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Salesforce is supposed to keep everyone on the same page, service your customers with higher quality and win more business. At least that is the dream. However, the software and success are two different things altogether. At the end of the day, CRM is largely a human system. It helps
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You may have experienced the thrill of seeing how Salesforce.com could be customized without software development. Realizing that you could set up fields within customer records and add sales information that was important for managing and closing deals was exciting. There was a large amount of information that could
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When something doesn't work, it is easy to blame the software. We see it all the time. Salesforce.com is a system which is highly customizable and can power an entire business, with limitations of course. However, it depends on talented people that can navigate the system, execute
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Salesforce.com is capable of a great many things to automate and drive your business processes. The misconception is that you have to have your business in order and visualized completely before starting. Such thinking may have been true of custom built software that was expensive to change. However, the
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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
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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
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Salesforce.com can do many things. However, it cannot make people follow process or execute. It is fundamentally a database of information. It can be programmed to trigger logical actions and communications. But it still needs full engagement by your management and your sales team to work inside your business.
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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
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Salesforce.com implemented and marketed Chatter as the world turned social. Modeled after the popular intranet app, Yammer, it has the advantage of being centered around your organization's activities in Salesforce.com. Those activities provide a real-time stream of what is happening across your team with respective data
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Storing data files in a Salesforce.com record makes it convenient for users to see relevant information related to Opportunities, Accounts, Cases or Contacts. This is also true for any custom data objects such as project records or job costing. Within the Salesforce.com setup, there are integrations with Google
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The Salesforce.com Opportunity record keeps the details of a deal together. This should be customized to capture all the details for closing a sale. This can include: * Information about the deal * Files supporting the sale * Pipeline and probability information * Activities with people One of the important parts to keep
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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