Over the years, we’ve worked with clients on a great many portal implementations. And we’ve seen a lot of different paths companies take based on their unique processes and end-user needs. But I am always surprised when companies choose to build their own portal infrastructure rather than license a portal such as the Salesforce Customer […]
Posts Tagged ‘Sales Cloud’
Salesforce Best Practices: Swim in Your Customer’s Pool.
Last week I was talking with one of our customers about a new project. The customer was already a big Salesforce Sales Cloud user, and now they were adopting Service Cloud. The project focused on migrating a portion of their service infrastructure from an old email response system to Salesforce…and potentially still using email as […]
Salesforce Best Practices: Utilizing the Partner Account Field
Summarizing reports by owner name is one of the many useful aspects of Salesforce. But if you sell through partners, you probably want to see leads and opportunities based on the partner company name rather than the partner employee name. This way, you can easily understand partner performance. Should be easy, right? It is. But […]
Top 3 Reasons For Poor Salesforce Portal Adoption
The good news: You bought Salesforce Partner Portal You found it incredibly easy to set up a basic portal implementation The bad news: You are not getting the portal adoption by your partners that you expected