We work with a lot of small businesses here in the Dallas area that have chosen Salesforce to help them manage some key part of their business. For many, moving into Saleforce.com is their first endeavor into a CRM and a trap that I see often is the client trying to do too much on…
One of those “aha” moments for a Salesforce Administrator is when they discover you can build a report with a rolling date range. For example “All completed Activities in the last 365 days”, “All Opportunities closing in the next 90 days”, “Number of Accounts created last month”, Contacts with no activity in the last 60…
We’ve covered a lot of ground up to this point about the native email functions in Salesforce.com. To recap, we’ve blogged about how to make an email letterhead that includes your branding, how to create HTML email templates with merge fields that leverages a letterhead, how to code up a full HTML email in Salesforce (that does not…
HTML email templates are a great way to control your branding and make your Salesforce Users more efficient by providing pre-scripted communications for items such as invitations, newsletters, proposals, and introductions. Plus they have the added benefit of letting your users see if their email was received and opened. We created a branded Letterhead in…
As I’ve posted before, branded HTML emails are a great way to push your brand AND have the extra benefit of tracking in Salesforce whether your email was received and opened. So let’s look at the first step at creating an HTML email – the letterhead. What is a letterhead in Salesforce? Think of old school…
I received my welcome email from Erica Kuhl, Community and Social Media Manager at Salesforce, Thursday night this past week. It had been yet another whirlwind day starting at 5am talking with clients, working on projects and running my Salesforce consulting practice. I had started to settle in with the family that evening when I…
At this point you should be on the Winter 13 release of Salesforce.com and you can start checking out one of the most anticipated new features – touch.salesforce.com, or “Salesforce Touch” as it is referred to in help. I say most anticipated because it was announced last year at Dreamforce ’11. The number one question…
As we’ve highlighted before in a previous blog post, small and medium businesses get the exact same platform with Salesforce.com as enterprise clients. Unfortunately small and medium businesses face unique challenges implementing a CRM, and even with the best intentions, sometimes fall short. Below are our top 5 Salesforce features that, as we like to…
This year Salesforce.com, at their annual Dreamforce conference, had a dedicated keynote just for small and medium businesses. We are reminded in the video at the bottom of this page that Salesforce didn’t become successful initially by landing large enterprise customers. Quite the contrary, their success started by establishing a beachhead with small and medium…
Since 2005, I’ve personally helped 100+ businesses migrate to Salesforce. Along the way I’ve learned that small and medium businesses face some unique challenges. In no particular order, here are my top five challenges facing SMBs (Small and Medium Businesses) when implementing a CRM. #1 SMBs are time constrained Small business owners and their team…