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 […]
Posts Tagged ‘Salesforce’
Summer ’14 Release – Top 5 Service Cloud & Communities Features
It’s that time again! Summer ’14 release is almost here and after firing up a brand new pre-release org and reading through the notes, here is my take on the top 5 new features for Service Cloud and Communities.
To Merge or Not to Merge Salesforce Orgs?
When a merger, acquisition, consolidation or spin-off takes place, there are often separate #Salesforce Orgs (instances) that reside in different areas of a company. When there are separate CRM systems, it is impossible to roll up performance results to one management dashboard, so analytics will not be powerful/reflective of total business results. Also, you may […]
“The empowered patient” makes providers market in new ways
You see the commercials on TV, the alluring websites, digital advertising in airports, on billboards, on the radio, in magazines, everywhere. Let’s face it, the war for patients in healthcare is in full swing. Whether you are a hospital, a physician, a pharmaceutical company or any combination thereof, you are now operating in a highly […]
How to Add Lead Scoring To Your Marketing Automation
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 […]
Driving User Adoption of a CRM Solution
Strong user adoption is key to the success of any cloud-based CRM system. Attaining it requires a deep understanding of the three pillars of adoption – people, process and technology – and how they influence CRM success. With more than 3,000 successful cloud computing engagements, Perficient knows that without optimal alignment of the three pillars, […]
Salesforce Collaborative Forecasts or Customizable Forecasts? How to Pick Which One is Best For Your Organization
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 […]
Salesforce is Leading the Cloud War
Louis Columbus recently wrote an article for Business 2 Community that sings the praises of Salesforce and goes so far as to say that they are winning the cloud platform war. For the past four years, he has been spending a lot of time in the developer area at Dreamforce to gain some insight into […]
Eight Items to Include in Your 2014 CRM Budgeting Process
For many companies, investing in cloud-based CRM is a key component of their budgets. According to Gartner, cloud and CRM will drive enterprise software spending in 2014. Forty percent of CRM systems sold in 2012 were cloud-based software-as-a-service, with Salesforce.com the leading vendor having 14 percent market share. But what exactly will your company be […]
Perficient 2013 Predictions
Salesforce.com (The Company) The salesforce.com juggernaut will continue at its current breakneck speed Service Cloud will approaches a $750m annual run rate, with much of the growth coming from RightNow, Siebel, and Zendesk replacements Salesforce.com and Workday will create a stronger partnership Salesforce (The Product) Socially oriented applications – Work.com, Salesforce Chatter Communities, and Chatter […]
Salesforce Best Practices: Where Permission Sets Shine
A few months ago, I read a blog on permission sets and how another consulting company (Arkus) had managed to do an implementation with just two profiles. That same company has now created a tool called The Permissioner to mass assign users a permission set, which I think is a great help to system administrators who, like Arkus, […]