Home | Reports & Dashboards

Reinvent Your Sales Pipeline with Salesforce Lightning Automation

Posted on January 21, 2016 by John McKenzie

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 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

3 New Features Available When You Switch to Salesforce Lightning

Posted on January 15, 2016 by John McKenzie

The new user interface, Salesforce Lightning delivers a modern approach and increases outlook capabilities. There are three new features that provide a quick overview on the Salesforce homescreen: quarterly performance, account insights, and assistant. These new features put the most important information front and center without you having to do anything except login.

Quarterly Performance

The first feature generating excitement for the customer success platform is quarterly performance. Quarterly performance provides a snapshot of the company’s activity for users right on their homescreen. The enhancement integrates data straight from Salesforce and is customizable to display sales goals by teams or individuals. Quarterly performance removes the need to pull a report or even click on a dashboard to see how everyone is performing, the information is now at your fingertips as soon as you login.

Account Insights

Another feature that is catching quite a bit of attention is account insights. Account insights links relevant articles about your top accounts on the homescreen. The insight feature tracks information about your top accounts in Salesforce by identifying the biggest open opportunities. Account insights then searches the internet for articles pertaining the the account. Not only does this allow for increased knowledge about the companies you are working with, but it also fosters a deeper customer relationship. With up-to-date news articles displaying right after login, you will never be the last to know about important changes in your customers businesses.

Assistant

The other feature rolled out in the modern user interface is Assistant. Assistant explores new possibilities with managing Salesforce tasks. Assistant improves tasks by bringing the most important open actions right on the home screen. Any item needing attention or nurturing is brought to the assistant section such as: open tasks, new leads, or opportunities with no action. The assistant is readily organized with tasks displayed in order of importance: tasks that are overdue, tasks due today, leads assigned to you today, opportunities with overdue tasks, opportunities with no activity in 30 days, opportunities with no open activity. Now you never have to miss a deadline again.