Tackling Salesforce Development for Non-Developers

Any organization with Salesforce Enterprise (or above) should consider use of custom development as the best way to maximize its software investment.

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How to Quote Configured Products

How to Quote Configured Products

It’s relatively easy for a sales person to create a quote when the customer requests an item that you have already sitting in your product catalog…but what about when you need to configure on-the-spot?

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Improving Salesforce Reports and Dashboards Through Integration

Improving Salesforce Reports and Dashboards Through Integration

Last month we touched on the exponential value to manufacturers realize when they integrate their ERP and Salesforce solutions as well as implement an advanced quoting solution.  Most of the benefits listed were around process improvement.  The good news is that the benefits do not stop there. As mentioned last month, there is also massive benefit to customers from a reporting and dashboard perspective when their data sits on one platform. As we all know, Salesforce has world-class functionality around reporting and dashboarding, and it is a...

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The Exponential Value of Implementing Both iQ and Connect

As you are well aware by now, Alternative has a rich background in manufacturing and technology. Our consultants average 15+ years experience in the industry and have deep experience with both CRM and ERP.  After many years of providing custom services to our customers, it became obvious that there were some repeatable service needs in the market.  The first involved integrating Salesforce with backend ERP systems and the second was advanced quoting. Since these services kept coming up time and time again, we decided to productize each of...

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Salesforce Spring ’14 Release

With Salesforce’s release of Spring ’14 right around the corner, its time to get up to speed on the new features and improvements.  We’ve parsed through the 200+ pages of release notes and pulled out what we think are the most interesting and valuable features.  It’s no surprise that many of the new features reside around the recently released Salesforce1 mobile app, but there are some exciting new features for the Sales and Service Clouds as well.  Check out our top 5 and honorable mention below! Top 5 Enhanced Lookups Available for Users...

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iQ: Customer Feedback

Are you interested in learning more about our iQ quoting solution? Perhaps you may be interested in hearing about iQ from one of our newest customers.  Please take a look to see what Trent Romer, Clear View Bag’s VP of Sales has to say about their experience with iQ: “We were introduced to iQ when we signed on with Salesforce in June 2013. The iQ application was essential for us to provide more professional looking, more complete quotes to our clients while at the same time accumulating essential decision-making information along...

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New In Salesforce Winter ’14 – Charts On Your Records

New In Salesforce Winter ’14 – Charts On Your Records

There are a lot of things to love about the current Salesforce release, but one of my favorites is the ability to have report charts on your record layouts.  Sure, before you could do some URL hacking and give users the ability to run reports for a particular record, like an account, but for displaying summary information that’s available at a glance I think this will be invaluable for a lot of organizations. Here’s an example on an Account record that I think many will find very valuable. These two charts show open and closed sales for the...

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