Salesforce Contact Roles Orient Your Team

The Salesforce.com Opportunity record keeps the details of a deal together. This should be customized to capture all the details for closing a sale. This can include: Information about the deal Files supporting the sale Pipeline and probability information Activities with people One of the important parts to keep your team coordinated is understanding whoContinue reading “Salesforce Contact Roles Orient Your Team”

4 Salesforce Process Creation Tips

  Your business is nothing more than a process.  After all, that is what a business is.  It is a sequence of repeatable, and sometimes custom steps which create a predictable result, either a product or service. Process is what we all use, but often times, it is difficult to capture and create the systemsContinue reading “4 Salesforce Process Creation Tips”

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”

Salesforce Lead Segmentation For Marketing Campaigns

Salesforce.com helps you to manage the sales funnel.  As a buyer engages your sales process, they are captured as a Lead.  this information could come from web forms or from your sales team.  Most of your Leads will not be ready to convert to an Opportunity.  This is to be expected and a strategy shouldContinue reading “Salesforce Lead Segmentation For Marketing Campaigns”

Salesforce AppExchange And The Power Of Platforms

Salesforce announced over a million installs of Apps from the AppExchange recently.  This is a powerful milestone reinforcing the platform which Salesforce.com has become.  To get to the goal of automating business processes, third-party applications can be tried and integrated for a more complete solution.  Business users get the same benefits of a complete ecosystem likeContinue reading “Salesforce AppExchange And The Power Of Platforms”

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”

Salesforce Mass Email Leads Strategy

Mass email of Salesforce.com Leads can be effective for a salesperson or marketing team to connect with Leads in your pipeline.  Depending on how your marketing funnel works and lead generation, there are strategic opportunities to take advantage of the Salesforce.com mass email leads function. More details of how to use the mass email leadsContinue reading “Salesforce Mass Email Leads Strategy”

Salesforce Data Relationships

Salesforce.com data records are a view of the world.  If you are looking at an Opportunity record, you want to focus on deal information.  An Account record reveals the details of how a company or organization is structured based on the people and deals involved. If you are looking at a Contact record, you areContinue reading “Salesforce Data Relationships”

Salesforce Success Is Continuous

Salesforce.com Success depends heavily on the approach, leadership and mindset of the team adopting the system.  Having helped organizations become successful with Salesforce.com over thousands of hours of up front and personal work, it is obvious that those who succeed have a different mindset from those who get stuck or never get started.  It startsContinue reading “Salesforce Success Is Continuous”

3 Salesforce Project Management And Collaboration Tips

It is not uncommon for organizations to customize Salesforce.com for managing projects with their respective customers.  It seems these days that this is an increasingly frequent use case beyond the traditional requirements of using Salesforce for the sales process.  The ability to mold Salesforce.com to your business processes makes it attractive for enabling how yourContinue reading “3 Salesforce Project Management And Collaboration Tips”