Salesforce Archives - Xenogenix

Salesforce Spring ’17 Release

Our Productivity Enhancing Picks for your Sales Team   The latest Salesforce release (Spring ’17) is on the horizon. This release is going to contain many Lightning Experience usability enhancements. Users will be pleasantly surprised and companies on classic will be starting to take another look at their Lightning readiness.   We have been through the release notes and wanted [...]

By |2017-05-26T11:44:37+01:00February 7th, 2017|Uncategorised|Comments Off on Salesforce Spring ’17 Release

Commission Automation using Visualflow

Introduction Our client sells trrvel and concierge services to consumers. They needed a solution to automatically calculate the sales commission for each of their commission earners. They have target based sales commission and bonus programmes that are applied to different roles in the company, e.g. Sales Reps, Deal Managers, Territory managers, Marketing Managers, Collections managers, Training Managers. Sales commissions and [...]

By |2017-05-26T11:44:37+01:00November 29th, 2016|Salesforce Automation, Visual Workflow|Comments Off on Commission Automation using Visualflow

How to Get Sales to Adopt CRM

Some sales people have a natural adversity to using and benefiting from their CRM system. We have many requests to train sales teams so that they will fully adopt their CRM system. We discuss the reasons for poor sales adoption, the benefits that a good CRM system can deliver to Sales and outline a training programme to get Sales to [...]

By |2017-05-26T11:44:37+01:00October 18th, 2016|Uncategorised|Comments Off on How to Get Sales to Adopt CRM