Makeover Magic: Page Layouts!

One of the most impactful things you can do in your salesforce.com to increase adoption, satisfaction, efficiency, and productivity among your users is to give your page layouts and related lists a makeover. 

It's true!  While custom fields, relationships, formulas, workflows and reports are the workhorses that make your salesforce.com such a powerful tool, it is hard to harness that power if the environment is not optimized.  New users can be confused and discouraged by complex customizations that are cramped and cluttered.  And as you know, poor user adoption leads to bad data and frustrated admins!

Check out these dramatic before & after photos to see the difference a page layout makeover can make.

Page Layout Detail View:

Related Lists

Take a look at your records with these ideas in mind.  For even more about page layouts, check out this post from Mike at buttonclickadmin.com: How to Make Your Salesforce Page Layouts Awesome.

If you would like some help optimizing your salesforce.com org, Contact Us!  The consultants at Redpath are experts in salesforce.com evaluation, field utilization analysis, data validation and cleanup, and general salesforce.com tune-ups.  

Guaranteed Salesforce Success with this 1 Weird Old Tip

Cloud-based computing, social connectivity, and 360 degree views of your data are the keys to business success at a new level. 

If you have moved your business to the cloud with Salesforce.com CRM, you are no doubt looking forward to these benefits.  But what if you have found that instead of embracing this powerful tool, your teammates are keeping secret stashes of Excel files, tracking email the same old way, and only leaving crumbs of data in your new CRM system?

These complaints are all too common, but it does not have to be this way!  The number one key to success with Salesforce.com CRM is training!  

Trying to launch a new CRM system without good training is like trying to run your new car without gas.  It simply won’t work, and you’ll end up using the old way to get around.

The Redpath Team of certified Salesforce.com consultants has experience delivering training presentations, worksheets, webinars, recorded tutorials and 1 on 1 consultations to teach admin and data management skills. 

Contact us for a free hour of consultation to get started.

Cloudy Cumulus is part of Redpath Consulting Group, based in Minneapolis, MN (c) 2012