Blog
My Salesforce.com consulting work with teams continually reveals more challenge in the adoption of a well-designed system than in the actual customization of the system. Aligning people who have become accustomed to their way of doing things with disparate tools or ad hoc methods requires a focus on the
Blog
Google Apps and Salesforce.com are two of the leading cloud computing software vendors in the world. We have partnered with both and customize these systems around the processes of specific businesses based on their requirements. As we advise our clients on technology, process and systems, we always want to
Blog
As the year ends, it is a natural time to review how your mission-critical business systems are working to enable your processes.Salesforce.com typically runs crucial business processes for you and as your team is focused on end of year metrics such as closing business, driving leads or increasing
Blog
Your business is nothing more than a process. After all, that is what a business is. It is a sequence of repeatable, and sometimes custom steps which create a predictable result, either a product or service. Process is what we all use, but often times, it is difficult to capture
Blog
Conga Composer integrated with Salesforce.com opens up an entire opportunity for document automation and productivity increases. It is one of our favorite AppExchange apps we use in our Salesforce consulting for its extensibility of field information across data objects in Salesforce.com. Much of the customization in Salesforce.com
Blog
Salesforce announced over a million installs of Apps from the AppExchange recently. This is a powerful milestone reinforcing the platform which Salesforce.com has become. To get to the goal of automating business processes, third-party applications can be tried and integrated for a more complete solution. Business users get the
Blog
With Salesforce.com, your team is managing information about your customers securely. You collaborate on the information internally to facilitate sales, marketing and service to your customer base. The information has great value, yet it relies heavily on you and your team to capture and input details about customer interactions.
Blog
Salesforce.com has the power to run much of your business operations. It can be continually customized, integrated and programmed to automate steps in your various business processes. As long as your requirements are clear and feasible, the work of customizing your system can be accomplished in a relatively straight
Blog
Managing inbound leads in Salesforce.com requires a system and process for qualifying prospects. If you are engaged in team selling, then coordinating data within the Lead record will become a priority. The goal of a Lead is to be converted into an Opportunity which is tracked as a viable
Blog
Salesforce.com email templates are an important tool to integrate in your sales and service processes. Your team will connect with prospects and customers with their phones or on email, both inbound and outbound. For phone conversations, these are logged as calls and appear in the Lead or Contact'
Blog
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
Blog
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