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Run Your Business from Your Phone with the Salesforce1 Mobile App

Posted on September 15, 2016 by John McKenzie

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 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

Posted on March 3, 2016 by John McKenzie

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.

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 AppExchange, GridBuddy 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 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

Pardot for Salesforce: B2B Marketing Solution

Posted on May 26, 2015 by Matt Farano

Pardot for Salesforce is a B2B Marketing Solution that bridges the gap between marketing and sales to drive better quality leads, to help qualify those leads through lead nurturing, and then score all those activities so sales teams can prioritize the leads they are working with. Pardot’s features include CRM integration, email marketing, lead nurturing, lead scoring and grading, social posting, and ROI reporting/analytics.

With Pardot, your sales team is empowered with their own marketing machine to accelerate sales. The marketing team can push out campaigns and increase brand awareness, and the handoff to a sales rep to pick up hot leads is seamless. This is a huge differentiator for a sales team, because it drastically improves your response time. A sales rep can engage with a prospect the moment they become active! You can manage your qualified leads from anywhere, anytime with the Salesforce1 mobile app.

Pardot categorizes your leads based on the prospect’s activity score, so sales reps can focus their time where it matters most. It also allows you to send and track all one-to-one communications using pre-created templates & content, and then report on which of those templates proved to be the most effective. Say goodbye to writing emails from scratch every time you communicate with a prospect!

By combining the #1 CRM in the world, Salesforce, with the incredible marketing power of Pardot, your sales and marketing teams will be able to work together like never before.

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