Successforce Blog
Successforce Blog - Ideas
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Two-minute Tip on tracking your business with free dashboards
Jul 8, 2008
Because you don't have to recreate the wheel.This Two-minute Tip contains quick idea on how to get more out of your Salesforce. The tidbits are categorized by application area. For more resources, be sure to subscribe to the Successforce blog and keep up to date on the latest best practices!
How free dashboards work for you:- Pre-configured and bundled with popular custom reports and dashboard components. This means less setup time for you
- Get a good idea of what other customers are tracking and customize the reports with a few clicks
- Then, take the plunge and complement those dashboards with one of 800+ apps on the AppExchange
How to get started:
- Looking for the whole set of free dashboards? Check them out here
- Some very popular ones include the Lead and Opportunity Management and Adoption dashboards
- Take a look at some of the other recommended dashboards and follow some great starter tips
- Look at some of the good training options for dashboards here
How to find more resources:
Successforce - your best practice resource: Search "Dashboards"
Reporting and Analytics blog - Outer joins reporting? Popular feature requests? Get the up-to-the-minute new here
Your local user group - Customers sharing knowledge with customers. See which one is closest to you
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Two-minute Tip on simplifying your business through Google Apps
Jul 8, 2008
Because collaboration has never been easier.This Two-minute Tip contains quick idea on how to get more out of your Salesforce. The tidbits are categorized by application area. For more resources, be sure to subscribe to the Successforce blog and keep up to date on the latest best practices!
How Google Apps work for you:- Integrate your favorite Google Apps right into Salesforce. That's right: your Gmail can now be easily linked into your Salesforce instance
- Take a look at the host of great AppExchange apps that bring your Google Apps to the next level
How to get started:
- Still wrapping your head around Google Apps? Start here
- Get a good feel for each Google App and how it can work with your Salesforce
- Step up your integration by taking a look at these great AppExchange apps
How to find more resources:
Successforce - your best practice resource: Search "Google Apps"
Google Apps blog - It's so new, but already we've got a great blog to help keep you posted on the latest developments
Your local user group - Customers sharing knowledge with customers. See which one is closest to you
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Two-minute Tip on advanced searching in Content
Jul 8, 2008
Because finding exactly what you want quickly feels great.This Two-minute Tip contains quick idea on how to get more out of your Salesforce. The tidbits are categorized by application area. For more resources, be sure to subscribe to the Successforce blog and keep up to date on the latest best practices!
How advanced searches work for you:- Search by specific file type to find that exact presentation or spreadsheet
- Find the results that are most popular among your colleagues
- Filter and customize your search results. Display the fields that matter to you
- Subscribe to your favorite content and have updates come to you
How to get started:
- Still rolling out Salesforce Content? You'll want to see this
- Startup best practices are here as well
How to find more resources:
Successforce - your best practice resource: Search "Content"
Content blog - Stay up to date with the latest and greatest on the Content blog
Your local user group - Customers sharing knowledge with customers. See which one is closest to you
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Two-minute Tip on how to use Salesforce Ideas
Jul 8, 2008
Because good ideas can be used in many ways.This Two-minute Tip contains quick idea on how to get more out of your Salesforce. The tidbits are categorized by application area. For more resources, be sure to subscribe to the Successforce blog and keep up to date on the latest best practices!
How Ideas can work for you:- Use it as a tool to empower your communities' voices
- Collect feedback on your CRM Rollout
- Take your projects to the next level by incorporating Ideas to your Project Management
- Like Salesforce and Dell, learn how to create internal communities to manage change. Listen to what your communities want
How to get started:
- If you haven't already, take a look at the demo to see what you can do with this great free tool
- Keep on top of new ideas by visiting the Ideas blog, managed by our very own Product Managers
- Visit Salesforce's own IdeaExchange to see how we've used it with great success. While you're there, vote up your favorite feature requests
How to find more resources:
Successforce - your best practice resource: Search "Ideas"
Your Ideas in Summer '08 - See how your voting is becoming a reality
Your local user group - Customers sharing knowledge with customers. See which one is closest to you
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Two-minute Tip on Hands-free mobile administration
Jul 8, 2008
Because your mobile users can set themselves up quickly and easily.This Two-minute Tip contains quick idea on how to get more out of your Salesforce. The tidbits are categorized by application area. For more resources, be sure to subscribe to the Successforce blog and keep up to date on the latest best practices!
How the Zero Administrator option works:- Allows your mobile users self-service mobile setup. Minimizes your mobile admin time
- Issues each mobile user a special default configuration and downloads the essentials for them automatically
- Coming soon: the ability to sync your desktop's "Recent Items" to your mobile automatically
How to get started:
- More information on using this feature is right here
- Admins should take a look at this great resource
- And for those looking for the full picture, there's formal Mobile Deployment training courses being offered here
How to find more resources:
Successforce - your best practice resource: Search "Mobile"
Salesforce Mobile blog - Regularly updated with tips & Tricks
Your local user group - Customers sharing knowledge with customers. See which one is closest to you
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Two-minute Tip on Next generation Partner Portal
Jul 8, 2008
Because you want a richer experience for your partners.This Two-minute Tip contains quick idea on how to get more out of your Salesforce. The tidbits are categorized by application area. For more resources, be sure to subscribe to the Successforce blog and keep up to date on the latest best practices!
How the new Partner Portal works for you:- Support for S-controls, web tabs, and custom links for greater customization
- Built on the Force.com platform, improved customization and personalization possibilities
- Strengthen your Partners' voices through Ideas for the Partner Portal
How to get started:
- If you were an existing customer and you'd like to make the change, be sure to check out the Migration Guide
How to find more resources:
Successforce - your best practice resource: Search "Partner Portal"
PRM Best Practices - A regularly updated blog with Partner Portal tips & Tricks
Your local user group - Customers sharing knowledge with customers. See which one is closest to you
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Two-minute Tip on Case Escalation Rules
Jul 8, 2008
Because no client issue should go unresolved.This Two-minute Tip contains quick idea on how to get more out of your Salesforce. The tidbits are categorized by application area. For more resources, be sure to subscribe to the Successforce blog and keep up to date on the latest best practices!
How escalation rules work for you:- Automatically notify users and managers to ensure cases are resolved within your service levels
- Whether your Support is 24/7 or 9-5, customize your business hours to cater to your needs
- Keep a close eye on the overall health of your customer problems with the Case Escalation Monitor
How to get started:
- Help & Training is your best bet to get started here. Search "Setting up escalation rules". There are a couple of quick links to the application on this page
- Read all about automation and the power of workflow. The structure of an escalation rule is very similar to workflow
- Let your clients help themselves with a Self-service portal. Take it to the next level by opening up access to custom tabs with the Customer portal
How to find more resources:
Successforce - your best practice resource: Search "escalation rules"
Daily Best Practice Webinars - Daily, CSM hosted, and live! Check out Support Thursdays
Your local user group - Customers sharing knowledge with customers. See which one is closest to you
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Two-Minute Tip on running Campaigns
Jul 8, 2008Because you want to know where to invest your marketing dollars.
This Two-minute Tip contains quick idea on how to get more out of your Salesforce. The tidbits are categorized by application area. For more resources, be sure to subscribe to the Successforce blog and keep up to date on the latest best practices!
How campaigns work for you:- Improve your understanding of marketing effectiveness: ROI
- Run diverse mixes of online and offline campaigns in a single system: trade shows, email blasts, telemarketing, and Google Adwords
- Automate and personalize responses to customer inquiries through auto-response email
How to get started:
- Read the basics about campaign management right here. Be sure to check out the Dreamforce presentations for New and Advanced Marketing Executives to see how others have done it
- Branch into email marketing and Google Adwords
- And always remember to follow best practices
How to find more resources:
Successforce - your best practice resource: Search "Campaigns"
Daily Best Practice Webinars - Daily, CSM hosted, and live! Check out Marketing Tuesdays
Your local user group - Customers sharing knowledge with customers. See which one is closest to you
Marketing blog - Stay on top of the latest marketing updates with this great resource
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Two-Minute Tip on Web to Lead
Jul 8, 2008Because your website can work hard too.
This Two-minute Tip contains quick idea on how to get more out of your Salesforce. The tidbits are categorized by application area. For more resources, be sure to subscribe to the Successforce blog and keep up to date on the latest best practices!
How Web-to-lead works for you:- Reduce manual entry of leads by capturing leads directly into Salesforce from your website
- Generate up to 500 leads a day
- If you have campaigns, you can tie your web leads to your marketing efforts. Get accurate ROI tracking
How to get started:
- Simply create a Web-to-lead form and paste the HTML into your site. Read more
- Check out a two minute training video here (requires Flash to view)
- Add data validation or pass hidden values to ensure data quality or pass hidden values to automate tracking and get the most out of your data
How to find more resources:
Successforce - your best practice resource: Search "Web-to-lead"
Daily Best Practice Webinars - Daily, CSM hosted, and live! Check out Marketing Tuesdays and Sales Wednesdays
Your local user group - Customers sharing knowledge with customers. See which one is closest to you
Marketing blog - Stay up to date on the latest marketing developments here
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More Web Apps than Operating Systems than Desktop Applications
Mar 20, 2007It's true - I'm a geek. I currently use about a dozen web applications on a regular basis, a few operating systems (Win XP SP2, Fedora Core and Ubuntu) and just 2-3 desktop applications (Firefox, jEdit and occasionally, MS Powerpoint or VMWare). For users like me, Firefox has made the operating system a commodity.
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