Blog I PhoneIQ

22 min

How to Deploy Standard Field Picklist Values in Salesforce (2025 Update)

When working with Salesforce, picklists are essential for ensuring data consistency, guiding user input, and simplifying reporting. Standard picklist fields (those provided by Salesforce by default) often require value updates across environments (sandbox, QA, production, etc.).

Sep 16, 2025

Kory Westerburg

2 min

Maximizing Inside Sales with the Salesforce Method: A Guide to Efficiency and Scalability

Learn how Salesforce maximizes inside sales with their effective and scalable approach. Discover the customized structure and technology used by Salesforce to increase efficiency and productivity in their sales team, including the Sales Engagement tool, automation features, and the Work Queue.

Dec 26, 2022

Divya Chauhan

Sales Engagement

5 min

Top Sales Acceleration Features of Salesforce Sales Engagement [Former High Velocity Sales]

Salesforce Sales Engagement provides tools to help virtual sales teams streamline and speed up their sales processes, including the sales dialer, Sales Cadences, and the Work Queue. Read up to learn about how its features offer guidance on prospecting, integrated tools, and automation best practices to increase conversions and drive success.

Dec 23, 2022

Divya Chauhan

2 min

5 Strategies to Boost Call Center Revenue Growth in 2023

Call centers are looked at as cost centers; however, they can be revenue generating machines. Done right, call center sales teams should scale revenue while customer success directly correlates to the retention of that revenue. The more sophisticated your call center is, the more you can quantify.

Dec 22, 2022

Stephen Lowisz

Salesforce

7 min

Salesforce Permissions in a Nutshell: Organization-Wide Defaults vs. Role Hierarchy

Salesforce’s Data Security Model is one of those things that people love about Salesforce - it is not that complex and provides ample flexibility for its users.

Dec 21, 2022

Pamela Joyce Kiang

Salesforce

5 min

Expert Pipeline Nurturing Strategies with Salesforce

Whether you're new to Salesforce or an experienced user, these strategies will help you get the most out of your CRM and drive better results for your business.

Dec 20, 2022

Steven White

Salesforce

2 min

10 Considerations For Transitioning To A Salesforce Career Smoothly

More and more aspirants are flocking towards Salesforce for lucrative job opportunities. If you’re one of them, make sure you read these tips for transitioning to a Salesforce career and soar!

Dec 19, 2022

Daniel Buckle

2 min

Best practices for SMS texting in business + 10 templates you won't get enough of

Are you looking to generate leads and gain extra business for your organization? SMS texting could be the way to go.

Dec 15, 2022

Estelle Nagel

2 min

7 Virtual PBX Benefits You Can't Afford to Overlook

Have you considered moving to a virtual PBX system? If you haven't, here are seven compelling benefits you'll discover when moving to Virtual PBX.

Dec 14, 2022

Estelle Nagel

2 min

5 Reasons Why You Need a Toll-Free Number (and How to Get One)

Toll-free numbers are completely free and can increase your brand’s value in a number of ways. Here’s what it is, and you can get one.

Dec 13, 2022

Estelle Nagel

Salesforce

5 min

Top Tips to Master Prospecting using Salesforce

When it comes to prospecting successfully, taking a realistic and well-defined approach to reach potential customers will most likely convert to sales. Here are 9 tips to prospect like a Salesforce pro.

Dec 12, 2022

April Phoenix

Sales Engagement

5 min

Ultimate Salesforce-ready Dialer Guide for call centers in 2023

To ensure that you are aware of what a premium dialing system should provide, here is an overview of the criteria that should be assessed when choosing a dialer.

Dec 9, 2022

Steven White

2 min

7 Reasons Real Estate Agencies are Using Salesforce for CCaaS

CCaaS manages and tracks the entire customer experience from beginning to end. Here are the 7 reasons Real Estate agencies are using it to support and capture interactions with prospects and clients.

Dec 7, 2022

Stephen Lowisz