect at BACA Systems. Join us as we chat about Salesforce Foundations and why it’s a game changer for solo admins and small orgs. You should subscribe for the full episode, but here are a few takeaways from our conversation with Andrew Russo. […]
Today on the Salesforce Admins Podcast, we talk to Eddie Cliff, VP of Product Management at Salesforce. Join us as we chat about Salesforce Foundations and how it can give you access to even more capabilities within Sales, Service, and beyond. You should subscribe for the full episode, but here are a few takeaways from […]
Today on the Salesforce Admins Podcast, we talk to Lisa Tulchin, Senior Curriculum Developer at Salesforce. Join us as we chat about user learning styles and how to use them to create better training sessions. You should subscribe for the full episode, but here are a few takeaways from our conversation with Lisa Tulchin. Choose […]
