Salesforce And Google Docs

Storing data files in a Salesforce.com record makes it convenient for users to see relevant information related to Opportunities, Accounts, Cases or Contacts. This is also true for any custom data objects such as project records or job costing. Within the Salesforce.com setup, there are integrations with Google Apps. File storage in Salesforce.com has limits.Continue reading “Salesforce And Google Docs”

Build Something: Integrate Technologies For Agility

Building something from scratch used to be necessary.  When mass production and interchangeable parts took root and the industrial age was spawned, we integrated hardware.  This was an effective way to get to the goal instead of fretting about each nut, bolt and circuit. We moved this thinking to the white collar office space andContinue reading “Build Something: Integrate Technologies For Agility”

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 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 Salesforce.com 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”

Customization For Personalized Sales Connections

Salesforce.com has an interesting article on the impact of data and customization for the personalized marketing experience.  As buyers, we experience this from world-class online merchants and companies that work relentlessly to provide a personalized experience.  This happens when we peruse, get educated and buy.  Our online profiles are tracked and used for presenting relevantContinue reading “Customization For Personalized Sales Connections”

4 Salesforce Implementation Obstacles

Our Salesforce.com consulting clients vary in how they do business and with this comes implementation successes and obstacles in our many stories.  Though Salesforce.com is a system which can automate many processes, many things have to come together to make it successful in your business. From our vantage point we have seen some obstacles toContinue reading “4 Salesforce Implementation Obstacles”

Salesforce Lead Qualification

If your sales process depends on qualifying leads, then using Lead records to manage a Lead pipeline would be strategic for ensuring a continuous pipeline.  Ensuring a management process for your Lead management will ensure that your sales team is spending their time on high probability sales. However, if your process is not contingent onContinue reading “Salesforce Lead Qualification”

3 Salesforce Documents Collaboration Tips

Salesforce.com Documents is an integral part of the overall system which your organization can use to align your team’s processes and execution.  Security and sharing are part of the Salesforce Documents object structure.  Making this part of how you get business should consider these strategies: Organize By Folders. As you store resources for various partsContinue reading “3 Salesforce Documents Collaboration Tips”

Salesforce Mass Email Strategies

Salesforce.com at its basic level is a one-to-one customer focused system.  You can manage individual relationships and have direct context, history and action steps for future steps. The tactical and personal handling of Leads, Contacts and Opportunities allow for specific handling of your sales or service process. On a mass scale, marketing may have otherContinue reading “Salesforce Mass Email Strategies”

Salesforce In Real-Time

The point of having Salesforce.com 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”