The Agate Group

09/15/2022

Just part of the work...

10/06/2021

Team Leaders/Management — what is one of your favorite quotes to live by?

One of our leadership team members read Simon Sinek's "Start With Why" and shared this quote... “The role of a leader is not to come up with all the great ideas. The role of a leader is to create an environment in which great ideas can happen.”

09/28/2021

You've got enough on your plate — let us help with your next Salesforce project.

Small businesses hold a special place in our hearts. Knowing that small businesses were one of the most affected due to economic changes in the past year, we are hopeful to provide help with Salesforce projects for those that need it most.

To apply to our Salesforce project relief program, visit https://www.theagategroup.com/salesforce-project-relief

09/27/2021

Have a project on hold due to the recent world events? We want to help your Salesforce projects move forward.

Apply now to be considered for this limited-time offer.

*reserved for qualified organizations only

In an effort to assist companies who can use a little extra help in these trying times, we’re offering free Salesforce project support for approved, qualified organizations. We’re all moving forward and catching up — The Agate Group is here to help move forward the Salesforce projects you’ve...

09/20/2021

Does your team use Salesforce Chatter? What do you think of it?

09/15/2021

Is this how your sales team feels? Your CRM should help sales, not be a burden!

We've helped many companies overcome their struggles with user adoption by customizing Salesforce to work for them, rather than forcing them to work around Salesforce. If your sales team is struggling to enjoy using Salesforce, we can help!

09/14/2021

Did you know you can set up auto-response rules for Salesforce Lead and Case submissions based on a record's attributes?

Scenarios this could be useful in include...
⭐ Sending an immediate email response when a form submission is received
⭐ Responding with a telephone number for submissions marked as urgent
⭐ Specific templates based on the company name the submission is coming from
⭐ Responding in the preferred language based on the submissions given preferences
⭐ Responding with information specific to the location (state, country) the submission is from
⭐ + much more!

Not sure how to set up Lead/Case Auto-Response Rules? Send us a message and we can help!

09/10/2021

We're working on an exciting new project! Our team is doing a Salesforce + KIPU integration for one of our clients in the healthcare industry.

By integrating KIPU (a leading Electronic Medical Records software) with Salesforce, our client will be able to streamline their processes, improving the experience for their employees and patients.

09/10/2021

What is the most common request you've heard from your users?

We'll go first: one of the top requests our developers hear is for integrating another software with Salesforce.

09/09/2021

Did you know? 💡 Salesforce features the winning ideas from the IdeaExchange as they're working on developing them!

Which upcoming feature are you most excited about?

https://ideas.salesforce.com/s/winners

09/08/2021

One of the many reasons we love what we do: we're able to help great companies accomplish their business goals in a way that works for them.

What unique challenges does your industry face when it comes to using Salesforce?