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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
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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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Our Salesforce.com consulting clients vary in how they do business and with this comes implementation successes and obstacles in our many stories. Though Salesforce.com is a system which can automate many processes, many things have to come together to make it successful in your business. From our vantage
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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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If your sales process depends on qualifying leads, then using Lead records to manage a Lead pipeline would be strategic for ensuring a continuous pipeline. Ensuring a management process for your Lead management will ensure that your sales team is spending their time on high probability sales. However, if your
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Salesforce.com Documents is an integral part of the overall system which your organization can use to align your team's processes and execution. Security and sharing are part of the Salesforce Documents object structure. Making this part of how you get business should consider these strategies: 1. Organize
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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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Being a good Salesforce.com consulting customer boils down to the military's mantra quote of Thomas Paine: "Lead, follow, or get the hell out of the way." For that matter, it works for any customer of any service: Option 1: Lead If you know what you
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Salesforce.com at its basic level is a one-to-one customer focused system. You can manage individual relationships and have direct context, history and action steps for future steps. The tactical and personal handling of Leads, Contacts and Opportunities allow for specific handling of your sales or service process. On a
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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