Using Mail Merge in Salesforce CRM – What Are My Options?
Creating nice looking documents from data within Salesforce CRM is attainable however the options are aplenty. Currently, your mail merge options include: 1) native Salesforce mail merge button, 2) Salesforce extended mail merge, 3) Salesforce bulk mail merge, 4) Conga Composer, and 5) Drawloop. This post is dedicated to explaining the different options available and the pros and cons of each.
Gmail Search – 5 Reasons Why You’ll Never Folder Again
Gmail has changed the way a lot of small and medium businesses think about email. Instead of having headaches like they did with traditional POP email, Gmail users have gotten accustomed to having their email in sync across all their devices and years worth of storage. Most importantly, users have taken advantage of Google’s search prowess and simply search to find emails knowing they are but a simple query and a click away. There’s no more mass filing of email in folders and subfolders (like in Outlook) to know where to refer to emails. Gmail search just finds what you’re looking for quickly. Here are 5 reasons why we love Gmail search:
Crunched – Simplified Online Meetings
You’ve built a nice presentation and setup a live demo. The time has been set and the attendees have been confirmed. Now all you need is a simple application and reliable technology to facilitate the online meeting. This is the piece of the puzzle that is usually out of your control. You want to have a successful online meeting but what can you do to ensure a seamless experience for you and your attendees? As a presenter, you have probably heard comments like this before:
Customer Success Story – Green Way Packers
Green Way Packers allows busy homeowners, commercial offices and seniors the ability to make moving manageable. Serving Calgary and surrounding area, their services include full or partial home packing and unpacking, organization and de-cluttering, renovation preparations, and moving management for seniors. Like most small businesses, Green Way Packers is busy growing the fundamentals of their business and doesn’t want to be bogged down with technology headaches. Here is a list of their pain points and the solution we used to solve the problem:
Google Apps Offline – Tips & Tricks
According to a recent report, Canadians spend more time online that most countries. Whatever the reason, we’re seemingly more connected all the time, especially with the advent of fast 4G and LTE networks and smartphones. Even traditionally offline areas like airplanes are moving towards providing internet access (albeit for a fee). Air Canada and Westjet are both working to make WiFi available on their domestic and international flights. Cloud solutions like Google Apps for Business realize that although offline time represents a small percentage of a users time these days, it’s still critical for the busy business travelers. Since Google just made Google Presentations available to be edited offline, here are the best ways to work with Google Apps Offline: