August 18th, 2010
Here’s the latest on how Chatter licensing works for companies on Salesforce Professional Edition.
If you want to purchase less than 15 Chatter licenses:
– Chatter will only have access to Profiles, People and Content.
– Cost is $180/year per person
If you want read-only access to Accounts & Contacts there is an additional cost of $300/year per person.
If you purchase 15 or more Chatter licenses then read-only access to Accounts & Contacts is included for the cost of $180/user per year.
Chatter does not include access to Leads & Opportunities.
Posted in CRM, Cloud Computing, Salesforce.com, Small Business IT | No Comments »
August 14th, 2010
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 call a contact and find out that a co-worker has already spoken with them and the contact is now with a different company? Or say you have a spreadsheet that you want to share but you do not want to email it as it will get lost in the 200 emails your co-workers get each day? Read the rest of this entry »
Posted in Cloud Computing, Enterprise IT, Project Management, Salesforce.com, Small Business IT, Social Networking | No Comments »
August 3rd, 2010
I recently testing 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 on your computer, instead of in Salesforce as an installed package, it is available for Group, Professional, Enterprise, Unlimited, Force.com, and Developer editions of Salesforce.com. Read the rest of this entry »
Posted in CRM, Cloud Computing, Enterprise IT, Microsoft, Salesforce.com, Small Business IT | No Comments »
July 20th, 2010
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 »
Posted in CRM, Cloud Computing, Enterprise IT, Salesforce.com | No Comments »
July 10th, 2010
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, 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 »
Tags: lead management, sales automation, salesforce
Posted in Cloud Computing, Enterprise IT, Salesforce.com, Small Business IT | No Comments »
April 23rd, 2010
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. Read the rest of this entry »
Tags: salesforce
Posted in Cloud Computing, Enterprise IT, Salesforce.com, Small Business IT | No Comments »
March 31st, 2010
On February 24, 2010 Mark Benioff, Saleforce’s CEO, published an article on TechCrunch that raised the question “why isn’t all enterprise software like Facebook?” With the April release of Salesforce Content Salesforce is quickly moving Salesforce in this direction, and adding Content to all editions of Salesforce at no additional cost.
Salesforce Content makes it easy for you to find the document you’re looking for and to share your documents with others. Read the rest of this entry »
Tags: facebook, Mark Benioff, salesforce
Posted in Cloud Computing, Salesforce.com, Social Networking | No Comments »
March 29th, 2010
This 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.
Posted in Uncategorized | No Comments »
February 6th, 2010
I’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 »
Posted in Cloud Computing | No Comments »
February 5th, 2010
I 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 »
Posted in Cloud Computing | No Comments »
