Kara Allen

Well, it’s official. With the Salesforce Summer ’14 release, Collaborative Forecasting is all grown up and has far surpassed its predecessor, Customizable Forecasting, in terms of functionality delivered. Where the old Customizable Forecasting really fell short was in organizations that had a team selling environment. If you wanted to split credit for a deal between […]

Salesforce.com launched the Service Cloud Console (now called the Salesforce Console for Service) several years ago to enable customer support agents to manage cases more effectively and efficiently by giving agents more access to key data with fewer clicks inside of a single browser window. It was so popular that Salesforce extended it to Sales […]

Looking for ways to make your Salesforce Community work better for you and your customers and/or partners? Try using Salesforce Visual Workflow to capture data from your customers in a more visually appealing way. The end result? Happier customers/partners and better quality data. Here are three great ways to improve your Salesforce Community user experience: […]

Salesforce is rolling out many new features for Collaborative Forecasts in Winter ’14, removing most of the reasons to look at the more established Customizable Forecasts. With all these changes, is Collaborative Forecasts always the right option? Ask yourself these five questions to determine which kind of Salesforce forecasting is right for you. Do you […]

One of the key differences between the original Salesforce portals and the new Salesforce Communities is that your customers and partners have the ability to Chatter with your company, introducing great rewards if properly managed. Here are some tips to get the most out of Chatter in your Salesforce Community: Don’t just turn it on. […]

Our customers are starting to migrate from Salesforce Portals to Salesforce Communities. Migration efforts range from relatively simple, involving updates to profiles, links/buttons, and email templates as well as regression testing, to more complex, especially where automated provisioning processes are in place or the user interface has been heavily customized. What are the benefits of […]

Perficient adopted Work.com over six months ago and it has been a great success, largely due to the value it adds for end users. I’ve mentioned before that Work.com helps me to be a better manager. But what is in it for my employees? Why should they be using it? Can it help them get […]

Two months before salesforce.com acquired Rypple (now Work.com) we implemented SuccessFactors; each employee entered in their goals for the next few years. Management reviewed the goals and afterward, I never heard of anyone logging in again! So this summer we switched to Work.com and we wanted to share 3 ways Work.com has made me a better […]

When salesforce.com first released Chatter in 2010, the message was largely “just turn it on” and adoption will automatically follow. However, many companies who implemented this way did not always get the full benefit they expected. There is good news. At Dreamforce 2012 salesforce.com announced an implementation methodology called ENGAGE to help customers achieve the […]

Chatter is two years old now, and as more and more companies embrace it I am starting to get some common questions.  Here are some of the most common technical questions — and some answers that may help you out: When do I use Chatter Feed Tracking and when do I use Field History Tracking? […]

Some of our clients have expressed concerns in implementing Chatter—not with the technology per se, but rather the processes and communication change it creates.  Some concerns are legitimate, some are just a result of change. Clients were concerned that implementing Chatter would create noise, unprofessional comments, and more. I am sure that when email first […]

Are you looking to implement Chatter?  Have you implemented Chatter, but are having limited success? Well, this blog post may help you out. Here are the top 10 things to consider as you transition your company into a successful social enterprise using Chatter: 1.       Get managers and executives to start using it […]