Category Archives: Sales Cloud

Salesforce for Outlook + Global Actions = Pragmatic User

Ok, so here I am again: The Salesforce.com partner who actually uses Salesforce.com the same way our clients do. Yes, we have the same nerve-wrecking heartaches you do. To prove it, see how we unwittingly discovered an unplanned benefit when both Salesforce for Outlook and Salesforce1 were setup (and the former was actually working).
Challenge: When in […]

Posted in Able Cloud Staff, Sales Cloud, Service Cloud, User Adoption | Tagged , , , , | Leave a comment

Heaven in My New “Generate Invoice” Button

I finally did it. After 4 years I finally set time aside to set up Conga Composer (by @CongaMerge) for my very own instance of Salesforce.com. I run my entire company on Salesforce.com and can proudly say that that now includes invoicing. I hate QuickBooks and loathed the time spent compiling my time entries, generating […]

Posted in Able Cloud Staff, Business Processes, Custom Cloud, Data Quality, Enterprise, Reporting & Dashboards, Sales Cloud, Uncategorized, User Adoption | Tagged , , , , | Leave a comment

#1 Reason it Sucks to Be a Salesforce.com Marketing User

The Marketing App is Salesforce.com is constructed in a thoughtful manner in terms of how the data needs to be stored in order for Users to draw the necessary conclusions from its CRM system about what Campaigns are doing vis-a-vis the influx on inbound Leads and the number of Opportunities they generate. Without going Campaign […]

Posted in Able Cloud Staff, Data Quality, Enterprise, Group, Professional, Sales Cloud, Uncategorized, Unlimited | Tagged , , , | 2 Comments

5 reports Salesforce users should run but don’t #Salesforce #CRM

If you know me or my company, Able Cloud Advisors, then you know I insist on making technology work for me (not me working for it). One of the ways this happens is by creating scheduled reports in Salesforce.com to tell me things I ought to (in theory anyway) be remembering to do myself. Staying […]

Posted in Able Cloud Staff, Enterprise, Professional, Reporting & Dashboards, Sales Cloud, Service Cloud, Unlimited | Leave a comment

Another Reason to Convert, Then Qualify Leads #Salesforce #Benioff #CRM

This is a quick post. I’m sure if you’ve read my past posts regarding Lead Conversion protocols in Salesforce.com that you know I typically (but not always!) advise my clients to adopt the “Convert, Then Qualify” approach.
One client who is used to its existing “Qualify, Then Convert” approach stumbled on something I did not even […]

Posted in Business Processes, Data Quality, Reporting & Dashboards, Sales Cloud | 2 Comments

What to Look for in a Salesforce.com Partner #Salesforce

Rather unexpectedly, over 50% on my work comes from re-implementations of Salesforce.com. How can an implementation go so far south that the client actually re-commissions an implementation? It seems that selecting the right partner is often the riskiest part of a project’s success. Continue reading

Posted in Business Processes, Data Quality, Enterprise, Group, Professional, Reporting & Dashboards, Sales Cloud, Service Cloud, Unlimited, User Adoption | Tagged , , , , , , , , , , , | 1 Comment

When Passive Aggressive Staff Cripple Your Company #Salesforce

Who’s the boss? How to recognize passive aggressiveness that cripples your Salesforce.com user adoption. Continue reading

Posted in Able Cloud Staff, Benefit Category, Custom Cloud, Sales Cloud, Service Cloud, User Adoption | Tagged , , | 1 Comment

School of Thought #2: Convert, Then Qualify

Okay, so this post may be simple: Convert, then Qualify. Too simple you say? Okay, I’ll give you that since my last post (Qualify, then Convert) probably seemed pretty one sided. I’ll try and explain my point of view in case you missed the last post.
I rarely see reason (if you follow the rules below) […]

Posted in Able Cloud Staff, Business Processes, Enterprise, Group, Professional, Reporting & Dashboards, Sales Cloud, Uncategorized, Unlimited | Leave a comment

School of Thought #1: Qualify, Then Convert

I’m back. Sorry about the delayed follow up post to the hornet’s nest post on March 17, 2011.
So if you’re anything like me you’ll grasp the difference between the two primary school of thoughts (Qualify, Then Convert vs. Convert, Then Qualify) if you can “see” what the difference is. So just to reaffirm…
Most of those […]

Posted in Able Cloud Staff, Business Processes, Data Quality, Enterprise, Group, Professional, Sales Cloud, Unlimited | Leave a comment

Who’s More Important: Your Tax Preparer or Salesforce.com Admin?

For as much I know about Salesforce.com, I am ignorant when it to QuickBooks. This rude awakening occurred last week when I tried to prepare my books for my tax preparer. While I’m sure she excellent at what she does, she did not work with QB. No biggie, I figured, I’ll just work with someone who knows QB […]

Posted in Business Processes, Custom Cloud, Enterprise, Group, Professional, Reporting & Dashboards, Sales Cloud, Service Cloud, Unlimited, User Adoption | Leave a comment