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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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The Salesforce.com Case records allow you to manage support issues effectively or other processes involving a change of status or resolution of an issue. The inherent function of Cases lends itself to the common support ticket. Your customers can either generate their tickets or your support team can internally
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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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The point of having Salesforce.com run your business operations is to make decisions and drive actions in real-time. A login from anywhere in the cloud enables your team to be plugged into the workflow and intelligence of your systems and processes, the backbone of a company. Bring in any
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Salesforce.com is one of many customer relationship management (CRM) systems on the market today. A simple Google search will reveal the choices which abound. It can be confusing as you are considering the technology to run your business processes. In our Salesforce consulting work, many of our customers are
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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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Salesforce.com Lead records are generally anyone and everyone that has some contact or interest with your organization. The rules for how to manage a Lead record through the sales or service process differ based on your company's workflow and buyer experience. However, in general, Leads are those
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We all want success in our business. More often than not, we see a focus on technology as a savior rather than what really matters to drive success. Salesforce.com is an extremely powerful system which is largely misunderstood for its capabilities. The namesake affects the branding and, thus, there
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Salesforce.com dashboards offer the single point of intelligently running your business. Your business should be run in real-time. In the old days, we relied on someone who would compile information and provide a report, perhaps weekly. If you run your business this way today, you are dealing with outdated
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Your Salesforce processes and workflows that have agreements will typically require signatures to move to completion or the next step. Whether it is a sales contract, a service delivery completion or intellectual property management, the signature process can slow you down. When it makes sense, we implement document esignature technology