Over the past 6 months, we have gotten to know Ryan Ozimek, CEO of PICnet, a B Corporation out of Washington DC who bring open source software and services to the hard-working non-profits and socially responsible businesses that make our world a better place. Ryan came to us with an exciting story about one of his clients...Read More
You have Salesforce, you have Gmail – hopefully, you also have Cirrus Insight – the number one app for integrating Salesforce with Gmail. We are big fans of Cirrus Insight here at Arrowpointe. Our day is so much easier having Salesforce data served up right inside of Gmail. Now, Cirrus has added support for any...Read More
Jason Venable is the Director of Application Development at Geopointe, a Salesforce.com MVP, and a former Force.com MVP. He has spent the past few months since Dreamforce 2014 making our app Geopointe work on the Salesforce mobile platform. Because Salesforce mobile is so new and amazing, it made sense to take some time to set up...Read More
This week is Marketo’s Marketing Nation Summit in San Francisco. We recently decided to invest in Marketo internally as our marketing automation tool, and since this week is Marketo’s Marketing Nation Summit in San Francisco, we thought it would be cool to highlight how using Geopointe to build geographically targeted campaigns in Salesforce can compliment your Marketo strategy. Campaigns...Read More
Joining a new company as a Salesforce Administrator can be fun – and scary. What kind of things are you inheriting in your new company’s org? How can you bring some quick wins to your new users? What laundry list of improvements does your new management have for you, and how fast do they expect...Read More
Salesforce Geolocation Integration: The Next Step Integrating location-based services with existing CRM data provides tremendous value for your sales team. Traditionally, Salesforce has focused on the Who (prospect), What (lead source), and When (schedule of upcoming demos, etc.). Geolocation gives you the Where, and takes your data to the next level. Visualization and mapping insights...Read More
Jobscience is a top recruiting application on the AppExchange. Working with one of our technology partners, Basati, we recently helped develop a custom list action for Geopointe that allows users of Jobscience to add candidates to a job based on Geography. We’ve decided to open source this for any other JobScience users who would like...Read More
Have you ever wanted to understand how your organizations sales are trending in a geographical area? How is product A doing vs product B in the Midwest? Where are sales trending up? Where are sales trending down? Trend reporting in Salesforce has always been challenging, but Geopointe Analytics powered by SpatialKey allows you to do...Read More
Last month we wrote about the power of using sales activities to filter map searches. This month, we want to to shift our focus a bit, and talk about the power of creating filtered map searches that look for records WITHOUT activities. Sales people can be great at documenting appointments and necessary follow-ups; Salesforce along...Read More
Joe Sales just left Acme, Inc. He managed Accounts all over Southern California. Jackie the sales manager pulls up all of Joe’s Leads, Accounts and Opportunities onto a map. She decides to split them into 2 sets, and assign them to 2 new reps, Heather and Mark. Custom Sales Regions with Shape Search Jackie uses...Read More
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