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”
Tag Archives: Customization
Salesforce Process Mapping
Launching with Salesforce.com with a few people is much easier than launching with many. You can have a flexibility to your deployment approach when starting out because the ability to iterate in Salesforce.com affords experimentation. If you need new fields, then they can be added. If certain reports are not relevant, then new ones canContinue reading “Salesforce Process Mapping”
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”
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 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 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 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”
Convergence
It is easy to make the simple complicated. That is commonplace. It is difficult to make the complicated simple. That is art. Too many organizations fail at Salesforce.com because the roadmap for driving processes becomes clouded by complexity and details. Adding superfluous fields creating numerous and disparate data relationships makes the database the central focalContinue reading “Convergence”
Data Relationships
Your ability to drive success in your Salesforce.com adoption is directly related to how simple and cohesive your Salesforce.com database has been set up. This process is one which needs to be continually refined after the initial customization. This is natural as usage invariably lends itself to greater clarity by your users. However, changing yourContinue reading “Data Relationships”
