Category: Product Features

Getting It Right First Time: The Value of Salesforce Consulting Partners

Getting It Right First Time: The Value of Salesforce Consulting Partners

Based on several studies over the past 20 years, around 50-70% of CRM projects fail.

Getting it right isn’t easy; which is why Salesforce Consulting Partners like Appdraft exist. Here are just a few examples of the complexities that you’ll need to tackle; whether or not you’re into DIY!

An Exact Science: Forecasts in Salesforce

An Exact Science: Forecasts in Salesforce

Sales Forecasts help businesses understand how they’re tracking against revenue expectations.

The Forecast and Quota tools in Salesforce Sales Cloud are some of the most under-used but effective tools in the Sales Cloud suite.

This article looks at Forecasts in detail, together with some recent advancements in the Salesforce Spring ’22 release.

Salesforce Showcase: Salesforce + Xero Integration

Salesforce Showcase: Salesforce + Xero Integration

Xero is one of the most popular accounting apps for SME’s. Salesforce Sales Cloud is the world’s number one CRM. What happens when you combine the two? At the very least, you can expect the Sales teams to be able to focus their efforts more strategically on the right clients; but the sky’s the limit! […]

The many reasons spreadsheets are not your friends

The many reasons spreadsheets are not your friends

People love spreadsheets. They’re a comforting way to push data around and track changes. BUT, there are many reasons why spreadsheets don’t work beyond the most basic of use cases. Here’s why we shouldn’t be afraid to shake off the limitations of spreadsheets and move towards a database structure.

“Training Issue” + “User Error” = Bad System Design

“Training Issue” + “User Error” = Bad System Design Salesforce Consultants drive out user error

‘It’s a training issue’. ‘I’m afraid it’s user error’. We hear these justifications frequently in a customer service environment when something goes wrong. But how often should we really be attributing ‘user error’ to bad system design? Whilst it might be idealistic to say that the right system can design-out all propensity for error, it’s […]

Why your sales team doesn’t use CRM

Why your sales team doesn’t use CRM User Adoption

‘I’m too busy’. ‘I’m not great with computers’. ‘I’ve got my rolodex, I don’t need a CRM’. Salespeople are a tricky bunch. The great ones have their idiosyncrasies and sales managers will often be inclined to overlook them as long as the team delivers new business. But a good team is only part of the […]

The Death of a Spreadsheet

The Death of a Spreadsheet Death of a Spreadsheet

You wouldn’t use a calculator to do a job for a spreadsheet (or vice versa, assuming you have a calculator to hand). By extension, with the wealth of technology solutions available to business today, why do we continue to rely so heavily on spreadsheets?

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