Category Archives: Sales, Marketing & Business

Mostly random thoughts that may fall in the sales, marketing, general business, customer relationship management themes.

Webinar Series – Salesforce Tips and Tricks

6 steps to protect your CRM investment taken from the Ski Slopes

I learned to ski at the age of 6 on straight skis. My family spent many winter weekends and holidays driving from Denver, Colorado to Copper, Loveland, Vail, Snowmass and Keystone to enjoy a day of skiing, on long straight skis. By high school, I could ski any terrain. After college, marriage, a move to…

Latest NPSP Updates Spring 2016

The goal for the Nonprofit Starter Pack is to be flexible with minimal complexity. A few weeks ago Salesforce.org demonstrated its commitment to its goal when it reviewed some of the latest updates for the Nonprofit Starter Pack (NPSP). This post is a quick oversight of the new functionality for NPSP. First, Lightning Experience was…

Customer Love is in the air and ways to keep it there

Customer Love: It appeared as a big graphic on the t-shirts passed out at the Salesforce World Tour in Minneapolis. When I wear the shirt out in public people ask, “What’s love got to do with it?” Working for a Salesforce partner, I continually witness Salesforce’s commitment to delivering applications that allow businesses and organizations…

Log a Call Tips with Lightning or Chatter

Recently a customer was asking about simplifying the Log a Call process in Salesforce. He said the process had too many clicks. The process is a 2-click step when you are on a record: click Log a Call and click Save. After taking a closer look on how the customer was using Salesforce we came up with…

For immediate release: Interlinx Associates recognized as women-owned business

For Immediate Release:   INTERLINX ASSOCIATES RECOGNIZED AS WOMEN-OWNED BUSINESS Recognition allows Interlinx customers to demonstrate their commitment to fostering diversity   Bloomington, Minn., Dec. 21, 2015 — Interlinx Associates, LLC, a business specializing in high tech customer relationship management strategies, received national certification as a Women’s Business Enterprise by the Women’s Business Development Center-Minnesota,…

Interlinx Associates is Now a Salesforce.com Silver Level Consulting Partner

In late November, Interlinx Associates was named a Silver Level Consulting Partner with Salesforce.  We are all pleased and proud about this development, partly because the advanced level allows for some added perks from Salesforce.com. But more than anything, it demonstrates our commitment to providing successful CRM strategies on the Salesforce platform for our customers.  The number…

Try this Free App to Increase User Adoption on Salesforce

Are you using the customized Salesforce solution that was built for your business? Are you in the minority and want to change that? If so, ask your administrator to install the free app called Salesforce Adoption Dashboards. This app includes 42 reports, 6 custom fields, 3 Dashboards, 1 Dashboard Folder and 1 Report Folder –…

Newest Features for Nonprofit Starter Pack

On November 5th, Interlinx attended the online webinar “Nonprofit Starter Pack: Overview and Newest Features” with hundreds of other NPSP users, developers, partners and implementers to see the latest updates for NPSP.  The biggest and most noticeable update was the Lightning Experience. To see your NPSP in Lightning you have to first enable Lightning. After…

Interlinx Dreams Big with Thunder, Skuid, SalesforceIQ and Wealth Engine

Dreamforce. What is it? Dream and force are in the dictionary but not Dreamforce.  You can either merge the two Merriam Webster definitions to get an idea or go to the Salesforce.com website for a full description. dream noun | \ˈdrēm\ : something that you have wanted very much to do, be, or have for…