Come visit Redkite in booth N2200 at Cloud Expo North for Dreamforce 2013 from Nov 18 – 21. Whether you are planning your first journey into the cloud or looking to improve your current solution, we can help. Stop by to learn more about what others are doing and how you can leverage the Redkite Salesforce frameworks to grow your organization.
Dreamforce 2013 is just around the corner and with so many sessions scheduled, it can be overwhelming to decide which to attend. Redkite is proud to be sponsoring this years Financial Services Day and to help make your Dreamforce experience more valuable we have compiled our recommendation for the 5 most important.
1. An Enterprise CRM Journey in the Financial Services Industry – Strategic drivers, best practices and lessons learned from BNY Mellon,a global financial instution, who transformed their CRM strategy with Salesforce
2. AppExchange for Financial Services (Designed for Money and Management) – How to maximize ROI on your Salesforce investment with AppExchange apps
3. Changing Face of the Branch (Not Just for Deposits Anymore) – How banks are re-thinking branch strategy in the context of the cloud and mobile
4. Data Security & Privacy (Breaking It Down for Financial Services) – Cloud data privacy and security strategies
5. Salesforce: The Financial Advisor’s Personal Assistant – How firms are using Salesforce to help their advisors develop deeper client relationships and become more productive
Remember that Financial Services Day is on Wednesday November 20th and in addition to our regular N2200 booth in Cloud Expo North we will also be in the Partner Pavilion .Visit us to learn about trends in the Financial Services industry and how to better use Salesforce to grow your organization.
Interesting post from the CrunchBase blog noting the increasing use of CrunchBase in academic works. Remember that you can view and save CrunchBase information in Salesforce using our Cruncher app – get it now from the AppExchange.
Currently Salesforce only allows you to sort a related list by one field. The ability to sort the lists by multiple criteria, along with the choice for each to be ascending or descending, would allow for better organization of data and would be clearer and more customized for the end user.
Everyone has done it… You edit data, forget to save, then navigate away from the page and lose the information you just entered. A warning message for users who are about to leave a page with unsaved changes would make inline editing more useful and less potentially hazardous. As one user mentioned, this feature would be best suited if it could be toggled on/off, so that users who want to save time aren’t bothered by unnecessary warnings.
Salesforce does not currently have a “Save” option for email drafts. This feature would make it easier to write longer emails, and for emails which require the user to look for information elsewhere in their system while composing them. This idea is currently “Under Consideration” by Salesforce, so your votes could help push it up their priority list!
This feature would allow System Administrators to assign a default dashboard for each Profile’s home page. In order to have a unified home page currently, each user needs to individually assign the dashboard to their home page; there is no way to assign the dashboard to multiple users at once. This feature would save time for administrators and help companies stay on the same page about important information.