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Designing sales process in our Salesforce.com consulting requires a way to capture activities for reporting. Management dashboards can then be used to align sales and service processes. Customization of the task subject field in Salesforce.com is an ideal area to: * Help your users with recording activities consistently * Increase
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Salesforce.com data migration is a complex and rigorous process depending on the originating CRM database. As Salesforce.com consultants, there may be a transition from another CRM system we have to manage for launching a new Salesforce.com system. We have developed a data migration strategy over the years
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Salesforce.com is well equipped for managing the sales pipeline. The key is focusing on the stages and management of process via dashboards. Managing From Dashboards In our Salesforce consulting, we work with managers and business owners to focus them on key metrics. The metrics need to be simple and
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It is rare to find people that can make complex things simple. Look inside most Salesforce.com systems and you will find the reverse. Many systems are overly complex. At some tipping point, this complexity affects adoption and, in turn, success. If you confine your team to the toil of
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It is easy to make the simple complicated. That is commonplace. It is difficult to make the complicated simple. That is art. Too many organizations fail at Salesforce.com because the roadmap for driving processes becomes clouded by complexity and details. Adding superfluous fields creating numerous and disparate data relationships
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Your ability to drive success in your Salesforce.com adoption is directly related to how simple and cohesive your Salesforce.com database has been set up. This process is one which needs to be continually refined after the initial customization. This is natural as usage invariably lends itself to greater
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With the abundance of choices available in any product and service category, customer loyalty is fragile. Often the customer makes decisions based on their emotional experience and connection with a business and service. Functionality or features alone are not enough to penetrate the customer's mindset of expected quality
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As speed and complexity continue to increase in the modern economy, managing the sales cycle effectively requires an execution and collaboration which needs to be managed. Older sales systems were centered around contact management. Getting the person's address information provided enough value to the sales rep to manage