Integrations

We are so far down the road of technology we often forget how expensive, hard and bug-laden custom software projects used to be. We could hire a developer, and without truly being accurate on our requirements, they would code and miss the mark repeatedly. Regardless, their billable time reflected our errors in thinking and clarity.Continue reading “Integrations”

Why Salesforce Is Not For Dummies

When something doesn’t work, it is easy to blame the software. We see it all the time. Salesforce.com is a system which is highly customizable and can power an entire business, with limitations of course. However, it depends on talented people that can navigate the system, execute process and think. To elaborate: Navigate the system. IfContinue reading “Why Salesforce Is Not For Dummies”

Salesforce Doesn’t Have To Start Perfect

Salesforce.com is capable of a great many things to automate and drive your business processes. The misconception is that you have to have your business in order and visualized completely before starting. Such thinking may have been true of custom built software that was expensive to change. However, the case is often true that yourContinue reading “Salesforce Doesn’t Have To Start Perfect”

3 Important Ingredients For Salesforce Adoption

Our Salesforce.com consulting work with teams continually reveals more challenge in the adoption of a well-designed system than in the actual customization of the system.  Aligning people who have become accustomed to their way of doing things with disparate tools or ad hoc methods requires a focus on the art of change management.  Here areContinue reading “3 Important Ingredients For Salesforce Adoption”

How We Integrate Google Apps With Salesforce

Google Apps and Salesforce.com are two of the leading cloud computing software vendors in the world. We have partnered with both and customize these systems around the processes of specific businesses based on their requirements. As we advise our clients on technology, process and systems, we always want to keep in mind the questions aboutContinue reading “How We Integrate Google Apps With Salesforce”

4 Salesforce Alignment Review Tips

As the year ends, it is a natural time to review how your mission-critical business systems are working to enable your processes.Salesforce.com typically runs crucial business processes for you and as your team is focused on end of year metrics such as closing business, driving leads or increasing customer loyalty, you can review your systemContinue reading “4 Salesforce Alignment Review Tips”

Salesforce Chatter For Real-Time Collaboration

Salesforce.com implemented and marketed Chatter as the world turned social. Modeled after the popular intranet app, Yammer, it has the advantage of being centered around your organization’s activities in Salesforce.com. Those activities provide a real-time stream of what is happening across your team with respective data records. It opens up the experience so you don’tContinue reading “Salesforce Chatter For Real-Time Collaboration”

Salesforce Lead Segmentation For Marketing Campaigns

Salesforce.com helps you to manage the sales funnel.  As a buyer engages your sales process, they are captured as a Lead.  this information could come from web forms or from your sales team.  Most of your Leads will not be ready to convert to an Opportunity.  This is to be expected and a strategy shouldContinue reading “Salesforce Lead Segmentation For Marketing Campaigns”

Salesforce Mass Email Leads Strategy

Mass email of Salesforce.com Leads can be effective for a salesperson or marketing team to connect with Leads in your pipeline.  Depending on how your marketing funnel works and lead generation, there are strategic opportunities to take advantage of the Salesforce.com mass email leads function. More details of how to use the mass email leadsContinue reading “Salesforce Mass Email Leads Strategy”

Salesforce Success Is Continuous

Salesforce.com Success depends heavily on the approach, leadership and mindset of the team adopting the system.  Having helped organizations become successful with Salesforce.com over thousands of hours of up front and personal work, it is obvious that those who succeed have a different mindset from those who get stuck or never get started.  It startsContinue reading “Salesforce Success Is Continuous”