Successforce Blog
AppExchange 101 Webcast: Everything You Need to Extend Your CRM Implementation
Join us for a FREE AppExchange Webinar — Live on June 14, at 11:00 AM PST. AppExchange is the first and only online marketplace for sharing applications. It makes finding and deploying new on-demand apps easy. Many of the apps in the AppExchange are free and all are pre-integrated with Salesforce. There are more than 250 apps to choose from including applications for every department like sales, service, HR, finance —and more. Find everything from project management to recruiting to email marketing and beyond. Learn what you need to know to get started with AppExchange. Plus, get all your questions answered in a live Q&A. Register for our free AppExchange 101 Webcast now.
AppExchange 101 Webcast: Everything You Need to Extend Your CRM Implementation
Join us for a FREE AppExchange Webinar — Live on June 14, at 11:00 AM PST. AppExchange is the first and only online marketplace for sharing applications. It makes finding and deploying new on-demand apps easy. Many of the apps in the AppExchange are free and all are pre-integrated with Salesforce. There are more than 250 apps to choose from including applications for every department like sales, service, HR, finance —and more. Find everything from project management to recruiting to email marketing and beyond. Learn what you need to know to get started with AppExchange. Plus, get all your questions answered in a live Q&A. Register for our free AppExchange 101 Webcast now.
AppExchange Mobile Admin Training
Today a training course was posted with instructions for How to Setup a New AppExchange Mobile Account. The 20
minute tutorial walks you through creating profiles for your mobile devices and configuring connections to everyone’s blackberries.
AppExchange Mobile Admin Training
Today a training course was posted with instructions for How to Setup a New AppExchange Mobile Account. The 20
minute tutorial walks you through creating profiles for your mobile devices and configuring connections to everyone’s blackberries.
Searching CRMSuccess.com
As the
CRM Success site has grown, many people have asked for better ways of finding
resources. While we’ve got a number of projects in the works, one good short
term solution is to use a Google Site Search. This will allow you
to quickly search across CRMSuccess.com for best practice materials using
keywords. Give it a try and let us know what you think.
Searching CRMSuccess.com
As the
CRM Success site has grown, many people have asked for better ways of finding
resources. While we’ve got a number of projects in the works, one good short
term solution is to use a Google Site Search. This will allow you
to quickly search across CRMSuccess.com for best practice materials using
keywords. Give it a try and let us know what you think.
Intellisync User Guide
The Intellisync for salesforce.com User Guide provides in-depth instructions to help you
synchronize your Salesforce.com contacts
and activities with Microsoft® Outlook® and/or a Palm OS device. Included
are steps on installing and configuring Intellisync for salesforce.com, setting
up Outlook or your Palm, and syncing your data. Plus troubleshooting tips and
advanced topics such as changing which Outlook folders to sync.
Download salesforce_sync_user_guide.pdf
Download
Intellisync
Intellisync User Guide
The Intellisync for salesforce.com User Guide provides in-depth instructions to help you
synchronize your Salesforce.com contacts
and activities with Microsoft® Outlook® and/or a Palm OS device. Included
are steps on installing and configuring Intellisync for salesforce.com, setting
up Outlook or your Palm, and syncing your data. Plus troubleshooting tips and
advanced topics such as changing which Outlook folders to sync.
Download salesforce_sync_user_guide.pdf
Download
Intellisync
Office Edition Cheat Sheet
Salesforce.com Office Edition allows you to access your Salesforce.com data from Microsoft Office. After installing a small plug-in, Salesforce.com menus are added to Microsoft Excel and Word. From these menus, you can access your Salesforce.com reports with Excel, and create mail merge templates in Word for use with Salesforce.com.
Office Edition Cheat Sheet
Salesforce.com Office Edition allows you to access your Salesforce.com data from Microsoft Office. After installing a small plug-in, Salesforce.com menus are added to Microsoft Excel and Word. From these menus, you can access your Salesforce.com reports with Excel, and create mail merge templates in Word for use with Salesforce.com.
Case Management Implementation Guide
New Case Management Implementation Guide now available. Download case_management_implementation_guide.pdf
Case Management Implementation Guide
New Case Management Implementation Guide now available. Download case_management_implementation_guide.pdf
Difference Between a Lead and an Account
What is the difference between a lead and account? A best practice that I use is to define a lead as a
unqualified prospect only. Trade shows, generic purchased lists, inbound calls
etc. I generally stress to users that leads should be used to disqualify
potential prospects so they stay out of accounts. As soon as you have enough information to qualify a lead
it should be converted immediately, the account "type" now being "prospect" One
of the obvious advantages you have already seen is the ability to manage
interactions with multiple contacts and/or opportunities. You may figure out a way to create custom lead fields
for contact 2, contact 3 etc. DO NOT DO IT. You will compound your problems when
you convert the lead because that information will now need to be turned into
individual contacts. It sounds to me like your list contains what I would
call "qualified prospects" and therefore I would save yourself a tremendous
amount of troubla and simply import as a single account with multiple contacts.
When you import set the account type to prospect or even pre-qualified prospect.
A common misconception is that accounts are only
customers. This is not true. Accounts in my world are customers, qualified
prospects, competitors, vendors, even your own company should be an account
within salesforce to take advantage of mass email and other communication
vehicles.
Click Here to login to the community and view the full post.
Difference Between a Lead and an Account
What is the difference between a lead and account? A best practice that I use is to define a lead as a
unqualified prospect only. Trade shows, generic purchased lists, inbound calls
etc. I generally stress to users that leads should be used to disqualify
potential prospects so they stay out of accounts. As soon as you have enough information to qualify a lead
it should be converted immediately, the account "type" now being "prospect" One
of the obvious advantages you have already seen is the ability to manage
interactions with multiple contacts and/or opportunities. You may figure out a way to create custom lead fields
for contact 2, contact 3 etc. DO NOT DO IT. You will compound your problems when
you convert the lead because that information will now need to be turned into
individual contacts. It sounds to me like your list contains what I would
call "qualified prospects" and therefore I would save yourself a tremendous
amount of troubla and simply import as a single account with multiple contacts.
When you import set the account type to prospect or even pre-qualified prospect.A common misconception is that accounts are only
customers. This is not true. Accounts in my world are customers, qualified
prospects, competitors, vendors, even your own company should be an account
within salesforce to take advantage of mass email and other communication
vehicles.
Click Here to login to the community and view the full post.
Training and Support
Salesforce.com Public Knowledgebase
Get Answers to your Common Application Questions
Levels of Support
Phone Support:(415) 901-7010 (US) +353-1-2723503 (IE)
Log a Case: Log a Case
Training over a dozen classes to choose from
Customer Success Managers - Program Overview
Log a Contact Me Request for your Account Executive, Professional Services, or Your Customer Success Manager
Join the Online Community and meet other Salesforce.com users solving challenges similar to your own
Training and Support
Salesforce.com Public Knowledgebase
Get Answers to your Common Application Questions
Levels of Support
Phone Support:(415) 901-7010 (US) +353-1-2723503 (IE)
Log a Case: Log a Case
Training over a dozen classes to choose from
Customer Success Managers - Program Overview
Log a Contact Me Request for your Account Executive, Professional Services, or Your Customer Success Manager
Join the Online Community and meet other Salesforce.com users solving challenges similar to your own
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