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Rich Text Components improve Salesforce User Adoption: CAS Come and See Video

Rich Text Components improve Salesforce User Adoption: CAS Come and See Video

by Natalie Battista | May 28, 2021 | Managing Salesforce User Adoption, Salesforce Lightning, Uncategorized, User Adoption

Rich Text Components improve Salesforce User Adoption. In this CAS Come and See Video, Natalie Battista shows you how you can use the rich text component to deliver messages to your Salesforce users. In this case, Natalie shows how you can remind your sales team to...
Converting Leads in Salesforce: CAS Come and See Video

Converting Leads in Salesforce: CAS Come and See Video

by Cory Frey | May 21, 2021 | Managing Salesforce User Adoption, Uncategorized, User Adoption

Converting leads in Salesforce – how and why would you ever do that? Leads are one of the most underused objects in Salesforce; we have many clients who do not use Leads and we want to show you how and why you should really consider this valuable object! Cory...
Make your Salesforce Org Sellable: CAS Chats Video

Make your Salesforce Org Sellable: CAS Chats Video

by Natalie Battista | May 14, 2021 | Managing Salesforce User Adoption, Uncategorized, User Adoption

How do you make your Salesforce org “sellable”? If you’re entering an M&A event, your Salesforce instance will be one of the primary ways to identify the leading indicators of pipeline, and therefore company, value. Join Natalie Battista MBA and...
Hide Self View in Zoom: CAS Come and See Video

Hide Self View in Zoom: CAS Come and See Video

by Cory Frey | Apr 16, 2021 | Uncategorized, User Adoption

How to Hide Self View in Zoom:  Zoom fatigue is real.  Bouncing from meeting to meeting, sometimes you get tired of looking at your own self – and it can be distracting!  Did you know that you can hide the self view, so you can see other people on video without...
How Can I Keep Up with All of the Salesforce News???

How Can I Keep Up with All of the Salesforce News???

by Shannon Gregg | Nov 16, 2020 | Uncategorized

Wow, Salesforce puts out so much amazing, incredible, helpful content.  From Trailhead modules to documentation to communities to emails and videos and webinars, it can be a full-time job just consuming it all! Well – we’re here to help.  Salesforce...

Salesforce User Adoption: The “P” in ADOPT

by Shannon Gregg | Dec 26, 2018 | Uncategorized, User Adoption

After the initial technology implementation, it may be expected that users will love and adopt your tech more and more as they become immersed in the features and benefits that technology brings to them.  Right? Well, do you remember the basics of inertia from your...
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