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 Apps. File storage in Salesforce.com has limits.Continue reading “Salesforce And Google Docs”
Category Archives: Productivity
Simplicity Is The Ultimate Sophistication
“Making the simple complicated is commonplace; making the complicated simple, awesomely simple, that’s creativity.” – Charles Mingus. “Simplicity is the ultimate sophistication.” – Leonardo da Vinci Our battles today are much less about finding what is best. It is largely battling all the good options that get in the way of the great. Much ofContinue reading “Simplicity Is The Ultimate Sophistication”
Salesforce Apps: Conga Composer Document Automation
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 is focused on inputting information. Fields are created andContinue reading “Salesforce Apps: Conga Composer Document Automation”
5 Productivity Tips I Do Daily
I have a lot of fun advising businesses and implementing systems for growing a business. I have to do what I preach to make it valid and help organizations buy into a better reality. There are some things I take for granted because they are habits. They are habits I worked hard at, but asContinue reading “5 Productivity Tips I Do Daily”
Salesforce Customer Portals
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. Salesforce.com can be extended to beContinue reading “Salesforce Customer Portals”
Try Flexible Instead Of Perfect
We can build things quickly and we can change them easily as well. I design and build business systems. I know this. Getting to the goal means continual change as we learn more along the way. The old economy trained us to be focused on perfection. Bad measurements or bad code meant great expense andContinue reading “Try Flexible Instead Of Perfect”
How To Use Evernote For Research
If you are researching for a project, building a business or giving a speech, I cannot think of a better cloud computing software system than Evernote. Evernote has grown in popularity for good reason. It captures the essence of cloud computing: The convenience of dumping information into Evernote from your computers, mobile device and browsersContinue reading “How To Use Evernote For Research”
When You Don’t Know What To Do
Life can feel overwhelming. It is easy to feel disoriented and not know what to do. Today, is faster than ever. We have inputs coming at us from all sides and while technology has been a revolution, our capacities as humans have always been limited by what we can focus on. I can understand whenContinue reading “When You Don’t Know What To Do”
3 Salesforce.com Activity History Best Practices
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 on recording activities within your Salesforce.comContinue reading “3 Salesforce.com Activity History Best Practices”
4 Productivity Tips For Publishing Content
I spend a lot of time publishing content. Whether you have a content marketing strategy in place, lead a team of people or have a corporate blog, there is a relentless vigilance to managing content. I have developed some personal and team collaboration systems which have helped me to get things out of my headContinue reading “4 Productivity Tips For Publishing Content”
