A
Account:
An Account represents a company, organization, business or a similar entity with whom you do business (and want to track in CRM).
Aka: Customer, Organization, Company
posted on December 26, 2013 by
ABC of CRM
posted on December 21, 2013 by
Salesforce.com Visual Workflow Introduction (Force.com Flow)
Salesforce.com Visual Workflow allows customers to build ‘flows’, which guide users through screens for collecting and / or and updating data. They can also be used as an script in a Call Center Scenario. This article is an introduction or primer to Force.com Flow in a Q&A format.
posted on December 20, 2013 by
How to design the sales process in CRM
Before implementing a CRM (Customer Relationship Management) designing the sales process is the important key for success. A well designed or poorly designed Sales process can make or break the effectiveness of your Sales initiatives. Deep thought should be given when designing and mapping the sales process to the CRM.
posted on November 20, 2013 by
CXO’s Guide to Salesforce1
Whether you are a CIO, CSO, CEO (CxO) the announcement of the launch of Salesforce1 by Marc Benioff (Chairman & CEO of Salesforce) yesterday at Dreamforce must of interest to you. We have been told that it is a great new mobile platform with great potential. However a lot questions still remain unanswered about Salesforce1 which we will try to answer in this post. [Read more…]
posted on August 24, 2013 by
Nurturing Customer Relationships Using CRM
Customer Relationship Management (CRM) comprises of three words “ Customer, Relationship, and Management. Most CRMs have a transactional view of the customer “They are built on the premise that customer relationship is nothing but the transactions. While this view may be good for capturing and analyzing the data “ it does not helps in nurturing the relationship the most important leg CRM. [Read more…]
posted on August 10, 2013 by
Salesforce.com Tip of the Day – Starting with Activity and Task Management
Today’s Salesforce.com Tip of the Day is – How to utilize the Salesforce Activity and Task Management features. We will be coverings the basics in the post – leaving the advanced tips for the future posts.
If you use Salesforce Activity and Task Management tools it will help you and your sales team organize and manage your day in an effective manner. Here is what you can do using Salesforce Activity and Task Management
posted on August 9, 2013 by
Salesforce.com Tip of the Day – Working with List views
List views give you access to specific sets of data based on a criteria. You have many standard views (created by Salesforce or your administrator) available in Salesforce. In addition to this you can also easily create custom views for the items most relevant to you.
Some of the common views are
- All Accounts
- My Accounts
- My Contacts
- New Leads this week
- Birthdays this week
posted on August 7, 2013 by
Salesforce.com Tip of the Day – Advanced Search – Using Wildcards and Boolean
Our Salesforce.com Tip of the Day is on Advanced Search – Using Wildcards and Boolean when using Global Search. We have already covered basics of Search in Salesforce.com in a previous Salesforce.com tip posted earlier:
How to use Global Search in Salesforce.com
In this article we will explore the advanced search.
posted on August 6, 2013 by
Salesforce.com Tip of the Day – Adding new records in Salesforce
Our Today’s Salesforce.com Tip of the Day is “Adding new records in Salesforce”. We will explain about different ways to create new records in Salesforce.com CRM and recommend which is the most effective way to enter new records. We will also discuss what are the drawbacks of using Quick Create.
posted on August 5, 2013 by
Salesforce Tip of the Day – Using Global Search
Our Salesforce Tip of the Day today is Using Global Search. Â Use the Salesforce search feature to quickly locate and find information you need in CRM.
The Global Search in Salesforce.com CRM help you search
- All standard and custom objects
- Articles
- Documents
- Products
- Solutions
- Chatter
- Chatter feeds
- Files
- Groups
- Topics
- People
