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. Read the rest of this entry »
The Salesforce.com Lead to Opportunity Sales Process
July 10th, 2010Online 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, though it works well for many companies. This example of work flow automation I provide as only one way of how to use lead tracking software. Read the rest of this entry »
Benefits of Salesforce Content and Delivery
April 23rd, 2010A 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. Read the rest of this entry »
How to log an activity in Salesforce.com when using workflow rules to send email alerts
March 29th, 2010This questions has come up with a couple of our Salesforce.com clients so we thought we’d share this information.
When using Workflow rules to trigger email alerts, activities are not
automatically logged when the email is sent. Some users would like a way to
track if and when an email was sent under the activity related list. To do
this, have the Workflow trigger a task (in addition to the email alert that
is sent). You can assign the task to the record owner, creator, a certain
role, or a specific user. You can also set the task to “Completed” so it
will just be used for tracking purposes.
Once the Workflow is triggered, the email will be sent and a completed
activity will be logged on that particular record simultaneously.
Why I Use Google Voice
February 6th, 2010I’m in the process of transitioning all of my business and personal contacts over go Google Voice. Even my mother calls my Google Voice number now, so you know I’m serious. Here’s why:
Google Voice transcribes your voice mail messages into email messages so you can read your emails. This saves time if you receive a lot of voice mail. And it allows you to check your messages when you aren’t able to listen to them. Read the rest of this entry »
The iPad and Virgo Love
February 5th, 2010I have not used an iPad or seen one close up, but I can tell you what its good for: sitting on the sofa and looking at, and making minor edits to, content that is stored on the internet (in the cloud), just like Steve Jobs did during his demo of the iPad. Apple knows that its not good for more than that now. Read the rest of this entry »
Introduction to Cloud Computing Presentation
January 6th, 2010Cloud Computing was a big buzz word last year. And the press coverage is sure to continue into 2010. Some may say that Cloud Computing is over hyped. But I would argue that its under hyped. Read the rest of this entry »