Wednesday, 27 April 2016

Salesforce Experts in Perth

Salesforce Australia’s knowledge management software is an expert system technology that taps into the vast collective information and expertise of your organisation, let our team at Illuminance help you and your customers.
The user interface for Sales Cloud is simple, elegant, and intuitive. The landing page is laid out with standard components such as activity feeds for the items you’re following, a customizable dashboard that gives you a real-time view of your performance, and tasks and a calendar that are synced automatically with your email application. There are also guides on each page that assist you with some of the more advanced functions of the product. With a click of a button, you are able to navigate to the relevant page of the user guide on the help site.

Easy customization:

You don’t have to be a programmer to customize Sales Cloud to fit your business needs. You can customize tabs, fields, and the interface and create formula-driven fields effortlessly with the help guide. Most impressively, you can utilize a point-and-click app builder to build your own application. You can even publish custom apps to Salesforce’s marketplace, AppExchange, to be shared with other users.

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New Salesforce Console:

The Salesforce Console is a customizable, dashboard-like interface that makes it easier to find, update, and create records. As part of the Winter ’14 updates, the Salesforce Console utilizes a multi-tab design which enables you to work with several applications at the same time, giving you one-click access to the information you use the most.

Real-time data access on mobile devices:

You can get instant business information anytime, anywhere through an iPhone, BlackBerry, or Windows Phone. You are able to edit and customize almost every field, module, and object in Sales Cloud. Take a call with a contact and log the call as a record directly to the contact’s record, have leads routed automatically to your device as they come in, pull up account information prior to a meeting, and assign tasks to colleagues — all from your mobile device.

Nicely integrated Social CRM functionality:

With the growth of social media, it is increasingly important to gain insight into what customers are talking about on Twitter, Facebook, Google+, and LinkedIn. Salesforce Perth is by far one of the leaders in providing tools within its CRM application for you to get into this data. You can monitor and respond to conversations that are relevant to your organization, gain insight into your accounts and contacts’ activity streams from Twitter and Facebook, and create leads from posts and comments.

AppExchange for superior third-party integration:

You can easily search for, read reviews on, and install a wide variety of applications directly into Sales Cloud using Salesforce’s application marketplace, AppExchange. There are currently over 1,700 apps covering sales, customer service, marketing, IT, administration, finance, and human resources. AppExchange enables you to scale and customize your CRM in a cost-effective manner. With close to 45% of these apps being free, you’re bound to explore a number of tools to extend the use of Sales Cloud beyond what other CRM software provide.

Get support from multiple sources:

Salesforce employs a massive staff and there is no shortage of channels for you to seek support for all your customer and technical issues, including live chat, phone, email, and social media. On top of that, the online resources available to you free of charge are first rate.

If you would like to know how you can improve your Customer Relationship Management strategy, processes and software and are interested in working with consultants that are local, guaranteed and deliver solutions that are simplified, you should get in contact now to book an obligation-free appointment at Visit:  http://crmperth.com.au/contact-us/ and do a mail enquiry@CRMperth.com.au you can feel free to call us: (08) 6102 7284.

Wednesday, 6 April 2016

Security Roles in PowerEmail

PowerEmail is a simple way to send emails via CRM while gaining extra insight on the details of what happens after the emails have been sent: if and when an email was opened, the last time it was opened, how many times it was opened, and tracks URL clicks. In order to be able to send emails via CRM using PowerEmail, the user will need to have the proper permissions. The System Administrators will automatically see PowerEmail appear under the PowerPack tile; even without having the security role.
  1. To assign the security role to a specific user, navigate to Settings.
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  1. Navigate to Administration
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  1. Select Users.
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  1. Select the users that are to be assigned the new security role. Click the elipsefor more options.
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  1. Select Manage Roles.
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NOTE: There are two different security roles allotted for PowerEmail. PowerEmail Service Account is meant for the specific user whose CRM login information was entered in on the PowerEmail Configuration screen during registration. The PowerEmail User is meant for other users who need permissions to use PowerEmail.
  1. When the correct role has been selected, click OK.
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  1. The selected user(s) will now have the new security role and be will able to send emails from CRM using PowerEmail!
If you would like to know how you can improve your Customer Relationship Management strategy, processes and software and are interested in working with consultants that are local, guaranteed and deliver solutions that are simplified, you should get in contact now to book an obligation-free appointment at  Visit:  http://crmperth.com.au/contact-us/ and do a mail enquiry@CRMperth.com.au you can feel free to call us: (08) 6102 7284.