4 Lead Assignment Tips

If you have an abundance of leads from your inbound marketing system, then qualification becomes a challenge.  Your Loopfuse system should be set up for positioning your sales team to qualify and convert leads based on various criteria which are part of your Lead records. Part of the challenge is to ensure that the flowContinue reading “4 Lead Assignment Tips”

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”

3 Loopfuse Sales Handoff Tips

Making Loopfuse work with your sales process is more than just integrating Salesforce.com and Loopfuse.  That is merely the technical aspect.  The process and synchronization of sales activities with marketing automation must be thought through, implemented and adopted by your team to extract maximum benefit from your Loopfuse implementation. To drive Loopfuse success here areContinue reading “3 Loopfuse Sales Handoff Tips”


It is easy to make the simple complicated.  That is commonplace.  It is difficult to make the complicated simple.  That is art. Too many organizations fail at Salesforce.com because the roadmap for driving processes becomes clouded by complexity and details.  Adding superfluous fields creating numerous and disparate data relationships makes the database the central focalContinue reading “Convergence”

Data Relationships

Your ability to drive success in your Salesforce.com adoption is directly related to how simple and cohesive your Salesforce.com database has been set up.  This process is one which needs to be continually refined after the initial customization.  This is natural as usage invariably lends itself to greater clarity by your users. However, changing yourContinue reading “Data Relationships”


Building a sales or business process in Salesforce.com allows for streamlined execution and collaboration for your team and customers.  In turn, the rewards are increased productivity, revenue growth and customer loyalty.  It is the promise that Salesforce.com organizations seek. The gap between buying a tool and reaching success lies in the strategy.  The strategy forContinue reading “Roadmaps”

Overcoming Salesforce Complexity

“Making the simple complicated is commonplace; making the complicated simple, awesomely simple, that’s creativity.” – Charles Mingus When you see a Salesforce.com system which has been over-engineered and unusable, it typically stems from a lack of clear leadership around process and strategy.  It is easy to make what is simple complex as Mingus states.  AContinue reading “Overcoming Salesforce Complexity”

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