Salesforce Apps: Conga Composer Document Automation

Conga Composer integrated with 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 Much of the customization in is focused on inputting information.  Fields are created andContinue reading “Salesforce Apps: Conga Composer Document Automation”

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 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 In Real-Time

The point of having run your business operations is to make decisions and drive actions in real-time.  A login from anywhere in the cloud enables your team to be plugged into the workflow and intelligence of your systems and processes, the backbone of a company.  Bring in any new person and they can executeContinue reading “Salesforce In Real-Time”

Salesforce Workflow With Digital Signatures Get Results

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”

Salesforce And Legos 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 Enterprise Edition: When To Upgrade

Generally speaking, we advise our consulting clients to start with 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” Integration With Marketing Automation

There’s an article from Marketing Automation Software Guide about considering as a marketing automation system.  The consideration for using 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 “ Integration With Marketing Automation”

The Integration Hub

When you set up your business process, you encase it with an enabling system. This system allows your team to execute in a streamlined fashion. However, it is difficult to predict the changing requirements you will have down the road. In the future, you have the luxury of seeing more clearly. Today, you are seekingContinue reading “The Integration Hub”

Intangibles – Why They Matter

With the abundance of choices available in any product and service category, customer loyalty is fragile.  Often the customer makes decisions based on their emotional experience and connection with a business and service.  Functionality or features alone are not enough to penetrate the customer’s mindset of expected quality thresholds. The Customer’s Expectation Today’s economy isContinue reading “Intangibles – Why They Matter”

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