iwishiwascool Posted September 28, 2012 Report Share Posted September 28, 2012 I use salesforce for all of my companies and where I once hated it, now I can't live without it. But I need to add a widget or figure out how to do something: I need to track and be able to run reports on gifting (Gift cards, dinners, tickets, etc.) I need to be able to track profitability of these gifts by contact and account over time. Any ideas? Quote Link to comment Share on other sites More sharing options...
Smokey Posted September 28, 2012 Report Share Posted September 28, 2012 You using the out of the box SFDC software? Quote Link to comment Share on other sites More sharing options...
iwishiwascool Posted September 28, 2012 Author Report Share Posted September 28, 2012 I'm using Group edition. Quote Link to comment Share on other sites More sharing options...
Nick Posted September 28, 2012 Report Share Posted September 28, 2012 I use SF everyday, and hate it, but probably couldnt live w/o it. I use the unlimited edition. I know what you are trying to do, but i dont know the correct way to do it. Im sure you need to create/edit new tabs/filters on the dashboard. When i feel like working later, i'll look up and find how i track that stuff. Quote Link to comment Share on other sites More sharing options...
iwishiwascool Posted September 28, 2012 Author Report Share Posted September 28, 2012 I've used high rise/base camp and one specifically for recruiting called SendOuts (which was awesome). The thing I love most is the Arrowpointe Geopointe app which allows me to create routes for my F2F B2B calls. Since I work in multiple different industries all over the country (and now Canada) it's allowed me to maximize the effectiveness of my trips. I can even plot hotels (the ones that maximize my points) on the map to include in the routes. Quote Link to comment Share on other sites More sharing options...
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