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Category Archives: Productivity
Salesforce Workflow With Digital Signatures Get Results
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 like DocuSign in conjunction withContinue reading “Salesforce Workflow With Digital Signatures Get Results”
Salesforce Conga Merge For Document Automation
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 refine organizational processes. The tedium ofContinue reading “Salesforce Conga Merge For Document Automation”
Salesforce.com Chatter On The Super Bowl
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 get their message out to the masses.Continue reading “Salesforce.com Chatter On The Super Bowl”
Opportunities Await For The Diligent
The separation between talent and those who coast will continually be exposed. You can’t hide behind convoluted organizational processes anymore. You are either fast, smart or capable today or you are out. Those that are diligent and willing to pay the price will get a great reward in the new economy.
Best Strategy For Highest Return
When you don’t know what to do in the grip of too many choices, consider anchors which matter. Reading, writing and connecting are foundational to your knowledge work. They can create lasting value. Busy work activities such as cold calling or reading your email repeatedly distracts from the opportunity to build assets. Every article youContinue reading “Best Strategy For Highest Return”
Creators And Doers
We are all gifted to go and make something happen. Whether this comes from creating or doing, we need to realize our sweet spot. We need to know the difference and align ourselves accordingly. Creators And Doers Are Different Each of us has a natural bent towards strategy or execution. Creators are the people whoContinue reading “Creators And Doers”
Mobility And Flexibility For A Strategic Advantage
The only certainty is change today. You will have new jobs and opportunities like never before. You will have new friends and networks. You may move a few times as well. Regardless of changing circumstances, your ability to sail on tumultuous winds is directly related to how mobile and flexible you are. Strategy For ManagingContinue reading “Mobility And Flexibility For A Strategic Advantage”
The Extended Inbox Trend
There was an inflection point in our behaviors over the last several years regarding information. We used to welcome information in an unfiltered way. Then, our inboxes grew to over a hundred emails a day. Marketing and selling techniques inundated us. After all, the marginal costs for businesses to connect are cheap compared to timesContinue reading “The Extended Inbox Trend”
Intangibles – Why They Matter
With the abundance of choices available in any product and service category, customer loyalty is fragile. Often the customer makes decisions based on their emotional experience and connection with a business and service. Functionality or features alone are not enough to penetrate the customer’s mindset of expected quality thresholds. The Customer’s Expectation Today’s economy isContinue reading “Intangibles – Why They Matter”
