Blog
Aars | Wells is a marketing and advertising firm which hired me to consult on their Salesforce.com implementation. They were seeking to automate their project management processes for their boutique agency. Their approach was novel based on customizing their system for their industry. I took some time to catch up
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Your Salesforce.com activity history gives your team members and yourself context of what has happened in the past. This allows for team selling, servicing and marketing. The activity history keeps everyone on the same page. Part of aligning your team to your sales or service process means giving guidance
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Prevost and Shaff is a law firm which decided to automate the way they managed legal cases. We partnered with them to customize Salesforce.com for Matter Management for increased productivity and collaboration. They were able to move into the cloud and keep accountability between their staff and three locations.
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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
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Abraham Trading Company, a futures trading firm based in Canadian, TX, sought to improve their sales and marketing processes. We worked together to help them work on strategy and process within Salesforce.com as well as data migration from a client-server based CRM system. Chris Kemp took some time to
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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
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Pets For Patriots helps our military veterans and endangered dogs and cats find meaning and life together. Their organization works with multiple parties including donors, veterans, shelters, veterinarians, volunteers and press people. They have multiple business processes which needed to be captured and managed within Salesforce.com. Beth Zimmerman, the
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Our Salesforce.com consulting clients vary in how they do business and with this comes implementation successes and obstacles in our many stories. Though Salesforce.com is a system which can automate many processes, many things have to come together to make it successful in your business. From our vantage
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Salesforce.com Opportunity records constitute the building blocks of your sales pipeline and forecasting. Each deal past, present and future should contain all the relevant information for a first sales opportunity or an upsell opportunity. Accounts can and should have multiple opportunities associated with it based on each and every
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If your sales process depends on qualifying leads, then using Lead records to manage a Lead pipeline would be strategic for ensuring a continuous pipeline. Ensuring a management process for your Lead management will ensure that your sales team is spending their time on high probability sales. However, if your
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Salesforce.com Documents is an integral part of the overall system which your organization can use to align your team's processes and execution. Security and sharing are part of the Salesforce Documents object structure. Making this part of how you get business should consider these strategies: 1. Organize
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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