Lead Assignment rules in Salesforce

Lead assignment rules in Salesforce are used to assign leads to specific users or queues based on a set of criteria. It helps to automate the organization’s lead generation and support processes. Lead assignment rules work for every leads -those  manually entered, created from web to lead forms and for those imported using data import…

Lead Dashboard with CRM Analytics

In previous articles, we discussed the basics of CRM analytics, how to build dashboards with CRM analytics and demonstrated a sample dashboard built within the platform. Here, we can see a sample Lead dashboard created to get interactive views of the business data.   The dashboard basically contains four widgets representing four different information out…

Build Dashboard with CRM Analytics

CRM Analytics dashboard continuously monitor key metrics of business, analyzing the results by key dimensions, like region, products, amount etc. The charts built within the dashboards are interactive and real time. Information is presented in an easy to read format. CRM analytics dashboards provide many ways to display any type of information like charts, map…

Integration of Jungo with Encompass 360

The mortgage industry is known for its complex workflows that involve multiple stakeholders, tedious paperwork, and time-consuming processes. However, with the advent of technology, there are now powerful tools such as Jungo and Encompass 360 available that can help streamline mortgage workflows and improve overall efficiency. The integration of Jungo with Encompass 360 will provide…

Basics of CRM Analytics

CRM Analytics formerly known as Tableau CRM is a platform which connects data from multiple sources and enables creating interactive views of that data. Its intuitive point-and-click visual interface helps everyone in the org getting immediate access to the powerful data insights derived by means of the various assets. Here we discusses the basics of…

Lead Conversion Report and dashboard in Salesforce

Leads are potential customers of a company. In Salesforce, information about leads is stored in Lead records. We can gather leads through various lead sources like Web, Phone enquiry, past happy customers, partner referrals so on and so forth. Leads will become assets to your company once they gets converted into a contact or account…