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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My 5 Favourite Salesforce Shortcuts
Did you know that Salesforce has shortcut keys? These are simple keystrokes that perform useful Salesforce actions. I use shortcuts a lot to work more effectively and efficiently in…
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My 15 Favourite Excel Shortcuts using Ctrl +
You are probably well aware that by using shortcuts you can perform actions in Excel with the press of a key, or with the press of a combination of…
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SUM() Formula in Excel
The SUM() formula in Excel is one of the simplest and most used formulas available. The SUM() formula shows the total of the selected range of cell values. It…
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How To Mass Delete Records, Including Reports
Let’s imagine that you have trained your Salesforce user base to regularly create their own Salesforce reports. It’s great that they can now self-serve and access the data they…
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How To Add A Cross Filter To Salesforce Reports
Cross Filters are very useful for creating focused reports in Salesforce. Cross Filters allow Salesforce reporting based on primary-secondary object relationships. Plus Cross Filters allow additional filters on the…
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How To Transpose Data in Excel a.k.a. move data from rows to columns
So, picture this, you have all your data set up in tidy columns and rows. Then you realise that you’d prefer rows of your data to be transformed into…
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Very Odd! View Subtotals and Sort in Pivot Tables
In the latest (Winter ’23) release of Salesforce, there have been two nice enhancements made to Pivot Tables in CRM Analytics. Both enhancements are in beta at the time…
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Simple Data Visualisations With Data Bars
Are you looking for a very quick and very easy way to show data visualisations in Excel? Then take a look at Data Bars from the Home ribbon. Data…
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To Do List On The Salesforce Utility Bar
With the Winetr ’23 Release of Salesforce we can now add a ‘To Do List’ to the handy, and much underappreciated, Utility Bar. The Utility Bar can be added…
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#VALUE! #REF! #N/A… #WTF!?
Excel is a great tool but when things aren’t correct, Excel will let you know with an error or info message. But these messages aren’t too descriptive or user-friendly.…
