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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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We all want success in our business. More often than not, we see a focus on technology as a savior rather than what really matters to drive success. Salesforce.com is an extremely powerful system which is largely misunderstood for its capabilities. The namesake affects the branding and, thus, there
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Salesforce.com dashboards offer the single point of intelligently running your business. Your business should be run in real-time. In the old days, we relied on someone who would compile information and provide a report, perhaps weekly. If you run your business this way today, you are dealing with outdated
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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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Digital body language is a large part of activities which are not typically recorded in Salesforce.com records. Sales activities in Salesforce.com need to include how your buyer interacts with content. Within Salesforce.com, your sales team ideally has visibility into the the activities of prospects in the pipeline.
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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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Document automation in Salesforce.com is a powerful way to automate parts of your workflow. If you are seeking to get a proposal out to a prospect or send a non-disclosure agreement, the terms, conditions and varying fields can merge with pre-designed documents in a library. Our Salesforce consultants continually
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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
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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
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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