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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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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
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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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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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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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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