Year: 2020

Designing a Sales Process in Salesforce

Do you know the meaning of a sales process? A sales process is a series of repeatable steps that the sales team uses to create the potential of selling a product. The term sales funnel is often used as an alternative term for the sales process. However, as the sales funnel depends on the activity rates, it is different than that of the sales process. While you can build an effective document generation on salesforce, it takes a lot of time and time and effort.

document generation on salesforce

Why Defining a Sales Process is Important?

Defining a sales process is important as it helps the management of the businesses to create realistic forecasts and build realistic methods. A proper realistic process can help the companies to reduce waste and enable them to scale. Previously, the companies used to pay high commissions to the sales staff and let them figure out how they should make the sales process that works. This method makes an accurate prediction about the revenues incredibly difficult.

The document generation on salesforce comes with a lot of necessary tools for implementing a successful sales process. Here are some of the standard sales stage objects of the sales force.


Leads are people with contact information. In this case, you can use the contact information of the person to reach him or her for selling your product. In salesforce, leads have three main sets of standard fields. Contact info, business info and address info. Leads is the section that reflects the success or failures of the marketing efforts of your company. It is one of the major fields that helps in future data analysis.


Accounts are the companies that have some sort of relationship with you. You can set different record types inside the document generation on salesforce depending on the type field. The record types help you to try out different page layouts and allows you to create different processes.


Contacts are the people whom you need to be in touch with. More often than not, the contacts are the people with whom the sales and support team needs to get in touch all the while.

document generation on salesforce


The opportunities section depicts the deal in progress. You should not confuse the opportunities with the leads. The opportunities come with different standard fields that are used in the sales process.

Changing The Sales Stage

Make sure to talk to the sales team before changing the sales stage in your salesforce. The reason is, if you set the wrong stages there will be an astronomical disaster. Here are some of the commonly used sales stages that you can use.

  • Awareness: This is the stage where the prospect becomes aware of the solution you are providing.
  • Interest: In this stage, the sales representative tries to drum up the interest of the customer.
  • Evaluation: In this stage, the customers compare your company to your competitors.
  • Decision: In this stage, customer testimonials and proofs help the potential customer to make up their minds.
  • Negotiation: This is the stage where the sales rep sends a customized quote.
  • Closed: This is the final stage of the process. Here the customer takes action.

All in all, if you are a developer and working for a company that uses document generation on salesforce, you should probably go through the above stages another time. If you know the stages by heart, you will be able to offer proper advice to the sales team as well as admins of your company.

Looking For The Best IT Consultant For Your Business In Toronto?

We all know how outsourcing is the rage these days. Considering the growing burden of work more and more people are outsourcing their work to IT consulting Toronto. Before we get into details let us first know what outsourcing is? Outsourcing is the process of hiring other people/firms to do the work on behalf of the outsourcing firm.

it consulting toronto

Since we are talking about IT services, let us first understand which IT services may be outsourced:

  • Network monitoring, management, and security
  • Data backup and recovery
  • Authentication
  • Data storehouse, warehouse, and management
  • Process execution and enforcement

As we know, technological services are and will always remain an integral part of any firm. It is necessary that all these services are performed by trained professionals. A firm may choose to not outsource their IT requirements but here are few of the many benefits which may change your mind.

  1. Reduce Labour Costs: One of the main reasons why you may be looking for an IT consulting firm in Toronto may be to reduce your labour cost. Not outsourcing and training your own professionals for IT services has its own benefits, agreed. However, the cost of hiring professionals and training them should be first compared to the price of outsourcing the services. More often than not, the latter option will seem more feasible. A firm operating at a small scale may find hiring individuals more feasible, however, for a large scale firm, outsourcing is always a better idea and saves up on huge labour costs.
  1. Reduce IT Expenses: In addition to hiring individuals for performing IT services, you will also have to make expensive hardware and software installations which may cost you a fortune. When you outsource your services, no such installation is required and since these are performed by professionals, you can be assured that your work is in safe hands.

it consulting toronto

  1. You Can Remain Focused On Your Core Business: if your core business isn’t IT-related, it can get difficult for you to handle so many things together. Under these circumstances, delegation is the best thing to do. Delegating the responsibility of IT services by outsourcing them to a professional IT firm will help you focus more on your core business. This way, both your IT services and core business will be equally attended to without getting in the way of each other.
  1. Increase competitiveness: hiring an IT consultant for your IT services will make your firm more competitive and give you the edge over other firms competing in the same business as yours. In this age of technology, being technologically advanced is very advantageous.

These are only a few of the many advantages of outsourcing your IT resources. If you are looking for an IT consulting firm in Toronto make sure you do proper research and take the help of a professional if required. One of the many reasons you may be looking for the best IT consulting firm in Toronto is that you’re looking forward to giving your business the cutting edge that it deserves. So now that you know about the various benefits of outsourcing IT services go ahead and carefully assess whether it is suitable for your firm.

What should you know before going for iphone repair in Toronto

Close your eyes, and imagine- just for a moment- that you wake up one day, excited to check up on your latest Instagram post. Instead, you’re greeted with a phone with a blank display that won’t turn on no matter how many times you try to switch it on. Nothing you touch is working- and you’re reminded of just how much you have stored on your iPhone without backup.

iphone repair in Toronto

At this point, it can seem tempting to immediately seek out the best iPhone repair in Toronto. However, we encourage you to take a breath- and open your eyes.

That was terrifying, huh?

Despite being imagination. There is no guarantee that such a situation won’t arise in real life as well. After all, the iPhone is just a device- it’s not forever. In our moment of panic, we often fail to see the common sense behind things – and tend to adopt drastic and unnecessary measures.

Sometimes, simplicity is the key. To help you deal with such a future; we’ve enlisted some tips and tricks that you can follow before going for iPhone repair in Toronto.


The first rule when dealing with a stressful situation is to- relax. Often, worrying right away can prevent you from seeing reason. The first thing to do when you open your eyes to an unresponsive iPhone is to test the charging. You might have forgotten to charge your iPhone the previous night.

Also, check your charger for any signs of damage- may be your charger stopped working?

If you still can’t figure out what’s wrong- try to plug your cable to another source. You can try to charge through your laptop or your Mac and see if it works on your iPhone. Also, make sure that the wire of your charger isn’t loose as this can be the reason behind your uncharged phone.


Once you’ve checked the power, and it is evident that the power supply has failed to reignite your phone, it’s time to move on and do the next logical thing- restart your iPhone. Many cases have proved that running to an iPhone repair in Toronto before restarting your phone can result in unwarranted expenses.

Instead, it does well to take a moment and press on the Hold button on your phone and check if it is switching on.

In case these efforts don’t give way to a result, don’t worry! It’s time to try a hard reset. For a hard reset, hold the on/off button and the home button down together for 10-30 seconds. If you’re lucky, you’ll be rewarded with the Apple logo appearing on your phone display.

However, if this fails too, don’t lose hope! There are still more options you can explore!

iphone repair in Toronto


One of the most effective resolutions to this problem may appear in the option of restoring your iPhone. Most iPhone repair in Toronto suggests this as one of the useful ways to get your iPhone up and running again.

To restore your iPhone, make sure that you have the latest update of iTunes on your Mac or your Windows device.

After this, you can use your iPhone’s USB cable to connect it to your Mac or Windows PC. As soon as you do this, you will find a small iPhone icon in iTunes right under the Play button.

Clicking on this icon will open up a menu of options. One of these options is the “Restore”, which you do until your iPhone device starts up again.


If you’ve given all the above options a try, and you’re still desperately waiting for a feasible solution- you might want to resort to recovery mode. The downside of this solution is that the recovery mode can erase all the data on your iPhone.

However, if you frequently back up your iPhone, you should be safe from losing data. You can activate the recovery mode by connecting your device to your computer, and pressing the home and on/off button together. However, you shouldn’t stop once you see the Apple Logo.

Continuous pressure on the buttons will lead you to a display that will ask you to choose between restoring or updating your iPhone. For an efficient iPhone repair in Toronto, click on the update option. You are now on recovery mode.


If none of the above steps worked for you, unfortunately- it is unavoidable to resort to iPhone repair in Toronto. Apple support exists for this purpose, and simply contacting them can ensure that you get a good iPhone repair in Toronto service.

Why Do We need An iPad Check-In Software

The world has changed today, our lives have improved a lot with the significant aid of technology. People these days are accepting and feeling comfortable with technology. It has taken almost every aspect or element of this world, be it education, farming, hospitals, the forces, food industry or the IT sector.

In the case of IT sectors, every organization has a busy and crowded reception area because of the visitors who come to pay a visit to the company premises. It also gets very difficult to handle long queues and maintain visitor details manually. In such chaos-like areas, installing an iPad check-in software can work wonders.

ipad check-in software

Go through the article below to know what benefits would be achieved by utilizing an iPad check-in software in a reception area of the company or organization.


  1. Economical benefits: storing visitors’ details and maintaining them can be pretty tough. This is a traditional method of storing records which includes huge registers and pens. And if the visitor’s handwriting is messier, situations can be worse and irritating. This is not a one-time investment. A software development company Canada can create an iPad check-in software that can automatically sync with your system and store the details of visitors you want in the cloud. This is a one-time investment for the organization and they do not even need to perform data entry activities manually.
  1. ipad check-in softwareEnvironmental benefits: switching over to a paperless organization might be a dream for many, but imagine the amount of paper you will save. Utilizing smart systems like an iPad check-in software can reduce and, in fact, eliminate the use of paper and can also help in data availability from anywhere anytime.
  1. Improved site security: digital check-in software crushes the paper-based systems completely when it comes to security. IPad check-in software can securely store the data and visitors’ details can be accessed only by the authorized person who has the required credentials to log in. In the case of paper-based systems, there is no security to the details of visitors and anyone can access the registers and steal vital information.
  1. Nothing ventured, nothing gained: there are thousands of companies that got drowned overnight just because of the lack of adaptability to the changing technology. There are many organizations who are already serving the customers better and utilizing iPad check-in software and pushing others to reserve the top seat in the market. In this market, where competition is neck-to-neck, companies need to know what technologies and software their rivals are utilizing for staying in the game. If one company is using some technology which is helping both customers as well as