The leading CRM applications are impressive in their scope, features, and flexibility. They are designed and marketed as critical infrastructure that ensures the smooth flow of customer information throughout the enterprise, and that provides customer-facing staff with the information and capabilities to enhance their productivity and impact. In our experience, the extent to which CRM applications fulfill this promise depends greatly on what department you consider. And the department that is least served by the leading CRM applications is marketing. What is it about marketing?
Clients often ask me what's needed to guarantee user adoption on a new or re-designed CRM system. Over the years, I’ve whittled my response to these three essential elements.
Social media continues to be a huge investment for Microsoft, particularly for the Dynamics CRM group, which will continue to step up its social media capabilities throughout the rest of 2012 and beyond.
A client of ours recently ran an accidental bulk delete job and deleted over 62,000 Email Activities from thheir Dynamics CRM database. They turned to us for help, and here's a look at how we helped them quickly restore all of their data.
In a previous post, we outlined some of the steps to build and manage a solution to manage a project based business in Salesforce. We're following that up with a short video that shows you more about how you can make this application work for you.
Quite a few of our customers are professional services firms that are looking to manage their business in Salesforce. Here’s a quick overview of a model we’ve developed and some customizations we’ve built in Salesforce to help architects, engineers, management consultants, and other project focused organizations.
Madrona Solutions Group develops custom interfaces in Salesforce that allow users to see underlying data in ways that fit their specific business needs. The UI elements most commonly requested are data entry grids and calendar views that display things like campaigns and projects. Read more about a calendar interface we've recently created, and how it might benefit you.
In a recent upgrade of code from CRM 4.0 to CRM 2011, after importing the upgraded customizations one of my developers had checked in...
Many of our customers earn revenue as their service is used instead of at the point in time when a sale is made. Salesforce.com provides basic revenue scheduling, but it isn’t granular enough for most of our media and software as a service customers. With this in mind, we’ve developed a model that generates a monthly forecast for each line item on an opportunity. For example, if you have an opportunity named “Spring Campaign” which begins on March 15 and ends on May 15, the monthly forecasts will automatically allocate 25% to March, 50% to April, and 25% to May. So how did we set it up in Salesforce?
One size does not fit all. The beauty of the Salesforce.com Platform is that you can tailor it to fit the complexity of your business. Out of the box functionality for simple, standard processes and a more customized approach to fully align Salesforce with the way you work. This is a study of how we helped bring the contract approval process fully into Saleforce.com for a software company.
I noticed odd behavior whenever I used the IP address in the URL in my CRM 2011 environment. If I used the server name (or on my VM, localhost) everything worked as expected.
In the Windows Phone 7.1 SDK , Microsoft has included a number of template start-up projects to accelerate development on the Windows Mobile platform.
Understand some of the “ins and outs” of the new Salesforce Analytics features featured in the Spring '12 release.
Are you spending your valuable time assigning Salesforce.com Cases or Leads manually when you could be spending your time doing something more productive? Would you like for your Cases and Leads to be automatically assigned? Learn how to do this with these great, free Round Robin Assignment options in Salesforce.
Recently, one of our clients decided to move their CRM installation to an internal server. Their team had been using CRM Online, but the reporting limitations (fetchxml) and a few other problems became high priority issues.
Then at this year’s Dreamforce, it was announced that with the Winter 12 Release a free feature called Social Contacts would be available! This new feature would allow users to understand their contacts online presence on sites like Twitter, Facebook and LinkedIn, from within SalesForce.com! With Winter 12 released, the ability to have that 360’ is now a reality.
Sometimes, we just need a good example of how to write some simple code. We don't have the time to parse / read / undertand all the possible ways of doing something - just tell us what to do for this one thing.
There is an error generated when users try to pivot on an Excel export generated from a report made with Ad Hoc report wizard in CRM.
I have been discussing the need for some duplicate detection rules for our custom entities with a client.
Front office / back office integrations set my teeth on edge. For anyone that has spent a significant amount of time working on them, you know that they often elicit fear from those involved.
Several months ago we posted a review of the Salesforce Template Editor, and the Quote capability that was recently added to SalesForce.com. Our conclusion was that it provides the very basic needs for generating a quote, but there were limitations in designing and creating a template. In working with clients who need to convert existing templates from a word document to the template editor, we found limitations in reaching a complete recreation. In cases where a more eloquent and robust solution is needed, we found Conga Composer from AppExtremes a great alternative.
We were recently asked to split a client’s Salesforce.com Org into three separate Orgs, and then migrate/improve the associated business processes and data into the appropriate new Org. Read how we did this in our look at how to migrate attachments from one Salesforce Org to another.
Nucleus Research recently completed a technology value matrix for CRM applications. This matrix utilizes overall application functionality and usability to rate CRM applications.
Frequently, businesses want to see 1-N and N-N entities displayed on related forms. In CRM 4, this required custom coding with an i-frame, but CRM 2011 provides this functionality thru out of the box configuration.
When the Salesforce.com Spring 10 release hit sales organizations last year, we finally had the ability to generate a quote and send it via a PDF to a customer, using native functionality called Quotes. Learn more about this terrific feature in this review of the Salesforce Template Editor.
Having seen hundreds of CRM implementations, the most common complaint that crops up over and over is "We invested a significant amount of energy and money, but our team (particularly sales) just isn't using the system the way we expected, and as a result we don't get much out of it".