As the first big storm of the year is hitting a lot of the north, Spring 15 is coming around the corner. This is part two of a three part write-up and is focused on the Service Cloud features for Spring 15. The parts of the full write-up are broken…
I spent Christmas Eve pouring over the new Spring 15 release notes thoroughly enjoying my first Christmas present of the season. Does that make me a little odd? Possibly, but why else would salesforce release these on Christmas Eve unless they knew there were a large group of people like…
The Winter 15 release notes are out, and we're on Part 3 of our 3 part series detailing the more interesting new features. In Part 1, we discussed the new Winter 15 features for Sales, Salesforce1 and the Platform. In Part 2 we spent some time on all the new…
In Part 1, we discussed the new Winter 15 features for Sales, Salesforce1 and the Platform. For Part 2 we're going to focus on Service Cloud. (As a reminder, Part 3 will be covering Chatter, Communities and Work.com). Let's have at it. As always, no particular order: Email-to-Case - Really…
It's still August and we're all trying to cling to the end of the summer. Meanwhile salesforce is moving on to winter already (mentally, I feel we need an Autumn release so we can deny the winter is really coming for a few more months). The Winter 15 release notes…
GearsCRM is always looking to add to the team. We have a small, driven and self-motivated team that likes to work hard but also have fun while doing so. All of our jobs are virtual, work from home positions, with flexible schedules that match your own personal life. Our clients…
In Part I we covered the new features in Summer 14 for Sales, Salesforce1 and the platform. For Part 2, we covered all of the collaboration features - Chatter, Communities and Work.com enhancements. Now, for Part 3, we're going to be covering Service Cloud - all of the features supporting…
GearsCRM is always looking to add to the team. We have a small, driven and self-motivated team that likes to work hard but also have fun while doing so. All of our jobs are virtual, work from home positions, with flexible schedules that match your own personal life. Our clients…
In Part I we covered the new features in Summer 14 for Sales, Salesforce1 and the platform. For Part 2, we are going to be covering Chatter, Communities and Work.com enhancements. (Just as a reminder, Part 3, will cover Service Cloud.) As always, no particular order to these: Salesforce File…
Feels like we're still digesting Spring 14, and the Summer '14 release notes are already out. With another over 300 pages of release notes (327 pages in all!), there is a lot to digest here. Similar to the last few releases (Summer '13, Winter 14 and Spring 14) there is…
One of the most common salesforce enhancements requested from our clients is to allow them to create round robin assignments for Leads or Cases. If this is a pretty straight-forward round robin, it can be done with config using an Auto-number and a formula field. First, you create the auto-number…
The Salesforce Spring '14 release notes are out, and clocking in at 323 pages, it's another big list of features to digest. In case you haven't seen the announcements, the release itself has been pushed back about a month, and the new release dates are here. Being too big for…
The Salesforce Spring '14 release notes are out, and clocking in at 323 pages, it's another big list of features to digest. In case you haven't seen the announcements, the release itself has been pushed back about a month, and the new release dates are here. Similar to the Summer…
Across the Customer Service industry web chat is becoming an even more popular channel to engage with your customers (and prospects). According to Forrester's Top 15 trends for Customer Service in 2013, there was a 24% rise in usage of chat as a support channel over the past 3 year…
GearsCRM is always looking to add to the team. We have a small, driven and self-motivated team that likes to work hard but also have fun while doing so. All of our jobs are virtual, work from home positions, with flexible schedules that match your own personal life. Our clients…
The Salesforce Winter '14 release notes are out, and it's another big one. In the first part, we covered the Sales, Chatter & Platform updates. In this part, we'll cover Service and Communities as well as a few features that tie in nicely with them. As always, in no particular…