Salesforce for Outlook. Is it Right For You? With the new Winter 11 release from Salesforce, there is a new feature called Salesforce for Outlook. This is different contact manager integration than the already available Connect for Outlook and I will be going over the differences so that you can make an informed decision on [...]
Posts Categorized: Enterprise IT
Best Practice of the Week – Smart Page Layouts Improve User Adoption
Logical and simple arrangement of the page layout is important for ease of use and increasing user adoption of Salesforce.com. Do not assume that a default page layout is appropriate for your organization. Talk with your Salesforce users and get their feedback on how they think a page should be arranged. As a best practice, [...]
Understanding The Console Feature in Salesforce.com
Salesforce has a powerful tool called the Console. The Console allows you to combine multiple Salesforce pages into one screen so you have access to all of the related information in one place. For the support person, this means that you can have a list view of your open cases (trouble tickets or work orders) [...]
Salesforce Chatter
CRM is now social. With Chatter Salesforce.com is one step closer to its goal of making enterprise software as easy to use as Facebook. Have you ever been working on a sales or support project and had to track down a co-worker to find out what they have done on it? Maybe you go to [...]
Integrate Salesforce and Microsoft Outlook with LinkPoint Vue
I recently tested an Outlook CRM integration application from the AppExchange called LinkPoint Vue made by LinkPoint360 whose mission is “to make CRM easy.” The AppExchange is Salesforce.com’s application marketplace and is similar to the Google Apps Marketplace or the applications section on Apple’s iTunes store. Since LinkPoint Vue is a local program that installs [...]
Using the Cloud Scheduler in Salesforce.com for Easy Meeting Coordination
Salesforce.com has come out with a great tool that will help make scheduling meetings with your customers and co-workers a breeze. This tools can help with CRM user adoption of your sales force automation system or customer service automation system.
The Salesforce.com Lead to Opportunity Sales Process
Online CRM programs, like Salesforce.com, provide for the ability to manage your sales process from the lead stage through to a closed sale that is won (or one that is lost). This is an overview of this lead-to-sales process for Salesforce automation. I don’t claim this is the best way for all companies to work, [...]
Benefits of Salesforce Content and Delivery
A few weeks ago I provided a high level look at Salesforce Content. Salesforce recently added Salesforce Content and Content Delivery to all editions of Salesforce. Now let’s dig deeper into what make Content and Content Delivery so useful.
Salesforce for Twitter
We’re excited about Salesforce for Twitter. We first saw it at Dreamforce a few months ago and recently spent some time using the product. The product has a lot of potential for helping companies better understand their Twitter community and use Twitter to improve customer service while reducing customer service costs.
No More Mediocre IT
Mediocrity is the norm in IT. Stuff breaks or stops working, users call the help desk, and then it gets fixed. Or it never really works right to start with but we get used to it. Consider how confusing and problem-prone Microsoft Outlook is, while at the same time its the standard for a corporate [...]