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”
Tag Archives: Salesforce Consulting
Salesforce.com Sales Team Alignment
Salespeople by nature are highly individualistic and tactical. Implementing Salesforce.com can become difficult without buy-in from your team into a system. After all, that is what this CRM system is about. It is a system for selling which transcends the individual, though it ultimately benefits the individual salesperson. What Salespeople Want Salespeople do not wantContinue reading “Salesforce.com Sales Team Alignment”
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 Opportunity Contact Roles
Salesforce.com Opportunity records constitute the building blocks of your sales pipeline and forecasting. Each deal past, present and future should contain all the relevant information for a first sales opportunity or an upsell opportunity. Accounts can and should have multiple opportunities associated with it based on each and every deal your team is able toContinue reading “Salesforce Opportunity Contact Roles”
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”
5 Salesforce.com Process Mapping Tips
Your Salesforce.com system is only as good as your business processes. If your processes are not well-defined or controlled, then you will only have a giant database, not a system. There will not be the thrust you were hoping for to power your various parts of your organization. Process mapping is both strategy and planning.Continue reading “5 Salesforce.com Process Mapping Tips”
Salesforce.com Customer Options For Success
Being a good Salesforce.com consulting customer boils down to the military’s mantra quote of Thomas Paine: “Lead, follow, or get the hell out of the way.” For that matter, it works for any customer of any service: Option 1: Lead If you know what you are doing and you understand your process and systems thoroughly,Continue reading “Salesforce.com Customer Options For Success”
Smart Salesforce.com Lead Assignment
Inbound Salesforce.com leads are the lifeblood of your sales process. How prospects get assigned in Salesforce.com depends on a few factors such as: Your sales team roles. Is your team divided by industry, geography or another factor altogether? Volume of inbound leads. Dealing with large numbers is different than small numbers. If your lead generationContinue reading “Smart Salesforce.com Lead Assignment”
Salesforce.com Change Management
Salesforce.com is a disruptive technology. It is more than a functional tool that a single user relies on to get things out like an Excel spreadsheet or a Word document. It is a business system which touches people and process. Those two elements create great opportunity if you can align your team. It is alsoContinue reading “Salesforce.com Change Management”
Three Business Considerations For Salesforce.com
Salesforce.com is one of many customer relationship management (CRM) systems on the market today. A simple Google search will reveal the choices which abound. It can be confusing as you are considering the technology to run your business processes. In our Salesforce consulting work, many of our customers are seeking advice on whether to chooseContinue reading “Three Business Considerations For Salesforce.com”
