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Thanksgiving is almost here, and soon after parties, shopping, meals and gifts will pile on higher than your uncle’s dinner plate at Thanksgiving. While the holiday cheer fills the air, we’re all balancing workload, too. It’s a festive and busy time, but it’s also the time to focus on finishing the year strong and planning for the opportunities ahead in 2016. Here’s a look at how to boost your productivity before the new year arrives, and AppExchange apps are here to help.
Between RSVPing to parties and eating holiday cookies, map out your projects and organize the work that needs to get off your desk. Carve out time to get these important tasks done. Oftentimes quotes can pile up, so get accurate quotes and proposals out the door in minutes, not hours, with apps from the AppExchange, such as SteelBrick CPQ. Their streamlined configuration helps you sell more, manage pricing, and create more consistent revenue forecasts, too.
Another great app for quotes and documents is LOOP Document Services, which keeps you more organized by transforming the manual, screen-toggling task of generating customer-facing documents into one streamlined process. Eliminate time wasted searching for files and create custom documents in minutes.
You might be asking yourself, who checks their email on a holiday? According to Yesware, just about everyone. Their analysis of over 23 million sales emails over the past year, showed that email open rates on holidays (especially federal holidays) are similar to any other Monday. Use Yesware to gain even more insight into which deals are most likely to progress by tracking engagement on every email you send. See who’s opening your emails and find out what they’re downloading, clicking, and more, right in Salesforce.
Texting during the holiday season is not just for Kristen Bell and her Text Me Merry Christmas hit song from last season. Increase productivity and customer engagement with SMS Magic Interact, a one-stop solution for business texting. Use it to run campaigns, record messages, schedule customer communication, and even send multilingual texts.More than 46 million Americans traveled for Thanksgiving last year, and you can expect similar or higher numbers this season. While your coworkers are on the road, you can have a calm quiet office environment to get those important tasks done.
Set up FinancialForce Professional Services Automation (PSA) to help you manage people, customers, projects, and financials in one integrated app on the App Cloud. It keeps everyone on the same page with a 360-degree view of each customer.
Make data easier to digest with ActionGrid, which turns Salesforce lists into an Excel-like grid, with add-in-place, mass update, conditional color and everything you expect from a spreadsheet. Manage and navigate data more easily, saving hundreds of clicks per day.
While all of this productivity boosting is great, take a moment this holiday season to enjoy some friends and family time. In between sips of eggnog, you can smile knowing that this boost in productivity now is going to make 2016 the best year yet.
