PhoneIQ | Blog: Salesforce Category

10 min

Maximizing Sales Efficiency with Salesforce Power Dialer: A Game Changer for Teams

In today’s fast-paced sales environment, efficiency is key. Sales teams need tools that not only streamline their workflows but also help them connect with prospects faster and more effectively. Enter the Salesforce Power Dialer — a robust feature that integrates seamlessly with Salesforce and transforms the way sales teams handle outbound calling. In this blog, we'll explore how PhoneIQ’s Salesforce Power Dialer can supercharge your sales productivity, improve your team’s performance, and ultimately drive better results.

Nov 19, 2024

Kory Westerburg

7 min

Salesforce Roll-Up Summary Fields on Lookup Relationships

A roll-up summary field, as the name suggests, aggregates data from related records. Different calculations are possible with roll-up fields. You can count the number of related records or find a maximum, minimum, or sum of a field in the related records.

Jun 13, 2022

Aditya Sehgal

Salesforce

15 min

Understanding the difference between a Lead, Account, Contact and Opportunity in Salesforce

For those new to the platform, this article explains the difference between the core objects of Salesforce.

Jun 10, 2022

Matt Graessle

Salesforce

5 min

Identify Trends with Salesforce Reporting Snapshots

Sometimes, a Sales or Service team leader or executive wants to see how things are progressing over time. This is easy to do for things like Opportunities won or lost, or Cases being opened and closed. However, the real-time nature of things like a Sales Pipeline or Service Backlog mean that those reports are constantly changing.

Jun 6, 2022

Matt Graessle

Salesforce

10 min

Integrating SMS into a Salesforce Sales Engagement [Former High Velocity Sales] Cadence

When talking about Salesforce, there is no better way to organize sales cadences than with High-Velocity Sales (HVS). Based on customer information, seasons, or products, it is just a matter of assigning leads or contacts to a rep, and the predetermined steps in the cadence will be an easy path to follow.

Jun 1, 2022

Mathias Viscardi

Salesforce

5 min

Everything you need to know about Salesforce's new Strategy Designer Certification

Strategy design combines skills like experience design, business management, analytical thinking, and critical thinking. Through the process of acquiring a Strategy Designer Certification, you can prove mastery over these concepts, allowing you to more effectively navigate today’s ambiguous business landscape while building sustainable value into the future.

May 30, 2022

Steven White

Salesforce

7 min

2022 Most valuable Salesforce Certifications

Salesforce is 2022 ranked number 1 CRM as it holds a dominant position in customer relationship management so every company requires their employees or interested candidates to have salesforce certiﬁcation.

May 27, 2022