4 Tools All Sales Reps Need to Work Effectively

best-tools-for-sales

Interested in improving your workflow or the workflow of your sales reps? If so, you’ve come to the right place. We’ve narrowed down a long list of tools that every sales organization needs in order for reps to make better deals to just four critical tools. If you’ve managed to survive in sales thus far without any of the following, it’s about time for an upgrade. I promise your investment will pay off with a sizable return.

 

1.  Premium LinkedIn Account

Informing people who aren’t familiar with your company what you do and how it can benefit them is essentially what sales reps do. If you don’t know what the person on the other side of the phone does though, that process becomes substantially more difficult. That’s where a Premium LinkedIn Account comes into play. A solid majority of people in the business world have a LinkedIn, and a premium account helps reps get to know contacts before the conversation ever begins.

 

Read More

Setting Up Email Relay for Salesforce with Office 365

Recipients of emails sent from Salesforce will notice that these emails contain a “via” caption.

The caption is a clear message to recipients that the message is a non-personal bulk email.

 

Emails sent from Salesforce may also get caught in inbox spam filters that look for the “via” caption.

Why?  Email services want to protect users against misleading messages from unknown and/or untrusted sources.

Thankfully, you can resolve this issue for the emails you send from Salesforce by relaying the emails through your Office 365 domain.

You will need to be an administrator of your Salesforce org and your Office 365 domain.

 

Read More

Setting Up Email Relay for Salesforce with Google Apps

Follow the steps below or view the guide in a convenient Google document.

Recipients of emails sent from Salesforce will notice that these emails contain a “via” caption.

The caption is a clear message to recipients that the message is a non-personal bulk email.

Emails sent from Salesforce may also get caught in inbox spam filters that look for the “via” caption.

Why?

Google explains:

Gmail detected that the email was sent via another mail service. This means that the sender may be using a third-party email service to generate this message. For example, the message may have been sent through a social networking site which offers an email service or sent through a mailing list that you’re subscribed to.

Gmail displays this information because many of the services that send emails on behalf of others don’t verify that the name that the sender gives matches that email address. We want to protect you against misleading messages from people pretending to be someone you know.”  Read more.

 

Thankfully, you can resolve this issue for the emails you send from Salesforce by relaying the emails through your Google Apps domain.

You will need to be an administrator of your Salesforce org and your Google Apps domain.

 

Read More

7 Tips for Choosing the Right Payment Method Online

payment-method-online

A high-circulation German newspaper reported recently that women spend about three years of their life shopping. I could barely believe this statistic at first. But then I thought and asked myself: Am I one of them?

And here is my confession: Yes, I guess, I am.

Because going shopping is kind of relaxing for me. But since I watch over the sleep of my child every night this kind of relaxation lost a bit of space in my life. But thank God going shopping is possible online as well! And yes, this is once again about relaxation. It must be fun, easy, and smooth. In the selection as well as in the payment process.

Read More

Announcing Cirrus Files “Springsteen” Update

Today we’re releasing the biggest update to Cirrus Files since it’s launch! The new Cirrus Files release — “Springsteen” — incorporates a lot of the features and enhancements users have been asking for since its release.

 

Increase File Upload Size

We’ve increased the maximum size of files that can be uploaded to Google Drive from only 3MB to over 75MB! No changes required for you — just start uploading!

 

Control Folder Names for Synced Records

We’ve always used the record name for the name of the folder that is created in Google Drive. Now, you have the option to control the name of the folder yourself! Simply create a custom formula field on the object that specifies the name you want and you’re in business. 

Read More

A Quick Look at The New Google Calendar

Last week the new Google Calendar 5.0 APK became available to all of those who don’t use Nexus devices and is now available in the Play Store. I have been using it since the release and right off the bat it is a huge step up. The user interface is much more intuitive and faster once you get used to it. Google has integrated the new material design with Calendar 5.0. Dragging down from the top reveals a new clean month view instead of the cluttered and unattractive month view of the last app. You also get your standard views like 5 day, agenda, and day by tapping on the top right corner.

New_Google_Calendar_month_view

New_Google_Calendar

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

There is also an ever present red plus button that allows you to add new events. Some may not like it so much but it is much better than the old setup. Adding events on the old calendar app required you to tap on a tiny time slot box which was difficult to hit unless you have a stylus.

Read More

Georgetown University Uses Cirrus Insight to “Cut Through the Chaos”

In this Dreamforce 2014 session the McDonough School of Business at Georgetown University discusses how they optimize and connect their processes in Salesforce. Instead of using numerous sticky notes, which create desk clutter and could/will be lost, they opt to use Cirrus Insight to keep track of contact activities, tasks, records and much more. Watch the video from the 13:55 minute mark to see how Cirrus Insight has helped streamlined their communications and could help you empower your teams as well.