5 Big Ways to Maximize Your Salesforce Dashboards (Guest post on the Salesforce blog)

Today we published a guest post on the Salesforce blog titled “5 Big Ways to Maximize Your Salesforce Dashboards”. The post details a number of high level steps you can take to really make the most of Salesforce dashboards, including links to a number of free dashboard packages on the AppExchange and other resources.

So much of our critical data is stored in Salesforce, and dashboards provide an easy visualization tool that automatically refreshes with the latest data, no spreadsheet updates required. If you are a Salesforce user and you are not using Salesforce dashboards, check out the post and then get started!

The 5 topic areas covered, that will help you make optimal use of Salesforce dashboards, are the following:

  1. Agree on Metrics
  2. Start with Existing Templates
  3. Have Main KPI / Executive Dashboards
  4. Bring other data into Salesforce
  5. Email Your Dashboards

Check out the guest post now on the Salesforce blog.


 

Other resources mentioned in the article:

If you are new to Saleforce dashboards, check out our other recent post on How to Customize Salesforce Dashboards.

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Guest post on the Salesforce blog: 6 Ways to build a Salesforce Lead Machine

Today CloudAmp Founder David Hecht published a guest post on the Salesforce.com blog that outlines some best practices for lead management and demand generation using Salesforce. The article is focused on small and medium businesses (SMBs), who face some particular challenges regarding budget and staff resources when it comes to these issues. But the good news David outlines is that SMBs can build their own “lead machine” using mostly Salesforce CRM’s built in tools, with a few affordable add-ons. Read more on the Salesforce blog. David’s recommendations include:

  1. Establish a Lead Process
  2. Use Web-to-Lead Forms
  3. Use Salesforce Lead Automation
  4. Track the Sources of Your Leads
  5. Set up Dashboards
  6. Develop an Email Program

Salesforce.com Blog >

“6 Ways to build a Salesforce Lead Machine” guest post >

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