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Google Apps and Salesforce.com are two of the leading cloud computing software vendors in the world. We have partnered with both and customize these systems around the processes of specific businesses based on their requirements. As we advise our clients on technology, process and systems, we always want to
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As the year ends, it is a natural time to review how your mission-critical business systems are working to enable your processes.Salesforce.com typically runs crucial business processes for you and as your team is focused on end of year metrics such as closing business, driving leads or increasing
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The Salesforce.com Opportunity record keeps the details of a deal together. This should be customized to capture all the details for closing a sale. This can include: * Information about the deal * Files supporting the sale * Pipeline and probability information * Activities with people One of the important parts to keep
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Your business is nothing more than a process. After all, that is what a business is. It is a sequence of repeatable, and sometimes custom steps which create a predictable result, either a product or service. Process is what we all use, but often times, it is difficult to capture
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Conga Composer integrated with Salesforce.com opens up an entire opportunity for document automation and productivity increases. It is one of our favorite AppExchange apps we use in our Salesforce consulting for its extensibility of field information across data objects in Salesforce.com. Much of the customization in Salesforce.com
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Salesforce.com helps you to manage the sales funnel. As a buyer engages your sales process, they are captured as a Lead. this information could come from web forms or from your sales team. Most of your Leads will not be ready to convert to an Opportunity. This is to
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With Salesforce.com, your team is managing information about your customers securely. You collaborate on the information internally to facilitate sales, marketing and service to your customer base. The information has great value, yet it relies heavily on you and your team to capture and input details about customer interactions.
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It is not uncommon for organizations to customize Salesforce.com for managing projects with their respective customers. It seems these days that this is an increasingly frequent use case beyond the traditional requirements of using Salesforce for the sales process. The ability to mold Salesforce.com to your business processes
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Salesforce.com has the power to run much of your business operations. It can be continually customized, integrated and programmed to automate steps in your various business processes. As long as your requirements are clear and feasible, the work of customizing your system can be accomplished in a relatively straight
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Managing inbound leads in Salesforce.com requires a system and process for qualifying prospects. If you are engaged in team selling, then coordinating data within the Lead record will become a priority. The goal of a Lead is to be converted into an Opportunity which is tracked as a viable
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Customizing Salesforce.com for project management allows you to extend your system to manage how you deliver your service and create a customer experience. Marketing agencies requiring project management and service-based companies that require activity tracking and accountability can have specific requirements which differ from one company to the next.
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Salesforce.com has an interesting article on the impact of data and customization for the personalized marketing experience. As buyers, we experience this from world-class online merchants and companies that work relentlessly to provide a personalized experience. This happens when we peruse, get educated and buy. Our online profiles are