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

Mobile

The Higher Ed Cloud; Studentforce + Chatter = Brilliant

Posted on by Jeff Grosse in Chatter, Force.com, Mobile, News | 248 Comments

Today’s guest post is by Ed Schlesinger, better known as @studentforcenow on Twitter. Ed is a father and a businessman who has an incredible vision for the possibilities of cloud computing to help higher education. His brainchild, Studentforce is a unique portal for universities which connects students to faculty and administration to everyone. With the announcement of Chatter, Ed immediately saw the amazing potential that Chatter would have on Studentforce and I want you to hear what he’s poured his heart into. Let it spur you on to think of new and deeper uses for Chatter in your daily work and life.

The Higher Ed Cloud

Salesforce.com and its forward thinking management, employees and partners whose efforts have sparked the revolution that is happening NOW; even as I type this response, should be lauded for its accomplishments. However, while having a ‘great’ idea; one that resonates with all of us and becomes just plain common sense should be celebrated, its the execution on that idea that is the true measure of a game changing technological, financial and sociological success that is the shift that benefits us all. That is the true accomplishment salesforce.com can beat its chest about – execution.

In order to reinforce that momentum and truly democratize the availability and use of powerful enterprise class SaaS, studentforce endeavors to place the platform in the hands of those who truly know how it can be used – students. Delivering on Don Tapscott’s 1998 prognostication “… that the most revolutionary force for change is the students themselves. Give children [students] the tools they need and they will be the single most important source of guidance on how to make the schools relevant and effective” is a tall order made possible by the force.com platform; and, more recently, the introduction of Chatter – a secure medium by which students collaborate with one another; faculty do the same; and, each group shares with one another. Student Chatter + Faculty Chatter creates a dimension of conversation and collaboration never before available.

Recently published studies report that faculty (80%) use social medium; and, a growing number (30%) use collaboration tools, available as a service to communicate with their students incorporated into lesson plans. We already know that students (and others) have already enthusiastically embraced social medium and its growth is accelerating throughout the world. But there still exists a disconnect between faculty, students and staff on campus. As the further ‘commercialization’ (by no means a bad thing) of collaboration platforms evolve it seems to be at the expense of PRIVACY. That will inhibit the execution of a great idea. Ironically, security and privacy must be intact so that collaboration and sharing can occur. Think about it – strange; right?

With Chatter layered within the force.com architecture, we now have a platform that is secure; private where necessary; and, holds the promise of exponentially increasing the transfer of ideas …. so the execution of those ideas can occur. Chatter also ” … brings the data alive” by automating the notification of important events as they occur and delivering them specifically relevant to the tasks they are associated with. And its MOBILE; available on my Blackberry, iPhone, iPad and yeah – future mobile devices.

What better audience is there to take a wonderful idea (SaaS + Collaboration + Mobile); effectively executed for businesses, non profits and individuals than those who have grown up using these tools? And, by giving students ” … the tools they need” a generation of productive, knowledge seeking students will be able to execute on the ideas that have not yet been thought of as they become citizens participating in business, teaching and life long learning.

Studentforce Chatter Use Cases

Here are a few possible use cases for Chatter in the Higher Ed space off the top of my head. There are probably many, many more that I have not thought of or have not yet been even considered until Chatter has been deployed among students, faculty and university admins.

  • Admissions/student recruiting would be able to identify the ‘right’ fit applicant for the school and engage them through the process. Instead of marketing “TO” the student the school is “ENGAGING” the student applicant through Chatter – all branded with the Universities’ materials
  • The boarding process for new admitted students can be accomplished through single sign on and documents, workflow, etc. can be accomplished through an appealing interface with drag and drop (think eSignatures, etc.). There would be a significant return on investment once this is implemented including, but not limited to: postage savings, printed materials, labor to print and send documents from varied departments at the university, reduction in duplication of effort, significant reduction of errors
  • Even if Chatter was limited ONLY to engaging students from time to time in an efficient manner retention will be dramatically increased
  • Documents, links, events, other information can be shared among user; or, IT designated GROUPS facilitating the transfer of documents, video (‘Lectures On Demand) information securely
  • Faculty can distribute assignments to students in their classes and students can submit completed assignments securely; same with grades or any other information between secure groups. This is a DRAMATIC increase from Learning Management Systems (LMS) such as Blackboard. There is a significant ROI for this application as universities will NO LONGER be captive to expensive maintenance contracts from Client Server based systems. With that said universities that have signed long term contracts with these providers can still improve their users’ experience and increase the return on investment of those systems by front ending them with Studentforce equipped with Chatter
  • Career services will be able to notify students of specific internship opportunities based upon their interests, major, skills, specific qualifications etc. and students will be able to apply to university partners with drag and drop capabilities. Similarly, companies that hire from Universities through specific programs can have access to the PROFILE available in Chatter through Portal or S2S deployment – again; in a secure manner
  • Study Abroad processes will be vastly improved whether it be the student application process where numerous documents are required to be exchanged between students, the home school Study Abroad Office, Scholarship Vendors, Student Loan Vendors, and the Study Abroad school’s admissions, registrar and bursar departments
  • Documents, events, can be shared among students who are Freshman, Sophomores, Juniors, Seniors; students who share a major; share an association with a specific school (IT, Arts & Sciences, etc.) and the combinations of those. Therefore ALL Juniors in IT; or ALL Seniors in Arts & Sciences.
  • References and recommendations required by hiring companies or graduate schools can be transferred through Chatter
  • Financial Aid and other government required documents that require secure transmission (completed tax forms of students that are required by Financial Aid offices; signed Master Agreements for Loans required by banks and government entities, etc.)
  • Emergency Notification and unified communication across campus

Ed Schlesinger
Studentforce

Expense Reporting Just Got Sexy with Expense2GO for iPhone

Posted on by Jeff Grosse in AppExchange, Integration, Mobile, News, Productivity, Tools | 7 Comments

Expense2GO Trip DetailWhen you travel, why is it that in spite of the fact that you want your money back quickly, submitting your expense report is not the top activity on your mind? So far, for most of us, it’s because we’ve been stuck in a tedious processes of gathering receipts, taping them to paper, inputting data on either a spreadsheet or online app, then either dropping them in an envelope to Accounting. We put off submitting that expense report because it’s not fun and we have more valuable things to do with our time.  Model Metrics just changed the expense reporting game for us though. Weary travelers, get ready for the first and only expense report app you’ll likely ever enjoy. Get ready for Expense2GO.

Starting today in the Apple App Store on iTunes (v 7.7), you can download Expense2GO, the first native iPhone expense reporting app that lets you enter expenses on the go, online or offline and sync them securely to an expense management system in Salesforce.com with full workflow capabilities.

Model Metrics has built Expense2GO from the ground up on the iPhone platform.  They utilized the iPhone camera as a part of the app and integrated the whole process back to Salesforce.com and the workflow and approvals available from the Force.com platform.  From your iPhone, you can incur an expense and literally moments later, it could be approved by your boss and you’re on to more productive work.  At initial launch, the online interface for expenses will be a non-Visualforce application, but later this summer, the full Visualforce user interface will be released.

Part of the game-changing nature of Expense2GO is how you enter your expenses. As you get a receipt, take a quick picture of it with the built-in iPhone camera. Attach it to a visit or trip, put in a note or two and hit the sync button. It’s really that simple. But to say it’s that simple really doesn’t live up to the headline I gave it above, saying that expense reporting is sexy. To understand why I say that, you really have to see the video demo and the screenshots below.  It’s really quite elegant.

The benefits of Expense2GO seem huge.

  • Instantly digitize receipts
  • Online and offline data entry allows you to report an expense literally anywhere
  • Interface utilizes iPhone multi-touch to make data entry extremely easy
  • Security is built-in and enterprise class
  • Workflow is built-in, customizable, and approvals can be done through the iPhone
  • Integration through web services allows deep ties to be built to your back office
  • Entering an expense report is fun for the first time

The cost of Expense2GO is $10 per month, per user, regardless of whether you use Salesforce.com already or not.  Salesforce.com CRM licensing is not required.

I heard someone once say that Apple makes the sexiest looking rectangles in the world and it’s true.  Apple makes some of the simplest, yet most elegant designs in their products.  The iPhone demonstrates that and now there’s a way to leverage that elegance in a business process that nobody liked, until now.  Model Metrics is pushing the envelope with the interfaces they’ve built to Salesforce.  Along with the iPhone 3G enhancements that are breaking down barriers to corporate acceptance of the iPhone, Model Metrics is showing us that the iPhone is not just a good looking device, it can really be leveraged to solve a big problem for travelers.

To download Expense2GO, you’ll need iTunes 7.7.  Then head to the iTunes Store and search Expense2GO.  While you can download the app today, you won’t be able to run it on the iPhone or iPod Touch until the iPhone 2.0 sofware update is released on July 11.

Expense2GO SplashExpense2GO Trip DetailExpense2GO DetailExpense2GO CameraExpense2GO SynchronizeExpense2GO Settingse2go_6

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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What’s CRM Like on Your iPhone?

Posted on by Jeff Grosse in Competitors, Mobile, Productivity, Tools | Leave a comment

IPhone browserThough I am one who lusts after an iPhone, I’m not one who will run out and get one anytime soon.  Author and blogger, Paul Greenberg has opened up a little competition or bakeoff when it comes to CRM apps running on an iPhone.

He’s inviting EBSuite, Etelos, HEAP, NetSuite, and Salesforce.com to show off their apps on the iPhone and see who’s best.  This should be an interesting one to watch, provided everybody is up for the comparison.  While Greenberg says Zoho has come up with a great suite of desktop productivity apps for the iPhone, he says they haven’t put anything together yet for ZohoCRM.  (If you haven’t seen ZohoCRM, it’s amazingly similar to Salesforce.  So much so that Salesforce thinks it’s flattering.  Zoho lacks quite a lot compared to Salesforce, but it’s funny to look at how much they look alike.)

Having just watched some more video on the Adobe on AIR Bus tour today, I’m thinking that Salesforce would probably be able to make some pretty killer apps for iPhone using the Flex Toolkit.  But then again, this is Salesforce, so why would the vendor need to build the app.  Incubators?  Anybody up for the challenge?  With Dreamforce only eight weeks away, who will be showing off Salesforce on the iPhone? 

I’m sure the geekdom (I say that lovingly guys) of Salesforce HQ and the Incubator have plenty of iPhones floating around.  If you are using Salesforce on the iPhone, send me a screenshot of it.  Tell me what you think of it.  If you’re working on an app for the iPhone, let me know about it.  I’d like to hear what you’ve done, and most of all, I’d like to see it at Dreamforce.  Actually, it doesn’t matter who you are….tell me what Salesforce is like on your iPhone.

In the meantime, let’s watch how the competition heats up over at Paul’s blog and see who shows up for the party.

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