Category Archives: Able Cloud Staff

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 […]

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My Lead Conversion Nightmare #CRM #Salesforce #Sales

Salesforce.com lead conversion. It would seems that the built-in lead conversion process would be a true blessing but it is full of caveats that are, of course, not acknowledged let alone documented.
How did I learn this? By getting burned. By insisting that I use as much native functionality as possible before looking to apps or custom configuration. […]

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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

CEOs who kowtow to Sales

Where have all the Sales Managers gone? I assume since I haven’t met one in years that this is a bygone profession like the Typist and the Milk Man. I mean, what other reason could there possibly be for the void of the craft, wits, talent typically reserved for the VP /Director/Manager of Sales title?
Being […]

Posted in Able Cloud Staff, Business Processes, Data Quality, Reporting & Dashboards | 1 Comment

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 […]

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Opportunity Contact Roles Are For Losers #Salesforce #CRM

Not using Salesforce.com Opportunity Contact Roles? You must not like sales. Continue reading

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MEP Center Performance Improvement Using Salesforce.com Webinar, 3/13/2013

[ March 13, 2013; 2:00 pm to 3:00 pm. ] On Wednesday, March 13, 2013 from 2-3 pm EDT, the nation’s MEP Centers are invited to join a free online webinar conducted by Able Cloud. In our hour together we’ll outline the business processes and functions (e.g. NIST Reporting) that your current or planned instance of Salesforce.com ought to be doing for you. This first-hand […]

Posted in Able Cloud Staff, Benefit Category, Business Processes, Data Quality, Edition, Enterprise, Events, Reporting & Dashboards, Source, Training, Uncategorized, User Adoption, Webinars | Leave a 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