Great content provided in the early stages of your sales process helps your buyers become more aware of your offering. In our Salesforce.com consulting, setting up the communications process with prospective buyers requires a focus on content marketing. Your sales team can gain great advantage by distributing content via Salesforce.com email templates and monitoring theContinue reading “Content Marketing Using Salesforce”
Category Archives: Salesforce
Salesforce As The Interruption Killer
Salesforce increases productivity by forcing a culture of tasks, communication and collaboration. The cost of an interruption is typically 15-20 minutes of lost productivity. In our humanity, we are limited by finite attention. It is difficult to refocus when we are interrupted. We can only focus on one thing at at time. The Cloud OrganizationContinue reading “Salesforce As The Interruption Killer”
Salesforce Pipeline Management
Salesforce.com is well equipped for managing the sales pipeline. The key is focusing on the stages and management of process via dashboards. Managing From Dashboards In our Salesforce consulting, we work with managers and business owners to focus them on key metrics. The metrics need to be simple and real. By simple, they need toContinue reading “Salesforce Pipeline Management”
Salesforce.com Integration With Marketing Automation
There’s an article from Marketing Automation Software Guide about considering Salesforce.com as a marketing automation system. The consideration for using Salesforce.com is compelling, and the value would be high for organizations that would benefit from having an integrated platform for marketing and sales teams. As buying continues to change based on the internet and furtherContinue reading “Salesforce.com Integration With Marketing Automation”
Using Salesforce As A Knowledge Base
Salesforce.com contains valuable data which is important for moving an organization towards a high level of execution. The feedback loop you get from seeing your team’s activities and every input into the system helps drive management decisions. Your workforce will typically continue to evolve and change. This is the nature of the new economy. Talent is highlyContinue reading “Using Salesforce As A Knowledge Base”
Adding A Salesforce.com Field
Customizing the Salesforce.com database can be done within the Setup menu. This is found in the upper right controls. Customizing Salesforce.com Fields The Setup area is divided by native data objects – Contacts, Accounts, Opportunities. To add a field, be sure to select the respective data object to add a field or modify a fieldContinue reading “Adding A Salesforce.com Field”
Salesforce.com Project Management
Salesforce.com is often thought of as solely for the sales process. What happens after the sale is the fulfillment of your sale. This may be a service or delivery of your product. Either way, you move from sales to operations. It is typically a project management focus. Your operations typically takes a handoff from yourContinue reading “Salesforce.com Project Management”
Using Salesforce.com For Sales Follow-Up
Much of the sales processes which leverage Salesforce.com are focused on the outbound activities of salespeople. The logging of outbound activities is typically related to a formula for outbound selling methodologies. In today’s world, prospects are set up to say, “No,” when they feel interrupted and annoyed. Your sales process may be focused on theContinue reading “Using Salesforce.com For Sales Follow-Up”
3 Salesforce Consulting Implementation Success Tips
Salesforce.com Consulting Success Tips Salesforce Consulting is a process which is focused heavily on collaboration between you and your consulting partner. It is a combination of process work, IT, management consulting and project management. Here are three ways to ensure your engagement helps you get to your goals: There are a lot of details whichContinue reading “3 Salesforce Consulting Implementation Success Tips”
Salesforce Process Design
It is rare to find people that can make complex things simple. Look inside most Salesforce.com systems and you will find the reverse. Many systems are overly complex. At some tipping point, this complexity affects adoption and, in turn, success. If you confine your team to the toil of database entry, enthusiasm will wane. ItContinue reading “Salesforce Process Design”
