How We Integrate Google Apps With Salesforce

Google Apps and Salesforce.com are two of the leading cloud computing software vendors in the world. We have partnered with both and customize these systems around the processes of specific businesses based on their requirements. As we advise our clients on technology, process and systems, we always want to keep in mind the questions aboutContinue reading “How We Integrate Google Apps With Salesforce”

4 Salesforce Alignment Review Tips

As the year ends, it is a natural time to review how your mission-critical business systems are working to enable your processes.Salesforce.com typically runs crucial business processes for you and as your team is focused on end of year metrics such as closing business, driving leads or increasing customer loyalty, you can review your systemContinue reading “4 Salesforce Alignment Review Tips”

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 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”

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”

Salesforce And Change Management

Salesforce.com has the power to run much of your business operations.  It can be continually customized, integrated and programmed to automate steps in your various business processes. As long as your requirements are clear and feasible, the work of customizing your system can be accomplished in a relatively straight forward manner.  Aligning your organization toContinue reading “Salesforce And Change Management”

4 Salesforce Lead Rating Process Tips

Managing inbound leads in Salesforce.com requires a system and process for qualifying prospects.  If you are engaged in team selling, then coordinating data within the Lead record will become a priority.  The goal of a Lead is to be converted into an Opportunity which is tracked as a viable part of the sales pipeline andContinue reading “4 Salesforce Lead Rating Process Tips”