Blog

One Underrated Aspect of Switching to Salesforce

The chances are good that if you have found your way to our website it’s because you are considering Salesforce as the CRM of choice for your auto dealership. You are likely interested in making the switch so you can sell more cars and trucks, get more service revenue, and cut out embarrassing mistakes like […]

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Why Every Major Auto Dealer Needs a Salesforce Implementation Partner

The auto dealership industry is as competitive as it has ever been. Not only are there new online and offline options for car buyers to choose from, but consumers are looking beyond simple price comparisons. They are taking factors like trust, reputation, and even service availability into account when making purchasing decisions. None of those […]

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Why 2022 Is the Perfect Time to Make the Salesforce Switch

Often, the auto dealership business owners and technology executives who come to us aren’t hearing about Salesforce or advanced customer relationship management software for the first time. Most tell us they have been thinking about making an upgrade for some time. They just didn’t know whether it makes sense to take the plunge or wait […]

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Why Auto Dealerships Are Moving to Salesforce

Until recently, it was very common for auto dealers to simply rely on the generic, all-in-one software solutions provided by manufacturers. Lately, however, many of those on the leading edge – our clients included – have begun making the move to Salesforce as their customer relationship management (CRM) package of choice. Why is it that […]

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How to set up Surveys with Salesforce and WordPress

Update to Original Post: When I first wrote this post, Salesforce did not have a native survey functionality. That changed with the Spring ’18 release, but it’s still at its early stages and does not offer the powerful functionality that something like FormAssembly or ClickTools does. But if you need simple surveys and you have […]

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Nonprofit Membership Management with Salesforce

When it comes to Membership Management, nonprofit organization have a lot of options. Most are pre-packaged applications, where your organization has to adjust the way you manage your members to fit the processes of the software. Some have some basic customization options, but the core methods are built in. But they all have some limitations […]

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Top Five Paid Apps on AppExchange

We have installed and configured a lot of amazing apps from AppExchange for our clients, but there are a few that we believe have a use case for almost every type of business that uses Salesforce. Here is a list of the top five most useful paid apps on the AppExchange. #1 Conga Composer If […]

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Paya Salesforce Integration

A Los Angeles based National Public Radio (NPR) member station had close to 20,000 members whose monthly payments were processed through Paya, and they needed a solution to manage the members and the payment processing through Salesforce. The first place we looked was AppExchange, as they already use Chargent to process payments with a different gateway, […]

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Make Multi-Select Picklist Values Searchable

One of the limitations of using a multi-select picklist field in Salesforce is that the values selected are not searchable. An idea was posted more than a decade ago on the Salesforce Idea board, but it doesn’t seem like that will happen any time soon. Here is the link to the idea if you want […]

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Household Account Model vs Person Accounts

When implementing Salesforce for businesses that sell a product or a service to consumers (B2C), one important decision you need to make is whether to use Person Accounts or Household Accounts. Which model we recommend depends on a few factors discussed below. y default, Salesforce Accounts store information about businesses or other entities. Enabling Person Accounts extends the […]

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