Blogs

Welcome to another “Automate This!” In this live-streamed video series, we cover all things automation, from use cases and best practices to showcasing solutions built by Awesome Admin Trailblazers like you. With automation, you can remove manual tasks, drive efficiency, and eliminate friction and redundancy. In this episode, see how Warren Walters creates custom Auto Number … [Read more...] about Harness Custom Settings and Flow for Dynamic Round Robins | Automate This!

You have a customer who’s ready to buy (hurray!). Before you can ink the deal and cash your commission check, you need to outline the details of product delivery and payment in a sales order. After all, the last thing you want is for the customer to buy one thing but get something else because you didn’t document the details. If you’re unfamiliar with sales orders — or have … [Read more...] about What Is a Sales Order? How to Create Your Own with Examples

“Is it okay if we record this call?” This is more than just a routine check — it’s a means of gaining insights and improving sales tactics. When you record sales calls, you can easily organize and analyze call information, surfacing key insights that allow you to address customer needs and move deals closer to the finish line. Even better, managers can use sales call … [Read more...] about Sales Call Recording: Tools, Strategies, and Tips

Picture this: You see an ad online for a product you really, really want — so you take it as a sign from the universe to treat yourself. But when you click the Buy button, you get an irritating out-of-stock message: “Currently unavailable.” How frustrating. The backstory here is all about inventory management.  Proper inventory management allows companies to keep track of all … [Read more...] about What Is Inventory Management? Real-Time Visibility and Other Techniques

Welcome to another “Automate This!” In this live-streamed video series, we cover all things automation, from use cases and best practices to showcasing solutions built by Awesome Admin Trailblazers like you. With automation, you can remove manual tasks, drive efficiency, and eliminate friction and redundancy. In this episode, see how Corinne Rydman embeds a multi-variable … [Read more...] about Use Flow and Custom Metadata Types in a Simple and Sustainable Multi-Variable Formula | Automate This!