Are you struggling to get traction in your partner channel? Have you implemented a PRM (Partner Relationship Management) system that’s not quite getting the job done? We find many of our customers roll out a PRM with the goal of allowing their partners to view or work leads and opportunities…
GearsCRM will now offer consulting services to Conga customers, incorporating Conga Composer, ActionGrid and Conga Contracts into industry leading Salesforce solutions Conga, an application provider for companies looking to automate and enhance their business productivity through end-to-end Digital Document Transformation, today announced that GearsCRM, a Gold Salesforce Partner and a…
Community Chatter Group Membership, Public Groups Maintenance So you’ve launched a Community for your Partners and/or your Customers, and now you’re working with more features and hoping to ramp up engagement. A common problem we see post-implementation with our Community Managers is keeping track of the Community group assignments. Groups…
In case you haven’t heard, Pardot recently announced its new release schedule with Pardot features and enhancements now being announced every other month. Not only does this alignment with the core Salesforce Release schedule mean fewer surprise or missed under-the-radar updates for Pardot Admins but more importantly, we ‘Pardot people’…
Up here in New England, we're getting our first real snow of 2019. It isn't quite the snowmaggedon they were predicting, but it's still enough that the only reason I'm going outside is to shovel and to convince my dog to go to the bathroom. Perfect day to play some…
Hope everyone had a terrific New Year. 2019 is already shaping up to be an exciting year in the Salesforce world and Spring 19 is a big part of it. We covered the Sales Cloud, Einstein Sales Cloud and Platform changes coming in our first post and it was clear…
Happy Holidays everyone. I hope you had a nice relaxing holiday these past few weeks and that you're about to have a terrific New Year. The last couple of years, the Spring release notes have been coming out right before Christmas and this year was no different as they came…
Happy New Year! Gears is ending 2018 with a ton of momentum and we're looking to start off 2019 with adding to the team across multiple career opportunities. 2019 is looking like it's going to be a huge year for us as we continue to expand across multiple clouds. For…
Thank you to all who joined our Communities webinar on Halloween! If you missed the webinar, we have posted the recording here. We got some *spooktacular* questions in the chat after the demo and we wanted to recap for everyone who made it, or for anyone just now catching up…
Most people haven't put a ton of thought into Salesforce profile pictures. Salesforce Administrators are certainly not "most people" and they tend to put a little more thought into it... but even then, not all of them have spent much time thinking about them. For the most part, your users…
Fall is in full effect - the leaves are falling, the weather is getting cold, Halloween is almost here and the World Series just wrapped up, where my beloved Dodgers lost a second consecutive one. Only way to get a little cheerful from that is to dive into Winter 19…
Winter 19 is out to the last of the instances with this weekend's releases, so everyone can now get at all of the features. Normally by now we've already finished our release write-ups but I had a ton of travel with Dreamforce (which unfortunately wipes out most of two different…
I hope everyone had a terrific summer. This one went quick, but nothing makes you realize it's over quicker than having Dreamforce around the corner and the Winter 19 release notes already being out. Winter 19 is coming in early October, so even though it feels like Summer 18 just…
In our introduction to GearsDataMask, we spoke about how inadvertent PII / PID is a real problem for Service organizations. You can have processes in place for your agents to ensure that credit card numbers, social security numbers and other PII are stored in a secure way - if at…
With Summer 18 chatbots have been delivered to the Salesforce masses with the introduction of Einstein Bots. We talked about this a bit in our Summer 18 Service Cloud write-up, but this is a big enough feature that we're going to dedicate a whole post to it and how it…
Summer 18 is already out across everyone's instances. We had our upgrade this weekend and we're already setting up some of the new features (as predicted, it's only been 2 days and that scuba-diving bear is already freaking me out when I'm waiting for Lightning to load. He just has…