Aug 9, 2017 | New Release, Salesforce
Sales Navigator for Salesforce 7.5 Release – Improve Your Route Planning Our development team has been working hard and is excited to announce the release of a new managed package and app update for Sales Navigator for Salesforce! This new release is now...
Jul 7, 2016 | Contact Management, Getting Started, Grouping Contacts, iPad, iPhone, New Features, Salesforce
It’s nice to be able to see your customers in color, but since we know everyone wants products and services their way, we added a feature to Sales Navigator for Salesforce* totally unique in our space. With our “Custom Pins” feature, you can see...
Jun 23, 2016 | Events, iPad, iPhone, Salesforce, Task Management
Did you know that among its many productivity-boosting features, Sales Navigator allows you to view and plan up to an entire calendar quarter? With this feature you won’t ever miss an opportunity to meet with a nearby lead or account! Here is a use case of the...
May 23, 2016 | iPad, iPhone, Salesforce, Uncategorized
Excelling as an outside salesperson is difficult. The majority of the day is spent reviewing spreadsheets with customer or lead data, trying to plan out who to see and when to see them, and updating CRM systems from scribbled meeting and call notes. Even the best...
Feb 16, 2015 | Directions, iPad, Salesforce, Tips and Tricks
Welcome to our new tips and tricks series for Sales Navigator! Here at The Casey Group we have decided to start this series to help you get the most out of using Sales Navigator. Have you ever wondered how to access directions in Sales Navigator? Below we will discuss...
Oct 1, 2014 | Events, Salesforce
When two members of our executive leadership team attended Dreamforce in 2012, they were so impressed by the energy and innovation of the Salesforce community at the conference, that they made a company goal to be conference sponsors by 2013. We achieved that goal,...
