The CRM Consultant
Free advice to help you get the most from your CRM system and to grow your business.
My Top 3 CRMs – Updated November 2024
Best For Sales
Pipedrive
Best For Start-ups
Close
Best For Small Business
Capsule
Read My ‘Best 10 CRMs’ Post >>>
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Adding A Utility Bar To Lightning Pages
The Utility Bar is a very simple tool that can be added to the bottom of Salesforce Lightning pages to highlight useful tools and links. And it only takes…
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Clone Source and CloneSourceId Fix
We have recently had a few issues with the integration between Salesforce Objects and Tableau CRM, namely to do with the Clone Source and the CloneSourceId fields. We have…
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Grant Salesforce Support Access To Your Salesforce
For anyone who has a support contact with Salesforce it may become necessary for you to grant the Salesforce Help team with access to your Salesforce environment so that…
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How To Add A SF18ID To A Salesforce Page
In an earlier blog post, I discussed in detail what a SF18ID is and the benefits of telling your users what it is and where it can be found…
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My 3 Favourite Salesforce Podcasts In 2022
Podcasts have been around for many years but have become hugely popular in the past couple of years. I’ve listened to Salesforce podcasts for many years – some are…
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Ever Wondered What Stack A Site Is Built On?
I’d like to quickly tell you about a great free tool that lists the technology stack a website is built on, for free. The site is Wappalyzer and it’s…
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A Brilliant Tool For Recording Business Processes
Do you create lots of business process documentation? Or create lots of training materials for online platforms? The below will help you a lot. I have been using ScribeHow.com…
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Do You Like It Comfy Or Compact?
It’s a bit tucked away, but did you know you can easily change the layout of Salesforce pages? And this can be configured by each user? Salesforce allows users…
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What’s An Excel Formula vs Function
Excel users often get the two things mixed so please allow me to briefly explain the difference between an Excel Function vs an Excel Formula. A Formula in Excel…
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How To Create A Nested IF CONTAINS Formula
In Salesforce reports you can create a nested formula using IF and CONTAIN functions to search for different text with a field value, and then create a new column.…
