Blog
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.
Blog
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
Blog
Salesforce tasks are the foundation for your team's collaboration and productivity. It is a record of what has to be done and what has been done. In our Salesforce consulting, we work with teams around the mantra, "If it's not in Salesforce.com, it did
Blog
Salesforce.com is remarkable for building your business process because of the ability to customize and extend your requirements. Kids experience this same effect in the LEGO universe. They often start with a specific kit. They soon realize that parts are interchangeable, and they are able to add other pieces
Blog
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
Blog
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
Blog
Salesforce.com reporting is arguably the most powerful aspect of the CRM system. Data which is driven by your users and third-party systems percolate up to management metrics that can be used for driving decisions and actions in real-time. As you are building your processes within Salesforce.com, relying on
Blog
Buying Salesforce.com is easy; automating your business processes using Salesforce.com has a natural progression. In our Salesforce consulting, we like to help our customers to walk their process manually before automating. This allows for control and mastery before coding, scripting or creating a routine process structure. Approaching your
Blog
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
Blog
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
Blog
Salesforce.com data migration is a complex and rigorous process depending on the originating CRM database. As Salesforce.com consultants, there may be a transition from another CRM system we have to manage for launching a new Salesforce.com system. We have developed a data migration strategy over the years
Blog
If you did not catch the Salesforce.com Chatter commercial on the Super Bowl ads last night, you can view the Black Eyed Peas Chatter commercial here. The halftime show was full of energy and artistry as would be expected. Salesforce.com took advantage of the millions of viewers to