CloudAmp's Lead and Opportunity Dashboards are available for FREE download on the AppExchange. Because this is a free app, we don't provide support for the dashboards, although we are glad to answer general questions. CloudAmp has developed our lead dashboard and opportunity dashboard over more than a decade of using Salesforce to run sales and marketing organizations.
If you need assistance customizing the data in your dashboards, please Contact us for a consulting quote. This new billing invoice template provides a very simple and professional way to bill your clients. This template is the first in a line of new invoice and billing-related templates that will all use a similar style.
This spreadsheet features a new clean and crisp design with the default color scheme set to grayscale for more ink-friendly printing. The table includes a QTY (quantity) and a UNIT PRICE column so that you can enter labor charges as hours and rate and still list individual service charges. If you happen to live in a state that charges sales tax or gross receipts tax for services, you can use the second worksheet (the tab labeled InvoiceWithTax) that lets you include tax. Mail it or send a PDF: When sending an invoice to a client, either print and mail a paper copy, or send a PDF.
Simple Invoicing - This article explains how you can organize your invoice files and store copies of the invoice for billing repeat customers. If you would like to have CloudAmp customize your dashboards to fit your Company's data, optional consulting services are available.
Salesforce dashboards let you see at a glance how your business is doing, and see trends on a daily basis as the dashboards automatically update with live data. We designed it specifically for freelancers, accountants, consultants, and other small businesses that are looking for something easy to use with a design that is easy to customize.


This will allow you to create invoices, quotes, estimates, receipts, and account statements all with the same professional look. You probably don't want your client to know that this is the first time you have ever billed anybody. It is not as professional to send an invoice in an editable format like an Excel or Word document. Date Due: Including the phrase "Net 30 Days" in the TERMS field means that the invoice is due 30 days after the goods are received or the services have been performed.
You could change the label to QUOTE # to refer to a previous quote, or you could just delete the label and leave the field blank. In this template, all you need to do is select "RECEIPT" from the drop-down box in cell H1 and a note will appear below the total that says "Paid in full. Unlike Chatter, that is focused on internal networking and collaboration, Community Cloud allows customers or partners to interact with one another and with company personnel if required.
It is extremely easy with Excel 2010 or later to create a PDF - Just go to File > Save As and choose PDF. If you think your client may not understand that, you could change the label to DUE DATE and enter a date. In addition, the mobile Chatter is now more convenient communication and collaboration channel between company and customers. And at any time (when they have free time), they can destroy your business if they see that your company is not responsive enough to their problems and needs. This is the video that was shown at the opening of the Dreamforce 2011 conference - probably the most glamorous event in the IT-industry. Moreover, one of the main news of this year conference was the opportunity for Salesforce customers to store part of their data on a local server, not in the Cloud. Benioff is comparing modern companies with the Arab countries falling under revolutions: "Either CEOs will make their companies social, or customers and employees will depose them like Muammar Gaddafi".


So what should a company do to become social?According to Benioff, companies should do three things:1. 2011 New Saleseforce Chatter: extranet groups, real-time chat, screen-sharing, HTML5Your company still don't use the (free) Chatter?
The new Chatter absorbed the functionality of the web-conferencing tool DimDim, that Salesforce acquired earlier this year. Now Chatter allows to see the online status of other users, communicate with them in real-time chat and even start screen-sharing sessions. In addition, Chatter now allows you to collaborate not only internally but also with external users. Now you can create an private group and invite your customers and partners to it.With the new REST API (which is called the Chatter Connect) it will be easier to integrate Chatter with external systems.
Moreover, such interface was designed not only for Chatter, but also for Salesforce CRM and Service Cloud. And of course, the developers of Chatter's main rival - Yammer have taken the chance to get a share of public attention and reminded Salesforce boss about how all this stuff was started.
It started 3 years ago, when at the startup contest Techcrunch50 Yammer team introduced the world's first enterprise microblogging tool.
However, Yammer developers say that during those 3 years they where busy adding new features and have built much more advanced functionality and market progress.
Yammer's progress is really amazing, but now it will be hard for them to compete with FREE Chatter.



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