Part 2 of 3 In A Series From M&S Consulting On Mining The Gold In Your Salesforce Org And Turning Data Into Revenue Elevate Your Enterprise: Turn Your Salesforce Org Into a Growth Engine (Part 1) Salesforce KPIs That Reveal the ROI Hiding in Your Data! How much revenue do your contracts generate? How long does it take your team to close a deal? What activities did your sales team take to move deals to closed? How effective are your outbound sales calls? Here’s how to mine your Salesforce data to find and eliminate sales bottlenecks. request_quote Average Contract Value … Read More
Elevate Your Enterprise: Turn Your Salesforce Org Into a Growth Engine (Part 1)
Part 1 of 3 In A Series From M&S Consulting On Mining The Gold In Your Salesforce Org And Turning Data Into Revenue Elevate Your Enterprise: Turn Your Salesforce Org Into a Growth Engine (Part 2) Building the Case for Salesforce Your stakeholders may struggle to see your Salesforce org’s value. They say the cost is too high, it’s too hard to use, or it doesn’t work. They don’t see the ROI. Show them Salesforce’s business impact. Prove its value by showing how it can transform your business and drive growth. M&S will transform the way you do business. No … Read More
Salesforce: 3 Simple Solutions to Solve Common Problems
Here’s the problem: Your company has been using Salesforce for a couple of years now, but it’s too complicated. You are getting complaints that the interface is complex and that it’s taking sales away from actually selling. “The Salesforce interface is difficult.” Consider a redesign that capitalizes on what your users engage with the most. Have you leveraged dynamic forms? See here for an excellent Salesforce Ben overview and tutorial about dynamic forms written by Christine Marshall: Users encounter faulty errors. Make sure the error messages have enough information so the users know exactly what can be done to resolve … Read More
M&S Consulting: Gain A Multi-Dimensional Tech Partner – Leading, Executing, and Elevating Your Digital Transformation Journey
In the ever-evolving landscape of digital business, staying ahead of the curve is not just an advantage but a necessity. With decades of experience in identifying, scaling, mobilizing, and implementing digital transformation initiatives, the M&S Consulting team is driving success by combining process and technology. Regardless of where your business is at in its tech evolution, our expertise extends across seven main service line focus areas, ensuring that businesses in consumer, energy & industrial, finance & professional services, government & public sector, health & life sciences, and tech, media & telecommunications industries are not just ready for the future but … Read More
Unleashing Innovation: A Guide to Launching Your Project with M&S Consulting’s Process Impact Blueprinting Workshops
Embarking on a new project is an exciting endeavor, but laying a solid foundation is crucial for success. At M&S Consulting, we’ve found the key to initiating projects lies in our innovative Process Impact Blueprinting Workshops. These workshops not only kickstart our projects but also play a pivotal role throughout the entire project lifecycle, offering invaluable insights for Project Management, Business Analysis, and System Architecture. The Power of Process Impact Blueprinting At the heart of our project initiation strategy is Process Impact Blueprinting – a transformative framework that marks the beginning of an organizational journey toward excellence. This framework serves … Read More
6 reasons to ensure your CRM is aligned with your sales process
Aligning your company’s sales process with your customer relationship management (CRM) system is essential for six reasons. 1. Improved Efficiency Streamline and automate various tasks, such as lead tracking, deal management, and customer communication, eliminating manual data entry and reducing administrative work, allowing your sales team to focus more on selling and building relationships. 2. Enhanced Visibility Gain better visibility into your sales pipeline and customer interactions, letting you track the progress of deals, identify bottlenecks, and make informed decisions based on real-time data. 3. Consistent Customer Experience Sales representatives can access comprehensive customer data, including interactions, preferences, and purchase … Read More
Togetherness: Better Employee Engagement and Retention
In the digital era, companies are running behind if they still choose to manage their employees manually. Even for companies that do go digital, sometimes security concerns and poor employee engagement arise depending on how the employer maintains their data. According to Deloitte’s Global Human Capital Trends 2016 report, 92 percent of participants saw a need to redesign their organization to improve employee engagement and retention and build a meaningful culture. This same survey found that 82 percent of respondents see culture as a competitive advantage, driving innovation, and employee behavior. We’ve all seen or heard the horror stories of … Read More
How to Display All Records in a Lookup Search in Salesforce
Problem: What does someone do when they do not know all the possible values are for a lookup, considering it requires a few characters before it searches, even if it only has 4 values in the lookup? Solution: Follow the steps below to accomplish displaying all available records in a lookup search. 1. Create a lookup relationship to the object you are trying to search 2. Create a text field on the parent object with a default value of ‘All’ 3. (Optional) Remove the new text field from the page layout so the user can’t see it. 4. To … Read More