Salesforce.com Lead records are generally anyone and everyone that has some contact or interest with your organization. The rules for how to manage a Lead record through the sales or service process differ based on your company’s workflow and buyer experience. However, in general, Leads are those people who are not in an active salesContinue reading “Salesforce Lead Management Best Practices”
Tag Archives: Integration
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”
Google Apps Marketplace Turbocharges Your Team
The Google Apps Marketplace integrates third-party applications with your team’s core business system. As your adoption of Google Apps grows and facilitates the speed, collaboration and productivity which cloud computing affords, you have a system which acts as a hub spot. You can extend functionality and plug in what you need as you realize newContinue reading “Google Apps Marketplace Turbocharges Your Team”
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”
Salesforce Enterprise Edition: When To Upgrade
Generally speaking, we advise our Salesforce.com consulting clients to start with Salesforce.com 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”
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.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”
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”
