Do you need a Salesforce.com Administrator for your project? Yes. Yes. Yes. Who wants a system that no one is using, is not user friendly and no one understands it? If you want it – take the risk of not hiring a Salesforce.com Administrator for your Salesforce Project (or for that matter any CRM project). Although your Salesforce.com sales rep will not be telling you this – Salesforce.com recommends having an administrator as a best practice. Salesforce.com administrator will add lot of value to the ongoing success of the project. If you can not afford one full time – go for a shared part time resource from a professional service provider. [Read more…]
posted on October 24, 2014 by
What is new in Salesforce.com CRM winter 15 – Sales Cloud
Manage Sales on the Go – Much better than earlier
With the Salesforce1 app, your users can stay current on their most important records, activities, and conversations while out of the office. The new release comes up with enhancements that will help you use mobile all much better than earlier. [Read more…]
posted on May 13, 2014 by
CRM resolutions of the day – images
Here are 10 CRM resolutions of the day for a Sales person. Use these images to motivate your sales team to use CRM and increase adoption. Click on the image to view and download. [Read more…]
posted on May 13, 2014 by
How To Avoid CRM Project Failure
No company would like their Customer Relationship Management (CRM) projects to fail. Despite all the good wishes – hundreds of CRM projects fail. Many of them fail to deliver while many fail to complete in the first place itself.
While working on many global CRM projects for some of the large multinationals I have learned to identify some of the key risks that lead to failure of the CRM projects (some of these items here can be generalized to all types of projects although). If we understand these risks and sensitize the project team and executive management with them – many of the project failures can be averted. [Read more…]
posted on April 18, 2014 by
12 Salesforce.com Data Upload Tips
Salesforce.com Data upload is a regular task for some of the Salesforce.com administrators or end users. The quality of data in CRM determines the health of your CRM implementation. Considering this – the data upload – not only in Salesforce.com, but in any CRM has to be a well planned task.
posted on March 24, 2014 by
Salesforce URL Shortcut Cheat-sheet for Administrator & Developers
Are you looking for the Salesforce URL Shortcuts? Here is Salesforce.com URL Shortcut Cheat-sheet that will be useful for Administrator & Developers.
posted on March 12, 2014 by
Salesforce URL Shortcut Cheat-sheet for End Users.
Many of people spend their entire work day in Salesforce.com. Since they create and update so many records in a day, small time savers really add up over the course of a work day. These URL shortcuts will help you save valuable time inside the system. Here you can find a table of useful shortcuts for salesforce URL’s.
posted on February 4, 2014 by
Creating custom Apex SOAP based on Web Services in Salesforce.com and accessing from Java Application
What Is SOAP API?
SOAP API is used to create, retrieve, update or delete records, such as accounts, leads, and custom objects. It supports data in the form of XML. Requires WSDL files for the integration.
posted on December 31, 2013 by
Three notable features of Salesforce1
With Salesforce1 Salesforce.com has rebranded (and re-positioned) its development platform for its mobile readiness (mobile app) and integration capabilities. Salesforce 1 is a platform that will help software products vendors, developers to build mobile apps and integrate them with other apps quickly. With Salesforce1 even the administrators of Salesforce.com can create the simple mobile apps with just point and click customization – unlocking the power of mobile apps on Salesforce.com platform.
posted on December 26, 2013 by
ABC of CRM
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
