During the Season of Giving, Give Back with Pledge 1%

As Salesforce partners, Prolocity is always looking for ways to enhance the customer experience. This week, Prolocity is focusing on Pledge 1%. Pledge 1% is a movement encouraging companies to cultivate a culture of giving back. Several companies have already taken the pledge such as Salesforce and SPCA. Pledge 1% asks companies to donate 1% of equity, product, and/or time.

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1% Equity

One of the ways you can donate through Pledge 1% is by pledging 1% of equity. Pledge 1% encourages companies to donate equity to any organization of their choosing. They make it as easy as filling out an allocation form that allows Pledge 1% to pass along 100% of the cash value of the equity or profit allocated to the nonprofit chosen. The allocation It can be changed at any time and Pledge 1% will provide ideas of nonprofits in your community. To provide an example, Salesforce uses 1% of founding stock to offer grants focused on technology innovation in nonprofits and development programs.

1% Product

Another way you can give back through Pledge 1% is by pledging 1% of product. Whether this means a physical product or service your company provides, the idea is to provide the product for free or at a deeply discounted rate to nonprofits. There are a multitude of ways that products can be donated. For example, Salesforce facilitates the donation of up to 10 licenses per company through their foundation to nonprofit organizations. This means that 10 users can use Salesforce for free, no strings attached. A simple application is all that is needed to get started in the program.

1% Time

The last way you can donate through Pledge 1% is by pledging 1% of time. By implementing and promoting a Volunteer Time Off (VTO) policy at your company, you can encourage employees to donate time giving back to the community. Several companies use a blended approach of offering both corporate and non-corporate volunteer days. This helps foster a giving culture by allowing employees to donate corporate time to support a cause they are passionate about. Some companies even offer programs that match employee volunteer efforts with corporate dollars. As an example, Salesforce employees are awarded 6 paid days of volunteer time to use over the course of a year.

Prolocity’s cloud consultants deliver strategy, design, implementation, training, and optimization services to ensure that businesses are getting the most out of the technology. Their solutions leverage the world’s #1 cloud platform, Salesforce, to deliver best-in-class solutions and accelerate success! Prolocity Cloud Solutions serves the Northern Kentucky and Cincinnati area locally and also provides Salesforce implementation and Salesforce training services nationally through the use of cloud technology.

Salesforce

Salesforce Consultants Cincinnati

Ohio

Prolocity Technology Solutions, LLC
407 Vine Street, Suite 219
Cincinnati, Ohio 45202

Salesforce Consultants Kentucky

Kentucky

Prolocity Technology Solutions, LLC
50 E. RiverCenter Blvd., Suite 414
Covington, Kentucky 41011


Improve Your Brain Power on National Train Your Brain Day

As Salesforce partners, Prolocity is always looking for ways to enhance customer experience. This week, Prolocity is focusing on improving your brain power for National Train Your Brain Day.


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Today is National Train your Brain Day. Here are a few ways you can use Salesforce to help you improve your brain power.

1. Connect with Colleagues

Several studies indicate that social connections such as catching up with friends and colleagues can reduce the chances of developing dementia. Salesforce makes it easy to stay connected with Salesforce Chatter. Chatter provides a live feed and groups that allow employees to socialize and stay up-to-date no matter where they are located.

2. Consider a New Interface

If you haven’t heard, Salesforce redesigned its classic user interface to bring us a faster, more attractive version–Salesforce Lightning. If you haven’t made the switch yet, today is the day to test drive the new interface. Salesforce Lightning aims to provide a seamless experience and integrates with apps for easy customization.

3. Learn Something New

Salesforce hosts a Demo Jam every month on the third Thursday. This series not only teaches you about new applications you could be using–but gives you a chance to win a gift card just for participating.


Prolocity’s cloud consultants deliver strategy, design, implementation, training, and optimization services to ensure that businesses are getting the most out of the technology. Their solutions leverage the world’s #1 cloud platform, Salesforce, to deliver best-in-class solutions and accelerate success! Prolocity Cloud Solutions serves the Northern Kentucky and Cincinnati area locally and also provides Salesforce implementation and Salesforce training services nationally through the use of cloud technology.

Salesforce

Salesforce Consultants Cincinnati

Ohio

Prolocity Technology Solutions, LLC
407 Vine Street, Suite 219
Cincinnati, Ohio 45202

Salesforce Consultants Kentucky

Kentucky

Prolocity Technology Solutions, LLC
50 E. RiverCenter Blvd., Suite 414
Covington, Kentucky 41011


Run Your Business from Your Phone with the Salesforce1 Mobile App

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As cloud computing consultants, Prolocity is always looking for ways to enhance customer experience. This week, Prolocity is focusing on the Salesforce1 mobile app. The Salesforce1 mobile app allows you to run your business virtually. The Salesforce1 mobile app allows you to stay connected by managing your day, managing your sales, and accessing your information.

Manage Your Day

The Salesforce1 mobile app keeps you connected by helping you manage your day. With the ability to view your scheduled events, you can access a daily summary within seconds. The Salesforce1 mobile app directly links to contacts and accounts to keep you organized and provide a high ease-of-use. The app includes a notes feature that allows you to jot down items immediately after meeting. 

Manage Your Sales

The Salesforce1 mobile app allows you to close deals faster by managing your sales from your phone. Opportunity creation, approvals, and sales tasks can be updated without having to log on to a computer. This flexibility lets you move faster as information can be communicated faster to the rest of your company. The Salesforce1 mobile app helps you stay in the loop on your account updates by sending notifications straight to your phone.

Access Your Information

The Salesforce1 mobile app brings your Salesforce information to you front and center no matter you go. You can get a picture of how your business is doing with live updates and feed changes. The app increases accessibility by displaying your custom list views, custom objects, and apps on your phone. Not only does this allow you to work faster, but it allows you to work smarter. The Salesforce1 mobile app gives you the ability to review metrics and make informed decisions even when on-the-go.

Prolocity’s cloud consultants deliver strategy, design, implementation, training, and optimization services to ensure that businesses are getting the most out of the technology. Their solutions leverage the world’s #1 cloud platform, Salesforce, to deliver best-in-class solutions and accelerate success! Prolocity Cloud Solutions serves Northern Kentucky/Greater Cincinnati and provides Salesforce implementation and Salesforce training services nationally through the use of cloud technology.

Salesforce

Salesforce Consultants Cincinnati

Ohio

Prolocity Technology Solutions, LLC
407 Vine Street, Suite 219
Cincinnati, Ohio 45202

Salesforce Consultants Kentucky

Kentucky

Prolocity Technology Solutions, LLC
50 E. RiverCenter Blvd., Suite 414
Covington, Kentucky 41011


Are you lacking these 3 key Salesforce features?

As cloud computing consultants, Prolocity is always looking for ways to enhance customer experience. This week, Prolocity is focusing to focus on 3 key Salesforce features your business should be using. The abilities of Salesforce are notably impressive, but if you aren’t using these 3 key Salesforce features, you could be missing out on useful capabilities of the platform.

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Key 1:  Web-to-Lead

The first key Salesforce feature you should be using is Web-to-Lead. Web-to-lead allows a lead to be created from a form submitted through a company web page. Imagine the following scenario:  A visitor submits an inquiry through the Contact Us page that generates an email to your company. Whomever received the email uploads the lead into Salesforce. While this isn’t a bad process, it certainly isn’t scalable. Web-to-lead introduces a better way. By using web-to-lead, extra functionality is added that can automatically create a lead in Salesforce once a form is submitted. Additionally, web-to-lead can also redirect the visitor to another web page with a “Thank you” or “Next Steps” message. This functionality not only improves process flow, but can improve the customer experience.

Key 2:  Email Integration

The second key Salesforce feature you should be using is Email Integration. Email integration can be synced to Salesforce from Gmail or Microsoft Outlook. Synchronization between Salesforce and email removes the need to flip-flop between two screens and saves time. Time spent looking up, copying, and pasting the contact is eliminated by sending emails straight from Salesforce. Another bonus with this key Salesforce feature is that branded email templates can be built and used from Salesforce.

Key 3:  File Sync and Share

The third key Salesforce feature you should be using is File Sync and Share. File sync and share allows users to share and collaborate on files in real time on any device. Users can be notified when a new version is uploaded, maintain sharing settings, and use drag-and-drop technology with this key Salesforce feature. Not only does this improve efficiency, it can also improve the time it takes to find files. File sync and share puts all files in one location and uses filters to drill down and find the file you are looking for.

 
Prolocity’s cloud consultants deliver strategy, design, implementation, training, and optimization services to ensure that businesses are getting the most out of the technology. Their solutions leverage the world’s #1 cloud platform, Salesforce, to deliver best-in-class solutions and accelerate success! Prolocity Cloud Solutions serves the Northern Kentucky/Greater Cincinnati area locally and also provides Salesforce implementation and Salesforce training services nationally through the use of cloud technology.

Salesforce

Salesforce Consultants Cincinnati

Ohio

Prolocity Technology Solutions, LLC
407 Vine Street, Suite 219
Cincinnati, Ohio 45202

Salesforce Consultants Kentucky

Kentucky

Prolocity Technology Solutions, LLC
50 E. RiverCenter Blvd., Suite 414
Covington, Kentucky 41011

Increase Your Data Quality & Work Faster With GridBuddy

As cloud computing consultants, Prolocity is always looking for ways to enhance customer experience. One of the ways Prolocity accomplishes this is through the use of apps. Over the next several weeks, we will be highlighting apps Prolocity either uses internally or has implemented for actual customers. 

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The app in the spotlight this week is the Salesforce native app GridBuddy. GridBuddy allows users to get the most from their Salesforce data by bringing all relevant information into one workspace. Available on the Salesforce AppExchangeGridBuddy increases productivity, provides higher user adoption, and improves Salesforce data quality. 

Increase Productivity

The first way GridBuddy allows users to get the most from Salesforce is through increased productivity. GridBuddy enables users to create views that display relevant data in one workspace. This allows users to better utilize Salesforce as all the information they use is front and center. GridBuddy provides multi-object filters that can easily narrow data down to the exact records needed. All GridBuddy grids and views are fully customizable so you can edit or create views in no time. With GridBuddy, users no longer have to click around Salesforce to access or update the information they need. They can now spend more time actually doing their job.

Higher User Adoption

The next way GridBuddy allows users to get the most from Salesforce is through higher user adoption. GridBuddy provides a data view similar to spreadsheets. Since users are used to spreadsheets, the familiar look and feel provides users a tool that takes minimal training to learn. With this ease-of-use, users are more likely to switch over, support, and adapt to a Salesforce implementation. The only change they will likely notice is that it is even easier to use the #1 Customer Relationship Manager after adding GridBuddy. If you are looking for a way to get a better ROI through higher user adoption, GridBuddy is the solution

Improve Salesforce Data Quality

The last way GridBuddy allows users to get the most from Salesforce is through improved Salesforce data quality. GridBuddy allows users to act on multiple records at once. Similar to editing a spreadsheet, GridBuddy lets you create and edit records on a singular or batch basis. By allowing for mass data updates across many fields and objects, your data can be cleaner faster. Users no longer have to update information in several places or open records one-at-a-time. GridBuddy provides the ability to update once and be done. Think of everything you can do with better quality data.

 

Prolocity’s cloud consultants deliver strategy, design, implementation, training, and optimization services to ensure that businesses are getting the most out of the technology. Their solutions leverage the world’s #1 cloud platform, Salesforce, to deliver best-in-class solutions and accelerate success! Prolocity Cloud Solutions serves the Northern Kentucky/Greater Cincinnati area locally and also provides Salesforce implementation and Salesforce training services nationally through the use of cloud technology.

Salesforce

Salesforce Consultants Cincinnati

Ohio

Prolocity Technology Solutions, LLC
407 Vine Street, Suite 219
Cincinnati, Ohio 45202

Salesforce Consultants Kentucky

Kentucky

Prolocity Technology Solutions, LLC
50 E. RiverCenter Blvd., Suite 414
Covington, Kentucky 41011

7 Innovative Features of Google Docs, Sheets, and Slides that Advance Collaboration

As cloud computing consultants, Prolocity is always looking for ways to enhance customer experience. One of the ways Prolocity accomplishes this is through the use of apps. Over the next several weeks, we will be highlighting apps Prolocity either uses internally or has implemented for actual customers

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This week is focused on the Google Collaborative apps from the Google Apps for Work suite. There are 7 features of the Google Collaborative Apps Docs, Sheets, and Slides that advance collaboration. These innovative features provide key reasons why you should be using Docs, Sheets, and Slides instead of anything else.

  1. Never Hit Save Again

If you have ever had your computer freeze, crash, or update in the middle of working on something, you will truly appreciate how Google Docs, Sheets, and Slides all automatically save while you work. Gone are the days where you have to periodically stop what you are doing and hit save. Google Docs, Sheets, and Slides save your work while you create and creates a revision history. The revision history can be used to see old versions of the same document, sorted by date and who made the change. Additionally, you can rollback to any previous version if needed.

  1. Anywhere, Anytime

In this day and age, we all live on our phones. The ability to download Google Docs, Sheets, and Slides to your phone allows you to take your work everywhere you go. Not only can you access, create, and edit files anywhere and on any device, but you can also share files on-the-go. This allows you to create and share ideas with anyone even if they’re on the other side of the planet.

  1. Do More Together

Google Docs, Sheets, Slides reinvent the way files are shared by allowing multiple users work on same files at the same time. All changes are made in real time and are automatically stored in Google Drive. This eliminates the need to send attachments to keep everyone on the same page as everyone has the latest version at their fingertips. Whether you want to allow others to collaborate with minimal or maximal permissions, Google has you covered. Users can be invited to edit, comment or view on any file with the click of a button.

  1. Works with Microsoft Office (Word, Excel, & PowerPoint)

Users are often leery to change to Google Docs, Sheets, and Slides from Microsoft Office. They feel like they won’t be able to use or access previously created files. However, Google Docs, Sheets, and Slides allow easy conversion between Google and Microsoft Office. Google Docs can import and export numerous file types including PDF, HTML, and .csv, to name a few. The main advantage of converting to Google Docs, Sheets, and Slides is that Google files take up no storage. They remain as a web page using in the cloud unless downloaded as another file type. 

  1. Add-Ons

One of the most beneficial features of Google Docs, Sheets, and Slides is it’s ability to add customization. With the add-ons tab, you can search and find additional functionality to enhance Docs, Sheets, and Slides. The add-ons tab lets you add, manage and remove add-ons based on your needs. This customization allows you to select additional tools you want or need at any time.

  1. Templates

If you need to create a file quickly, the template feature of Google Docs, Sheets and Slides allow you to do it with style. There are numerous pre-made documents, spreadsheets, and presentations available for customization. Templates save you time by removing the need to format and style files. With a wide selection of templates to choose from, you can now create faster and become more productive.

  1. Edit Offline

Since Google Docs, Sheets and Slides are designed to be used online, you might wonder what would happen if you didn’t have access to the internet. The short answer is that Google Docs, Sheets, and Slides would not skip a beat. Google files can be made available for working offline. When working offline, any new files or change made to existing files will be automatically updated when you get back online. This allows you continue polishing your work without worrying about an internet connection.

Prolocity’s cloud consultants deliver strategy, design, implementation, training, and optimization services to ensure that businesses are getting the most out of the technology. Their solutions leverage the world’s #1 cloud platform, Salesforce, to deliver best-in-class solutions and accelerate success! Prolocity Cloud Solutions serves the Northern Kentucky/Greater Cincinnati area locally and also provides Salesforce implementation and Salesforce training services nationally through the use of cloud technology.

Salesforce

Salesforce Consultants Cincinnati

Ohio

Prolocity Technology Solutions, LLC
407 Vine Street, Suite 219
Cincinnati, Ohio 45202

Salesforce Consultants Kentucky

Kentucky

Prolocity Technology Solutions, LLC
50 E. RiverCenter Blvd., Suite 414
Covington, Kentucky 41011

Reinvent Your Sales Pipeline with Salesforce Lightning Automation

Board

Salesforce Lightning moves the sales process faster and easier than ever before. There are two new tools available that enhance the sales process:  opportunities board and the enhanced run report page. These tools not only provide new capabilities, but take Salesforce automation to the next level.

Opportunities Board

The first tool elevating Salesforce automation is the Opportunities Board. The newly created opportunities board organizes opportunities into a summarized view. Each individual opportunity is displayed in one of several columns arranged according to stage. When the opportunity is ready to move to the next stage, users make the change on the same screen simply by dragging and dropping.

Additional features of the opportunities board include:  totals per opportunity stage and alerts. The totals per opportunity stage feature provides a clear picture of potential income related to stage. When opportunities are moved from one stage to the next, the totals automatically update. The alerts feature shows any open activities and allows users to create tasks or events. This integration increases efficiency as users can stay on the same page to update  opportunity action.

Enhanced Report Run Page

The other tool allowing users to get more from Salesforce is the enhanced run report page. The enhanced run report improves reports and dashboards with cleaner formatting and additional capabilities. Headers are now shown on the y and x axis’s as you scroll up and down the page. Additionally, key information is displayed at the top of reports, which is ideal if you need a quick overview without digging in too deep in the report. There is also a new drop-down that allows you save, clone, and delete the report with one-click. 

 

Prolocity’s cloud consultants deliver strategy, design, implementation, training, and optimization services to ensure that businesses are getting the most out of the technology. Their solutions leverage the world’s #1 cloud platform, Salesforce, to deliver best-in-class solutions and accelerate success!

Salesforce

Salesforce Consultants Cincinnati

Ohio

Prolocity Technology Solutions, LLC
407 Vine Street, Suite 219
Cincinnati, Ohio 45202

Salesforce Consultants Kentucky

Kentucky

Prolocity Technology Solutions, LLC
50 E. RiverCenter Blvd., Suite 414
Covington, Kentucky 41011

Is Your Business Utilizing the Top 4 Cloud Computing Trends For 2015?

The time is now to stay ahead of the cloud computing curve. Technology is always changing and it is important to be tuned in to the latest and greatest trends. The top 4 Cloud Computing trends for 2015 are Mobile, Integrations, Analytics, and Big Data.  With these tools, you can run your business on the go and no longer be forced to work behind your desk in the office.

Mobile 

Businesses are finding themselves away from the desk more often and are needing to run their company on the go. It is all about improving productivity, which means being able to stay on top of things from anywhere, anytime. For example, Salesforce.com has created their Salesforce1 mobile app that allows users to manage leads, contacts, accounts, opportunities as well as have access to data from external sources directly from your phone. Cloud Computing allows you to pick up right where you left off, on any internet enabled device.

Integrations

With the emergence of cloud computing integrating software is easier than ever. Rather than operating multiple pieces of software in separate silos, you can now integrate them into one seamless solution, making work more productive and efficient than ever. With the use of robust API’s, cloud-based platforms who embrace open communication will flourish, and those who build walls around their solution will not be able to survive. Salesforce.com (#1 CRM solution on the planet), for example, embraces integration through their Force.com development platform, AppExchange Marketplace, and their open API structure.

Analytics

So you spent a bunch of money on a new whizz bang solution and you are putting all of this fantastic data into it, but what is the point if you don’t have visibility into key business metrics and data analytics?

Data analytics are essential to running your business. This trend may be the most powerful of them all, because we are finally able to easily see how our data is working for us. Salesforce.com recently released Salesforce Analytic Cloud powered by Wave. In March three new features will be added: Wave Mobile Connector, Wave Mobile Dashboard Designer, and Wave Links. These new features help users import a raw data file and transform it into interactive visualizations that can be explored instantly, create analytic dashboards using any data source, and embed links into any Salesforce record or custom object that takes them to a specific visualization. All of this can be done directly on your phone or tablet at your convenience.

Big Data

Cloud technology now allows you to take data Analytics to a whole new level. It allows you to put forth action with the data you have collected. The promise of big data is still not fully fulfilled, but is surely a trend in cloud-computing that will continue to grow. The key is to capture data at a granular level to allow for faster decision making. Analytics gives you visibility into the data. Big Data gives you predictable analytics that will allow you to take action. This tool will enable more efficient business processes and fine-tune the way that we make key business decisions.

The Top 4 Cloud Computing trends will be a big factor in your business to run effectively and efficiently and stay ahead of the game. Prolocity provides cloud advisory and technology services to businesses and non-profits. Our cloud consultants deliver strategy, design, implementation, training, and optimization services.

Prolocity is a national Salesforce Partner providing cloud advisory, implementation, and support services to businesses and non-profits. Our cloud consultants deliver strategy, design, development, implementation, training, and optimization services.www.prolocity.com

Top 4 Cloud Computing Trends

Salesforce Consultants Cincinnati

Ohio

Prolocity Technology Solutions, LLC
407 Vine Street, Suite 219
Cincinnati, Ohio 45202

Salesforce Consultants Kentucky

Kentucky

Prolocity Technology Solutions, LLC
50 E RiverCenter Blvd., Suite 414
Covington, Kentucky 41011