Administrative

November 21, 2018

Terry’s Tidbits: Integrating Salesforce and Microsoft Office 365 SharePoint

Available for Lightning and Classic, Professional Edition and up Wouldn’t it be nice to have a way to link files from SharePoint with Salesforce? You can! […]
November 21, 2018

Terry’s Tidbits: Integrating Salesforce and Microsoft Office 365 SharePoint

Available for Lightning and Classic, Professional Edition and up Wouldn’t it be nice to have a way to link files from SharePoint with Salesforce? You can! […]
November 14, 2018

Terry’s Tips: Salesforce 2019 Winter Release Highlights You Will Love

The Salesforce Winter ‘19 Release is here! Have you had a chance to try out its new features? I have and am excited to share with […]
September 27, 2017

Using reCAPTCHA on Salesforce Web-to-Lead Forms

Tired of getting spam from your Salesforce Web-to-Lead form? The Web-to-Lead option provides us an easy method for adding new Lead from our website visitors but […]
April 17, 2017

How to setup Salesforce Lightning for Outlook

Effective time management is one of the essential attributes in ensuring sales success. In an effort to continuously develop advanced solutions to help boost productivity, Salesforce […]
April 3, 2017
salesforce inbox

Connecting to your Customers Made Easier with Salesforce Inbox

Gaining a competitive advantage in todays business environment requires a technology that enables you to leverage all your customer relationships. Salesforce has brought “Relationship Intelligence” technology […]
March 20, 2017
crm system

7 Ways a CRM System Can Boost Your Business in 2017

Your company’s capacity to thrive in a competitive environment highly relies on how well you interact with and serve your current and prospective customers. No matter […]
December 30, 2016
home team consulting

Year in Review: Home Team Consulting’s 2016 Highlights

The year 2016  was a successful year of growth at Home Team Consulting but most important is the impact I was able to have on others. […]
December 15, 2016

How to Use Salesforce for Outlook to Sync Contacts, Events and Tasks

We have a several options available to us for integrating Microsoft Outlook and Salesforce.  We have talked about how to use the Email to Salesforce feature on […]