Zoho CRM best practices

Zoho CRM best practicesZoho CRM is one of the popularCustomer Relationship Management (CRM) tool for small business. Worldwide many SMBs use Zoho CRM to manage their customer facing processes. This article explores some of the best practices for effectively using Zoho CRM.

What can you do with zoho crm?

Zoho CRM enables organizations manage their Prospects/Customers/Contacts in one place while helping them in tracking their Sales Pipeline and Forecasting. The users can track their Marketing Campaigns to evaluate the RoI of marketing efforts. The module related to Customer Support helps in Case and Solutions Management. For more detailed Customer support Zoho also has helpdesk and support softwares. Zoho CRm also helps users in Inventory Tracking and Supplier management.

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How to build a lean and effective CRM Consulting Practice

How to build a Lean and effective CRM Consulting PracticeIf you are in the process of setting up a new CRM consulting practice or business then this article has few takeaways for you. Having worked with some of the CRM consulting startups – helping them manage their non customer facing processes – we have come up with our recommendations for building an effective CRM consulting practice. We have helped many of our clients grow from a “Single person” consulting business and transform into a “Multi location, Multiple Consultant team” practice within a short period. [Read more…]

Odd Even Assignment of Records in Salesforce.com using Workflow Rules

Odd Even Assignment in Salesforce.com using WorkflowsHave you encountered the requirement where you want to assign all Even numbered records to one person and all Odd records to another? Here is a simple solution using the workflow rules that can help. You can use this on custom objects or even on objects that do not have Assignment rules. The requirement can also mean assigning the alternate records to two persons. This is similar to Round Robin assignment to two persons using workflow rules.

Lets define the requirement as:

Assign all records of an object that are of even number to “Joe” and odd number records to “Mary”. The odd or even number can come from a custom field “Record Number”.

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Evaluate if your ORG is ready for Salesforce Lightning

Salesforce Lightning LimitationsSalesforce.com Lightning User Interface has been launched two releases ago. Lightning Experience is the new modern UI of Salesforce.com with some new features that are only available in Lightning. Many of the items that were not available in initial release are now available. However there are still some feature that are not available in Lightning UI and may pose a speed-breaker if your company is considering moving to the Lightning User Interface. This post is targeted for Salesforce.com administrators and may contain some technical terms that an end user may find difficult to understand. [Read more…]

What to consider before submitting your app for Salesforce.com Security Review

Salesforce.com Security Review PassedThis article is for you if you are a new ISV vendor or you are new to Salesforce.com Security Review process. If you are planning to submit your app for security review – here are few items that you must consider before submitting your app.

Salesforce.com Security Review is the process of assessing your application’s security before it is listed on Salesforce.com Appexchange. Appexchange is prestigious Business to Business marketplace of Salesforce.com where over 2000 apps are listed. Security review is done by Salesforce.com Security review team. Think of security review as an additional benefit – with your app getting certified for Appexchange. Security review helps companies sell to enterprises by meeting their expectations of security. [Read more…]

What to look for in an offshore partner for your Salesforce Consulting Business?

What to look for in an offshore partner for your Salesforce Consulting Business?If you have a Salesforce.com consulting business – you may be interested in working with an offshore partner. The reasons could be taking the advantage of low costs in offshore markets or having an expert team to quickly work on your projects or it could be that you want a partner to take care of development / programmatic customizations while you focus on client engagement. Whatever is your reason – in this post we will be exploring some of the qualifications you should look for in an offshore partner before you select one.

With Salesforce.com being a popular product suite there are many offshore companies that have become Salesforce.com partner. On Appexchange alone there are over 700 consulting partners listed. In India (one of popular offshore destination) there are over 50 consultants. In addition to this there may be many companies that offer Salesforce.com services but are not a registerd partner. Considering the large base of consulting companies it makes sense to evaluate the offshore partner carefully and methodically. [Read more…]

25 Habits of Great Force.com Developers

Habits of Great Force.com DevelopersWant to become a “Great” Force.com Developer? One does not become a successful App developer just by training or mere experience. Many of our clients for whom we are developing the Appexchange Apps ask – “We want a Great Force.com Developer”. What makes a Force.com developer great? and other developer not so great. From our experience of over 100 person years of development we realized that to be successful or a great developer you have to learn from the best practices – and Force.com developers are no exception.

There are some best practice habits that we have seen in all successful Force.com developers. In this post we will be listing these habits that make a developer – “Great” Force.com developer.

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Effective Communication with Remote Developers and Teams

Effective Communication with Remote Developer Teams in IT ProjectsIf you executing a project with developers or teams working remotely you must have faced the communication issues. Whether the developer teams work off-site within your country or offshore in another country – the communication challenges are same. These challenges are even more critical in IT App development or other IT projects where a regular communication is like lifeline.

However, the landscape is changing with the advancement of communication technology, availability of talent across geographies, and opening global borders. The IT projects these days typically involve team located geographically apart. In a recent project that I worked – we had client team in USA, client’s users located in over fifteen countries across the world, the development team was located off-site within USA, support team was offshore in India, testing team was in Asia and Mexico, and two of the product vendors were located in South America and Ireland. It was amazing to see the teams located apart working coherently with a common objective. [Read more…]

7 Coolest Lightning Features of Sales Cloud in Spring 16

Salesforce.com spring 16 Lightening features

Just watched the Release Readiness Live webcast of Salesforce.com for Spring 16. Andy Kung, Meredith Brown, Kayvaan Ghassemieh, Marcus Torres from the Sales Cloud Products Team have given a great preview of what cool features are going to come in Spring 16.

The focus obviously is on Lightning and that is where most of the cool things are happening. In this post we are summing up some of the coolest features to be released in Sales Cloud on Lightening in Spring 16 release. [Read more…]

Seven Reasons to Migrate Your App to Force.com Platform

Why move your legacy application to Force.com / AppexchangeIf you are an application vendor and you already have an app on legacy technologies and you are looking forward to migrate you app to Force.com (or Salesforce.com) platform – here are 7 reasons that can help you make your decision faster. [Read more…]