Cloud Trends
Why do I say this? The customer now rules. The social revolution has introduced an entire new world of cloud based communities. Social networks like Yelp, LinkedIn, Twitter, Google+ and ...
7 Steps to Optimize your Sales Process
There is a lot of talk about improving sales. Like many companies, 20% of the sales reps generate 80% of the business. Imagine if you could get the other 80% ...
Got Quickbooks and Salesforce.com? Get Intuit’s end of life email? Read this:
Did you get Intuit’s notification that they are ending their Salesforce for QuickBooks integration? It’s the integration that connects accounts, items, transactions, and a few other things between Salesforce to ...
Sales Enablement – Mobile + CRM
As a busy sales rep who is on the road a lot, have you ever become frustrated that key information is stored on corporate server and is not accessible remotely ...
What can the Service Cloud do for your business? Episode 2
Salesforce Dashboards help customer service agents and managers get real-time metrics, prioritize case loads, increase efficiency, reduce costs and increase CSat. Check out this brief video from the Salesforce Guy.
What can the Sales Cloud do for your business? Episode 4
Salesforce Dashboards & Reports: Increase Visibility and Collaboration Around Key Business Metrics In this episode we explore how Dashboards work for a Sales Rep and a Sales Manager. We see ...
What can the Sales Cloud do for your business? Episode 3
With the Sales Cloud you can take an "Opportunity" from the prospecting stage and build a PDF "Quote" with just a few clicks. Then you can use the "Salesforce1" Mobile ...
What can the Service Cloud do for your business? Episode 1
Starting with Professional Edition the "Cases" object in Salesforce opens up a world of customer service capabilities including "web-to-case", collaborating and "swarming" on solutions via Chatter, prioritization and case escalation, ...
What can the Sales Cloud do for your business? Episode 2
Quotes, Approvals and the Power of Chatter to Close Deals We take an Opportunity from the prospecting stage, build a PDF Quote with just a few clicks, then use the ...
What can the Sales Cloud do for your business? Episode 1
Salesforce Sales Cloud, with its core Customer Relationship Management (CRM) features, addresses many common business challenges. One of those is "Lead" management. Often called "prospects" or "suspects" by some small ...
