Solidify Technologies Blog – Page 2 – Let Solidify Technologies create the Salesforce environment you have always imagined while increasing productivity and keeping costs within your budget.

Lead Management

Show the impact of your marketing activities on your sales pipeline and invest your time on the hottest leads.

Convert more leads into actual opportunities.

Salesforce lets you track all the right information about your leads. The rich activity timeline lets you see and access the most up-to-date contact information. Then understand best practices and relevant documents using Sales Path. Lead tracking lets you see where a marketing campaign lead came from, read the relevant insights you can act on, and write and track emails from the CRM . It’s everything you need to convert more leads, faster.

Route and assign leads to the right people.

Set up automatic lead scoring and routing to ensure leads never fall through the cracks, and that the right sales reps follow up on leads while they’re hot.

Track marketing campaigns across all channels.

Be a successful lead tracker from capture to close. You’ll be able to manage and track campaigns across all channels, including social media. This will help you make smarter decisions about where to invest, and show the impact of your marketing activities on your sales pipeline.

Contact Solidify Technologies about the impact of your marketing activities on your sales pipeline and invest your time on the hottest leads.

Opportunity Management

Manage all your sales deals with Salesforce while staying connected to the people and information you need to close every sale, from anywhere.

Focus on what’s important. In fact, we’ll highlight it for you.

View critical details in a rich activity timeline of your customer’s activity. Know whom you’re competing against, what stage your deal is in, and what moves you need to make next to win. Track all associated activities as they happen and receive updates when action is needed. Send emails simply with templates just a click away.

Streamline the sales process.

Your CRM solution should map to your sales management and business processes, not the other way around. Easily customize our app to reflect your sales and forecasting stages so you can drive process, productivity, and consistency the way you want.

Quickly create up-to-the-minute quotes.

Track which products are part of your deal, including quantity, standard price, quoted price, and product codes. Set up revenue and quantity schedules to mirror payment and delivery terms. With built-in quoting capabilities, you can automatically populate a quote with relevant customer data, generate a PDF from an approved template, and email it to customers directly from Salesforce in just a few clicks.

Provide guidance and congrats.

Deals happen fast. Use Salesforce to keep your team informed with real-time updates. Revise your deal status, pull in teammates for help, and more — all from your mobile device.

Contact Solidify Technologies to manage all your sales deals with Salesforce while staying connected to the people and information you need to close every sale, from anywhere.

Organize contacts, schedule tasks, and manage deals more efficiently with Salesforce contact management software.

Know every contact in your customer accounts.

Access critical customer data including key contacts, communication history, and more — quickly and easily with customer contact management. You’ll get a complete picture of every customer, from insights about how to engage with them to deals they’re involved in.

Use a feed of your customers’ social content to understand what they are saying about products or services. You’ll uncover valuable insights into your customers’ issues, so you can proactively provide answers.

Collaborate with people companywide.

Moving your contact management solution online and in the cloud enables collaboration across the organization. Our social collaboration tools are designed for you to share insights, relevant documents, and more on every business record and contact.

Prepare for customer meetings while on the go.

Access all of the account and contact data you need to keep deals moving, from anywhere. The Salesforce app on your mobile device pulls in valuable social profile information from your accounts and contacts, giving you deep insights so you can walk into that important sales meeting with confidence.

Contact Solidify Technologies to organize contacts, schedule tasks, and manage deals more efficiently with Salesforce contact management software.

Manage pipeline and forecasting.

Get real-time visibility of your team’s pipeline and forecast with precision so you can grow your business with confidence.

Drive predictable revenue with comprehensive forecasting.

Keep a comprehensive view of your entire pipeline and business — without ever leaving your CRM. Get real-time visibility into your forecasts and make adjustments on the fly. Use data insights and predictive AI to clarify business decisions that drive revenue.

Drive pipeline accuracy.

Easily maintain the health of your pipeline on a single pane of glass. Hone in on the most promising deals with quick filters and out-of-the-box KPIs. Turn your 1-on-1 status updates into coaching sessions with real-time changes in customer data. And guide reps on which deals to focus on first with the help of AI.

Keep your forecast flexible.

Sales processes tend to change. And your forecasts must be flexible enough to keep up. Ensure accuracy and consistency by creating forecasts based on KPIs that match your unique business model. Uncover sales insights to get a clearer picture of trends in your forecast, and then make real-time adjustments to scale best practices.

Contact Solidify Technologies so you can grow your business with confidence.

Sell smarter. Not harder.

Use applications you already know. Automate low value tasks. Use tools that drive productivity. All to help you focus on tasks that are worth your time and energy.

Close deals from your inbox.

Get a complete view of all your customer interactions with Salesforce integration to Outlook or Gmail. Capture emails instantly into Salesforce, keeping you and your entire team up to date.

Get the right CRM data from your email.

Bring any business process into your favorite email app with Salesforce integration. Easily customize the layout to your liking in a few clicks. Allow reps to quickly surface, create, or update CRM information where they spend most of their time.

Get deeper customer context from every email.

Make every event and correspondence count. Keep your email, contacts, and calendars seamlessly synced with your Salesforce data across both desktop and mobile.

Leave busy work for the bees.

Stay on top of your accounts without wasting time with manual data entry. Automatically capture and organize all essential email and event data for you, so you can spend more time on what’s important — selling.

Turn your inbox into a selling machine.

Supercharge your sales productivity with AI features in Salesforce Inbox. Sell smarter and move deals forward faster — from anywhere — with AI-driven insights and email tracking.

Contact Solidify Technologies to help you focus on tasks that are worth your time and energy.

Easily automate your process.

Design and run any business process with point-and-click simplicity. Create repeatable success with automation in your deal cycle, from discounts to approvals.

Set your business processes and approval requests to be finished automatically.

Process Builder provides a simple point-and-click interface to automate business processes. You can create automatic email alerts for deals over a certain size, auto-assign tasks as a deal moves through the different stages, and more.

Create your process with drag-and-drop simplicity.

Automate complex sales processes with drag-and-drop actions in Process Builder. Create workflows that guide sales agents through qualification conversations and recommend next steps on a deal. Augment, or even replace, complex manual tasks like custom proposals with custom workflows.

Keep deals moving forward with automatic approvals.

Automate approval processes for any business requests, including deal discount approvals, travel, and expense reports. Address requests that require manual approval rules directly in Chatter or via email.

Contact Solidify Technologies to help you easily automate your process.

Files Sync and Share

Now it’s easier to share and collaborate on files, publish the best and most relevant content, and track it all in real time. Quickly find what you’re looking for from anywhere, on any device.

Collaborate on files as a team from anywhere, on any device.

Collaborate on a wide range of files as a small team, across your organization, or externally with customers. Follow files and be notified when a new version is uploaded. See version history and comments. Drag and drop multiple files for fast and easy uploads to Salesforce. And maintain complete control over sharing settings, including who has viewing, editing, and collaboration rights.

Search for and find files, fast.

Put all of your files, content, and customer information in one place to make it easier than ever to find what you’re looking for. With quick filters, you can find what you need by group, library, most recent, and your own files. You can also follow a file to ensure you never have to search for it again.

Publish the latest information and eliminate mistakes.

Keep the most up-to-date sales tools in front of your sales and marketing teams. Eliminate mistakes in the sales cycle by managing and publishing the most accurate product specs, contract documents, and price lists. Quickly see commonly viewed files, get real-time alerts whenever content is updated, and use tags to easily classify content across libraries.

Contact Solidify Technologies to help you quickly find what you’re looking for from anywhere, on any device.

Boost the power and reliability of Sales Cloud with scalable data solutions.

Get the right data in the right place, right inside Salesforce.

Intelligence can only be as good as the data behind it.

As we shift into a more digital world with A.I. at the core, the need for data is imperative. Lightning Data is here to help you more intelligently discover business-changing insights, target the right segments and customers, and identify the best opportunities.

Choose the type of data that fits your business.

Lightning Data apps are available right on the AppExchange (The Salesforce Store). Explore our community of trusted data providers and install the apps in trial mode for a free assessment.

Deploy instantly, update automatically.

Seamlessly integrate and update trusted third party data sources. Forget complex integrations or having to wrangle flat files. Your data is integrated and managed with clicks, not code, and updated continuously and automatically.

Contact Solidify Technologies to learn more about Sales Cloud with scalable data solutions.

Sales Dialer

Gain back hours of productivity by communicating more efficiently with prospects and customers. It begins by logging details right from within Salesforce.

Call prospects with a click.

Reach out to customers and prospects immediately just by clicking on their phone number within Salesforce.

Multitask to move deals along faster.

Find answers, view call history, take notes, and finalize details while your prospects are on the line, all without switching apps or devices.

Reduce data entry. Increase productivity.

No more sticky notes or napkin scribbles. Streamline the sales process with automatic call logging, voicemail drop, and call lists you can power through to connect to your leads and contacts faster.

Turn inbound calls into personalized sales.

Build more trust with customers when incoming calls reach a personal, dedicated number and voicemail.

Contact Solidify Technologies to learn more about Salesforce.

Drive sales productivity and growth with sales solutions from AppExchange.

Sell smarter with ready-to-install sales solutions, including Lightning Components, Lightning Data, and more. Give your reps the tools to sell more, close faster — and do it anywhere. All with solutions built to run on the world’s #1 sales platform.

Fuel your business with Lightning Data.

From compensation management, to partner management, email integrations, and quoting, there are thousands of ready-to-go apps on AppExchange to extend the power of Salesforce. And give reps what they need to go faster from anywhere.

Get solutions for growing businesses like yours.

No matter what size your business, AppExchange can help. So don’t worry if you don’t have a giant IT department. Or what industry you’re in. Our partners have built something for you, all on the Salesforce Platform with security and trust built in.

Get going fast, for free, with Salesforce Labs.

Ready to get started fast? Take a look at Salesforce Labs, built by Salesforce employees. These apps and components are free, customizable building blocks to help you get started quickly. Just tap the “Get it now” button and go.

Customize to sell the way you want with Lightning Components.

Create the sales experience that’s right for your company with prebuilt components you can just drag and drop into Salesforce. AppExchange provides a powerful array of components that make it easy for developers, partners, and customers — and you — to build apps and pages fast.

Build and sell your own apps on AppExchange.

With powerful APIs and mobile-ready tools, the Salesforce Platform makes it easy to create apps faster, backed by the security and scalability of the world’s #1 cloud computing company. Even better, then you can sell and market your app on AppExchange.