Posts Tagged ‘Sales Cloud’

  When Salesforce introduced Customizable Forecasting we saw an amazing tool for sales teams to communicate essential views on their opportunities to management. It allowed sales reps to paint a clear picture of the numbers based on their real-world experience that was previously lost within the rigid confines of system-defined parameters. Having this ability within […]

  Next week, we will have the opportunity to sit down with Apollo Endosurgery, the makers of LAP-BAND, for a “fireside chat” session on their use of Salesforce to run various aspects of their business. 

Here at Dreamforce 2014, the conference is really heating up. Today is Marc Benioff’s keynote, which is always a fun event. Right before that keynote, the Community Cloud team presented their roadmap for Winter ’15.  We see Salesforce Communities as a compelling portal for a lot of business uses, including Partner Portals, Employee Portals, Sales Portals […]

Inside sales seems to be an ever-changing role in companies, and there never seems to be an absolute way of finding new opportunities.  However, one of the most important parts of being an inside sales rep, is always having a full lead queue.  This can be done in a number of different ways, but one […]

According to Frost & Sullivan’s Global Marketing Automation Software Market research, global marketing automation software revenue is at $550.7 million and is expected to reach $1.9 billion by 2020. Last week Joan Rothman posted the article A New Marketing Automation Benefit Emerges which prompted me to write about how I how help companies drive more qualified leads […]

As an implementation partner, we really enjoy working with the Communities platform. The built in collaboration with Chatter and the flexibility of configuration make Communities a major upgrade over traditional portals. But today I’m going to highlight another key benefit of that platform: branding and design with Salesforce Site.com. Site.com is free to use with […]

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 […]

With over 800 implementations across 7+ years, it’s safe to say that we’ve had great success implementing Partner and Customer portals for our clients. We’ve been urging many of these happy portal clients to start thinking about how they will use Salesforce Communities (generally available since Summer ’13). Common questions we’ve heard so far are, […]

Using a platform like Salesforce means that customer support and sales get to share the same space and use the same data. The shared environment is a huge advantage over systems that only focus on one business area (like RightNow or Zendesk). To maximize sharing between both groups – we’ve put together some common use […]

A services business is highly dynamic.  New projects can land all at once, existing projects get put on hold, and projects often require additional resources to hit a deadline.  Without strong visibility to the pipeline of new projects, work in progress and open resource capacity, many services organizations find themselves operating between resourcing fire drill […]

Delivering a deal registration process has been a top 3 reason companies choose to implement Salesforce Partner Relationship Management (PRM). But like many things in Salesforce you have a variety of implementation approaches to consider. Where do you capture deal registrations? Leads Opportunities Custom objects The answer is: it depends. There are a number of factors […]

In a prior blog we talked about portal adoption strategies and suggested a combination of approaches that would improve adoption, including: Simplifying portal content Targeting compelling content to specific user tiers or geographies Reinforcing your brand by matching your portal with your corporate brand