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Salespeople by nature are highly individualistic and tactical. Implementing Salesforce.com can become difficult without buy-in from your team into a system. After all, that is what this CRM system is about. It is a system for selling which transcends the individual, though it ultimately benefits the individual salesperson. What
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Salesforce.com Opportunity records constitute the building blocks of your sales pipeline and forecasting. Each deal past, present and future should contain all the relevant information for a first sales opportunity or an upsell opportunity. Accounts can and should have multiple opportunities associated with it based on each and every
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Your Salesforce.com system is only as good as your business processes. If your processes are not well-defined or controlled, then you will only have a giant database, not a system. There will not be the thrust you were hoping for to power your various parts of your organization. Process
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The Salesforce.com Case records allow you to manage support issues effectively or other processes involving a change of status or resolution of an issue. The inherent function of Cases lends itself to the common support ticket. Your customers can either generate their tickets or your support team can internally
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Inbound Salesforce.com leads are the lifeblood of your sales process. How prospects get assigned in Salesforce.com depends on a few factors such as: * Your sales team roles. Is your team divided by industry, geography or another factor altogether? * Volume of inbound leads. Dealing with large numbers is different
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Salesforce.com is a disruptive technology. It is more than a functional tool that a single user relies on to get things out like an Excel spreadsheet or a Word document. It is a business system which touches people and process. Those two elements create great opportunity if you can
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If you are building a business today, you need systems to be able to deliver your value proposition. You also need systems for selling, marketing, operating and servicing your customers. Enabling this in the past was heavily manual and process oriented. As coding became more available, we built custom software
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Salesforce.com Lead records are generally anyone and everyone that has some contact or interest with your organization. The rules for how to manage a Lead record through the sales or service process differ based on your company's workflow and buyer experience. However, in general, Leads are those
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Your Salesforce processes and workflows that have agreements will typically require signatures to move to completion or the next step. Whether it is a sales contract, a service delivery completion or intellectual property management, the signature process can slow you down. When it makes sense, we implement document esignature technology
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Launching with Salesforce.com with a few people is much easier than launching with many. You can have a flexibility to your deployment approach when starting out because the ability to iterate in Salesforce.com affords experimentation. If you need new fields, then they can be added. If certain reports
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Salesforce.com is remarkable for building your business process because of the ability to customize and extend your requirements. Kids experience this same effect in the LEGO universe. They often start with a specific kit. They soon realize that parts are interchangeable, and they are able to add other pieces
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Salesforce.com Lead management should facilitate an easy process for your sales team to collaborate and close a sale. Your roadmap process should have decision points for your Salesforce.com system to follow as new leads are engaged with your sales process. Here are three key lead management tips shared