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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
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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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If you did not catch the Salesforce.com Chatter commercial on the Super Bowl ads last night, you can view the Black Eyed Peas Chatter commercial here. The halftime show was full of energy and artistry as would be expected. Salesforce.com took advantage of the millions of viewers to
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Great content provided in the early stages of your sales process helps your buyers become more aware of your offering. In our Salesforce.com consulting, setting up the communications process with prospective buyers requires a focus on content marketing. Your sales team can gain great advantage by distributing content via
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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
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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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There's an article from Marketing Automation Software Guide about considering Salesforce.com as a marketing automation system. The consideration for using Salesforce.com is compelling, and the value would be high for organizations that would benefit from having an integrated platform for marketing and sales teams. As buying
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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
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Much of the sales processes which leverage Salesforce.com are focused on the outbound activities of salespeople. The logging of outbound activities is typically related to a formula for outbound selling methodologies. In today's world, prospects are set up to say, "No," when they feel interrupted
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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.
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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