How to Attach Evernote notes to Salesforce contacts – Step By Step

Evernote-SalesforceEvernote is  an app that can organize your life. You can save business cards, photos, notes from meetings, shopping lists, recipes, record speeches at conferences and store any document you can think of. The fabulous mobile version allows you access anytime anywhere.  Salesforce on the other hand is the ultimate CRM tool for medium sized businesses and big corporations. Imagine connecting the two! Continue reading

Field Service Optimization with Synchroteam

synchroteamGain the Field Service optimization advantage by using app integrations to smooth out your workflow and reduce double handling of data across your business operations.

Managing a Field Service office is one of the most difficult coordination tasks in business.

A typical Field Service Management workflow includes:

  • Responding to urgent customer requests
  • Allocating field service technician support
  • Matching technicians with the service equipment and repair machinery they need to do the job
  • Coordinating a mobile workforce
  • Keeping back-office systems up-to-date
  • …The list goes on.

On any given day, the average Field Service Manager feels like an octopus, juggling eight things at once. And then the phone rings with an urgent new task or a query about a job just completed…! Continue reading

A Single View of All Your Leads – Salesforce Gmail Integration: Step By Step

salesforce gmail integration
You CAN build month on month business growth by keeping a global view of all your communications with new sales leads.

Our Salesforce Gmail integration automatically lets you keep records of all incoming and sent emails to your leads from within your Salesforce database.

You can even set up tasks in Salesforce so that your schedule is updated whenever you receive new emails.

At CloudWork, we encourage you to use CRM integrations as a key way to maintain an overview of all your business relationships. Now, more than ever, a successful business must be able to show a listening ear to their customers and be able to create a personal experience for every client. Customers want to feel that the businesses they buy from understand their needs and are flexible enough to adapt to their specific situation. Successful businesses are often taking a lean entrepreneur approach to their business model by creating a sense of personalization for each individual customer, while using business processes that can scale up and meet ever-growing demand.

Our Salesforce Gmail integrations are a good example of the resources we are creating for businesses to better manage their inbox and continually convert sales leads into new customers every month of the year. Continue reading

How to Track All Your Clients With a CRM Integration

crm integration use case

Meet John, a sales person at SmallCo who finds his online CRM very handy to keep track of his prospects and clients. John systematically adds any piece of information he is aware of about his clients on his CRM.

The problem is, when Mary from ClientCo calls him he has no idea that she has received a promotional offer from the marketing team. And worse, that Mary has not paid her last three invoices. He also does not know that she opened a ticket with the support team about a delivery problem and that she sent an email rant to John´s boss just this morning.

In other words, John has only a narrow view of his clients, his view. But Mary is also interacting in different ways with other people at SmallCo and she has a different view of John´s company, hers!

So when John and Mary talk, they don´t really understand each other  because they don´t share the same view. Mary is frustrated and so is John.

Does this scenario sound familiar? I bet it does! Have you ever missed a sale or lost a client just because you were not aware of what happened?

How would John feel about tracking all of Mary´s interactions with SmallCo, just inside his favorite CRM app easily and simply? How would you feel?

Continue reading