Discussões de Salesforce App Exchange Tools

Sometimes I will notice an error in an email (often a single character that I would like to fix). Is it possible to make a correction to a template without having to find it again on the full Groove website? If not, even a simple "open this template in the Groove editor" would be tremendously... Leia mais

Why PFL?

Results

Delivery

PhoneBurner is 100% delay free. Unlike auto and predictive dialers, there's no awkward or off-putting pause. Conversations start naturally and contacts won't know software is being used. We handle all kinds of repetitive tasks such as dialing, voicemail drop, call logging, post-call workflows,... Leia mais

CRM

Riva Cloud communicates with the target email and CRM systems using a secure HTTPS connection based on which type of Riva Cloud account you are using: Single-user, Company, or Corporate. Visit the Riva knowledge base Leia mais

This will vary slightly depending on the CRM that you are using. For example, some CRM systems don’t support person accounts, quotes, or projects. - Contacts - Person accounts - Leads - Appointments - Meetings - Recurring events - Tasks - Email and attachments - Notes - Opportunities - Cases -... Leia mais

I continue to get redirected on the install page to trailblazer. I am trying to install in my company's sandbox. Is there a different install page?

Is there a way to automate certain systems in PandaDoc? Workflows I should know about?

Our company uses as a standard amount questions to different brands however each brand needs to have their own form, so I have 1000 brands with a form that’s 80% The same my hope is that we could have a custom built template Be the starting point versus having to copy forms and make a change.

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I'm looking to use Groove Scheduler for all of my future appointments, and for different stages through a students admissions process. I'm labeling the appointments accordingly, but I can't run Salesforce reports that show all the different appointments that a student has scheduled.

I currently have the scheduler set so that my availability is the same week in and week out - is it possible to change this so that I can have a more flexible availability?

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I work a lot on the road or from my phone. It would be nice to utilize groove in the app form or when I'm sending emails from my gmail, and still be able to track it.

I encounter that not every mail is directly attached to Salesforce - trying to figure out what I have to do different.

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I have customers that wasn't happy about the sender-information.

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I have frequent issues with Cirrus insight client within Outlook. It fails to consistently automatically log emails to salesforce.

How often are users logged out? How easy is it for users to get back in?

How can I enable email tracking in Outlook. I can't use it like I used to in gMail.

Other than Configuration Data and deployment what other functionalities does prodly offer and who is

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We want to integrate our ERP with Formstack so that when I perform Audit reports, the information from the audits is automatically and presentably deposited in the ERP and can be viewed by our ASR Auditor Team. Respectfully, it would be very nice if Form reports could be exported from the... Leia mais

Now when I click the dooly icon in my browser it opens up this half page over the page i'm on (the animation makes it very slow). The ease of opening up a note pad in the older version made this very usable when i got a random phone call, i could open up the note i needed before answering. Now... Leia mais

what is the right aim of Chatter?

Sometimes the forms overrun the screen size, how can you improve that so its a more fluid mobile experience?

I would like it to be possible to send a contract with email, and then the option to send a reminder with SMS.

Across all of the users of Yesware, is there any data that suggests that a certain sequence or number of activities leads to email responses or conversations?

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Wanting to know the future of Cirrus Insight.

With all of Yesware's email insights, what are some of the best ways for people to engage with leads over Email? Adding links? Making jokes?