Blog
Salesforce.com reporting is arguably the most powerful aspect of the CRM system. Data which is driven by your users and third-party systems percolate up to management metrics that can be used for driving decisions and actions in real-time. As you are building your processes within Salesforce.com, relying on
Blog
Buying Salesforce.com is easy; automating your business processes using Salesforce.com has a natural progression. In our Salesforce consulting, we like to help our customers to walk their process manually before automating. This allows for control and mastery before coding, scripting or creating a routine process structure. Approaching your
Blog
Generally speaking, we advise our Salesforce.com consulting clients to start with Salesforce.com Professional Edition. This edition is at $65 per user per month. You can always upgrade later if you require more features. However, you cannot downgrade. Most organizations do not require an upgrade to Enterprise Edition. Those
Blog
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
Blog
Salesforce increases productivity by forcing a culture of tasks, communication and collaboration. The cost of an interruption is typically 15-20 minutes of lost productivity. In our humanity, we are limited by finite attention. It is difficult to refocus when we are interrupted. We can only focus on one thing at
Blog
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
Blog
For SEO and growing your blog content, managing your blog categories should be done with a few set of criteria in mind. There are a variety of ways to organize articles on your corporate blogs. Taking into account the user experience and the way you will get found online are
Blog
Salesforce.com is often thought of as solely for the sales process. What happens after the sale is the fulfillment of your sale. This may be a service or delivery of your product. Either way, you move from sales to operations. It is typically a project management focus. Your operations
Blog
Salesforce.com Consulting Success Tips Salesforce Consulting is a process which is focused heavily on collaboration between you and your consulting partner. It is a combination of process work, IT, management consulting and project management. Here are three ways to ensure your engagement helps you get to your goals: 1.
Blog
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
Blog
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
Blog
There is a misnomer based on old ways of doing business. Before we start, we had to have everything accounted for and figured out. We spent much time in planning. Of course the work was 2-dimensional at one time and we could move linearly and deliberately through planning before execution.