Make your Salesforce Project More Successful by Inviting a BA to the Party (Or Thinking Like One)


Today I welcome my good friend, Garry Polmateer as a guest blogger at CRMFYI. Garry is not only a Salesforce community rockstar, but he's planned and executed some great Salesforce implementations,

A Little Help from My Friends


In a demonstration of community and collaboration, Mike Gerholdt and I have created a blog post / demo video of utilizing inline Visualforce to display rich text info in standard page layouts without

Chatter-vantage #1 - No Need to Rush the Stage


Salesforce has created a conference attendee experience using Chatter that blows away all other conferences. Their Dreamforce Attendee Portal allows attendees to connect with speakers before, during

I Need You; to Join The Salesforce Channel Community


If you follow me on Twitter, it's hard to miss my regular status updates like,  "21 videos were posted to The Salesforce Channel today," but what's that all about? The Salesforce Channel is a website

Calling All Heroes! You Belong at Dreamforce


Earlier this year, I wrote about being a hero to your users, and the gist of it was that through social media, you can surround yourself with fantastic people who will make you a hero to your users. I

Marketing

Dreamforce 07 Breakout Sessions Begin Showing Up Online

Posted on by Jeff Grosse in Analytics, AppExchange, Customization, Data Mining, Dreamforce, Integration, International, Local, Marketing, Mobile, News, Productivity, Prototype, Sales, Service and Support, Social Networking, Tools | 1 Comment

Logo_videoSee the sessions you missed at Dreamforce 07.  They’re starting to show up on Google Video.  About 50 of the breakout sessions are available already and more will be added soon. 

To see what’s available now, search Google Video for Dreamforce and sort the results by Date.  If you’d like to know when new videos are posted, you can subscribe to the RSS feed for new videos with the Dreamforce tag.

You’ll also find some user submitted videos of the excitement of Dreamforce as well as some footage from the volunteer project run by the Salesforce Foundation held Saturday, September 15. 

As the keynote sessions are added, I’ll be sure to let you know as they are worth a second watch.

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Faceforce; Social Networking Reaches Into the Enterprise

Posted on by Jeff Grosse in AppExchange, Integration, Marketing, Productivity, Sales, Social Networking | 25 Comments

FaceforcelogoToday, I got to look at what I first thought was an unlikely match of my two favorite platforms; Salesforce.com and Facebook.  It’s called Faceforce and it augments your Lead, Contact, and Account data in Salesforce.com, helping you build deeper relationships with your customers and prospects.

When I first heard about this mashup, I wondered what value one would offer the other.  I like both platforms and though I use both daily, I didn’t see how one would benefit the other.  After seeing the apps work together, I understand more of the value and significance of this mashup.

How it works is you first need a login to Facebook.  Then you install the Faceforce application into your Salesforce.com org from the AppExchange.  You just need to add the S-controls created by Faceforce to your page layouts for Leads, Contacts, and Accounts.  That’s literally no more than a two minute process for all three.  Select the Faceforce application from AppExchange drop-down and click on the Faceforce tab.

The first time in, Faceforce will ask you to log into Facebook and add the Salesbook application to Facebook.  This is the hook that allows the two apps to talk to each other.  Once you’re back on Salesforce, you can Search for New Links to find people in your network that are found in Salesforce.  Once you match up your contacts to their Facebook profiles, you’re ready to ready to update Salesforce.  Before you do that though, if you have Salesforce contacts that you’d like to invite to Facebook, there’s a link to invite them into your Facebook network.  Once you’re finished, you’re ready to see more about your contacts.

Faceforce_contactNow in Salesforce, if you look at a Contact that you’re friends with on Facebook, you can see their Facebook profile right inline with their Salesforce contact record.  It even allows you to perform regular Facebook actions such as Send a Message, Send a Gift, Write on Wall, Message, view their Full Profile, and even the curious Poke. 

Faceforce_leadAt the Lead level, the S-control will search Facebook for the lead and show possible matches.  If that is the person, you can link them to into the lead so you have access to all their Facebook data inline with your lead data.

Faceforce_accountAt the Account level, the S-control will display all the Facebook connections you have with that company and allow you to take numerous Facebook actions, right from the Account record.

The mashup was built by Clara Shih, an AppExchange Product Manager at Salesforce.com in collaboration with Todd Perry, a software engineer at Facebook.  She did it because she too is a huge fan of both platforms, but more importantly, she demonstrated a way of mashing up two products, that were never made for each other.  Yet, as a user of both platforms, you can now connect the dots, having more information at your fingertips, inline with the applications you use everyday to build deeper relationships with your customers and prospects.

I don’t expect every company to adopt such a mashup, though the tremendous influx of new Facebook users 35 and older in the last months  have certainly taken to the concept and are hungry to build their networks.  If you’re looking for information on your customers and prospects, you can’t ignore what’s available through Facebook.

What Clara is doing with Faceforce is only going to spark more ideas of how to make use of data available to us.  I’m interested to watch what she and others do to enhance this type of integration.  We’re bound to see more like it.

I haven’t gone through nearly as many features as are in Faceforce.  If you’d like to see a demo of Faceforce, Clara provides a short Flash demo of how Faceforce works.  If you’d like to try Faceforce for yourself, you can install it from the AppExchange.  Her next experiment will see what you can bring from Salesforce into Facebook.  Kudos to Clara for helping us get a taste of the possibilities.

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Vertical Response Aims to Top the Charts

Posted on by Jeff Grosse in AppExchange, Marketing | Leave a comment

Vertical ResponseDirect email marketing AppExchange gurus, Vertical Response kick it again with their sophomore release of Nuthin’ But an App Thang.  Furious Alf is joined by 2Fein and it looks like they’ve spent a bit more on the production this time.  This is well-done viral marketing.  The talent consists of Alf (Vertical Response Marketing Director) and Josh (Vertical Response Product Manager).  Make sure to watch for Marc Benioff with the boys on the front page of Billboard.com in the video.  I want to see these guys at Dreamforce and with the bling!

Check out their first release, VR for AppEx Baby.

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If a Customer Complains About Your Company on the Internet and You Don’t Notice It, Will Anyone?

Posted on by Jeff Grosse in Analytics, Integration, Marketing, Sales, Service and Support | Leave a comment

John Ragsdale, of the Service & Support Professionals Association (SSPA), writes about a new service called TruCast by Visible Technologies that brings visibility to what your customers or anyone is saying about your company across the Internet and blogosphere. What I find potentially even more interesting is that this tool not only identifies what is being said about your company, but it brings into view the overall sentiment of their posts and even maps out their sphere of influence across social networks.

TruCast enables you to

  • Keep a pulse on what people are saying about your brand, products, or services.
  • Respond to individual posts to address angry posters before they gain enough momentum to reach a large audience.
  • Use information gleaned from consumers to improve your product, or create a new product to satisfy an unforeseen need in the marketplace.
  • Stay ahead of emerging trends in the marketplace.
  • Identify current and emerging influencers.
  • Start buzz about a product, service, announcement, or initiative.
  • Learn more about your most vocal critics and fans.
  • Tailor your message with the help of data on opinion leaders.

When it comes to Marketing awareness and knowing what people are saying about your company, this seems like pretty valuable information. On top of that, what if you were tracking those who are big proponents of your company or brand and became aware of their sphere of influence across the Internet? 

Now, what if you tied TruCast to Salesforce and set that kind of sales intelligence before your account executives?  Use the positive proponents of your company to boost customer reference programs and find champions within each industry you serve.  Find out about discussions that are negative and do what you can to approach those issues. 

Bottom line, it does matter what people say about your company.  Now how are you going to find out what they’re saying?

You can read John’s thoughts on it here.
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