Optimization+ Customer Intuit Health

“I highly recommend working with StarrForce. They’re easy to work with, responsive, and they keep their promises. The changes they’ve made to  Salesforce have given us much better insight into our sales processes and sales forecast. In the process, they’ve made Salesforce easier for our users and have increased user adoption.”      

-  Jefferey Mayone, Inside Sales Manager, Intuit Health

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The StarrForce Quick Guide on How To Optimize Salesforce

The guide contains tips designed to be easy to follow so that anyone can be more effective with Salesforce.

This guide is ideal for anyone, regardless of the number of Salesforce licenses in use, who is interested in a few things they can do to modify Salesforce to increase user adoption to generate better results from Salesforce.

Areas covered include:
- Page layouts: Organizing page layouts to simplify the user experience and increase user adoption of Salesforce.

- Security: How to enhance security while also keeping users satisfied.

- Reports & Dashboards: Do you have too many reports and dashboards? Is it difficult for people to find the report or dashboard they need? Our directions will tell you how to clean this up and prevent it from happening again.

- Tabs: How to organize and use tabs to make it easier to get around in Salesforce.