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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

Take Your Salesforce CRM to the Next Level With Desk.com Customer Support

Posted on July 7, 2015 by Matt Farano

Take your Salesforce CRM to the next level with Desk.com customer support. Desk.com is a customer support app designed for speed, ease of use, and scalability with all the support needs that a company may have. With Desk.com your company can provide customer service on every channel without ever skipping a beat. The app includes productivity tools, easy to manage knowledge base, intuitive reports and dashboards, & a cutting-edge mobile app.

The best part…you can be up and running with Desk.com in matter of minutes/hours, not weeks or months. Connect your social media, email, phone, discussion boards, etc. to Desk.com and manage multiple channels in one place. Never again do you have to worry about seeing a support issue when it’s too late. Your support team can communicate with customers in real-time on a platform that will grow with the needs of your business.

With Desk.com your customers also have the ability to self serve. Create a branded self-service site that allows customers to solve their own problems and make it easy for them to find answers or check their own case status. You also get multi-brand support so customers know right where to go for help with their specific needs. Whether you have multiple product lines or service offerings, customers always get routed to the right support. Additionally, your support team & customers will have access to Knowledge Base, so consistent & correct information is always just a couple clicks away.