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…

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…

How to Create document checklist items in Salesforce

This article explains how to Create document checklist items in Salesforce financial cloud for commonly required documents. Click Financial Services Cloud | Financial Services Cloud Administrator Guide | Salesforce Developers to learn about Salesforce financial cloud. Contact Us Now  Take Five Consulting is a technology company, based in Virginia U.S., that specializes in the Mortgage Banking…

Automated SMS campaigns in Salesforce/Jungo

There are a wide range of campaigns available in Salesforce (Ex. Automated SMS campaign in Salesforce/Jungo ). Based on the needs of the marketers, salesforce objects can be customized for the desired marketing campaign. This can be done by doing a few configurations in Jungo. For assisting business augmentation through marketing campaigns, Salesforce provides various…