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 not happen.” It is a rally towards both accountability and drivingContinue reading “Salesforce Tasks Drive Your Operations”
Category Archives: Salesforce
Salesforce And Legos
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 or new kits to create theirContinue reading “Salesforce And Legos”
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”
Three Salesforce Lead Management Best Practices
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 from our own Salesforce.com consulting: Tip 1:Continue reading “Three Salesforce Lead Management Best Practices”
Salesforce Reports For Process Effectiveness
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 reports to drive user behavior helps toContinue reading “Salesforce Reports For Process Effectiveness”
Salesforce Automation Steps
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 own organization with the goal of automatingContinue reading “Salesforce Automation Steps”
Salesforce Enterprise Edition: When To Upgrade
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 that do tend to are larger, more-complex businesses,Continue reading “Salesforce Enterprise Edition: When To Upgrade”
Salesforce Consulting: Customization Of Task Subject Fields
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: Adding Subject Tasks The task subject field is a native Salesforce.com field. It is aContinue reading “Salesforce Consulting: Customization Of Task Subject Fields”
Salesforce Data Migration
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 and we wanted to share our approach here. EachContinue reading “Salesforce Data Migration”
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”
