We all want success in our business. More often than not, we see a focus on technology as a savior rather than what really matters to drive success. Salesforce.com is an extremely powerful system which is largely misunderstood for its capabilities. The namesake affects the branding and, thus, there is a misperception that it isContinue reading “Salesforce Is Not The Savior”
Tag Archives: process
Using Salesforce Dashboards For Real-Time Execution
Salesforce.com dashboards offer the single point of intelligently running your business. Your business should be run in real-time. In the old days, we relied on someone who would compile information and provide a report, perhaps weekly. If you run your business this way today, you are dealing with outdated and slow snapshots of information. RunningContinue reading “Using Salesforce Dashboards For Real-Time Execution”
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”
Digital Body Language In Your Salesforce.com Activities
Digital body language is a large part of activities which are not typically recorded in Salesforce.com records. Sales activities in Salesforce.com need to include how your buyer interacts with content. Within Salesforce.com, your sales team ideally has visibility into the the activities of prospects in the pipeline. Today, the larger part of your prospect’s activitiesContinue reading “Digital Body Language In Your Salesforce.com Activities”
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 Conga Merge For Document Automation
Document automation in Salesforce.com is a powerful way to automate parts of your workflow. If you are seeking to get a proposal out to a prospect or send a non-disclosure agreement, the terms, conditions and varying fields can merge with pre-designed documents in a library. Our Salesforce consultants continually refine organizational processes. The tedium ofContinue reading “Salesforce Conga Merge For Document Automation”
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”
Marketing Automation Campaigns To Set Up Your Salesperson
Marketing Automation is the step after you attract a visitor. It is the nurturing which builds trust with a stranger. The temptation and illusion which a traditional salesperson finds difficult to resist is selling too early when the buyer is not ready. Marketing automation helps your buyer become ready for the sales conversation. Old Mindsets PrematureContinue reading “Marketing Automation Campaigns To Set Up Your Salesperson”
Salesforce Reports For Process Effectiveness
Salesforce.com reporting is arguably the most powerful aspect of the CRM system. Data which is driven by your users and third-party systems percolate up to management metrics that can be used for driving decisions and actions in real-time. As you are building your processes within Salesforce.com, relying on reports to drive user behavior helps toContinue reading “Salesforce Reports For Process Effectiveness”
Salesforce Automation Steps
Buying Salesforce.com is easy; automating your business processes using Salesforce.com has a natural progression. In our Salesforce consulting, we like to help our customers to walk their process manually before automating. This allows for control and mastery before coding, scripting or creating a routine process structure. Approaching your own organization with the goal of automatingContinue reading “Salesforce Automation Steps”
