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

Productivity

Evernote – The Salesforce Admin and Developer’s Other Brain

Posted on by Jeff Grosse in Productivity, Tips, Tools | 31 Comments

Arguably, if you have a brain, you need Evernote. We’ve all got the one in the cranium that works really well, but truthfully, it tends to fail us in many ways when it comes to recalling the details. That’s why you need an external brain; a place where all the other stuff you work on in life, from Salesforce to sandcastles and formulas to fondue go. That’s Evernote.

Evernote is a web service that securely stores your memories and gives you immediate recall of them from anywhere, and at any time. Capture a picture or audio from your phone, a clipping from your browser, a file from our computer or a an email you receive. Once you capture it, it automatically syncs between your phone, the web, and any computer you want. And search is a snap. Even text in images, documents and handwritten notes are made searchable automatically. Search using words, tags, or even by location. It’s right there anytime you need it.

So how does this help the Salesforce administrator or developer? You’ve got a lot on your plate to work with. Release notes, writing formulas, creating validation rules, outlining workflows and approval processes, taking screenshots, gathering documentation, writing Apex classes, creating SOQL statements, reading blogs, remembering tips from friends on Twitter, the Salesforce Community site or the Force.com Developer forums. Where do you store all those memories?

You could use notepads, printouts, text files, Post-It Notes, cocktail napkins, Google Docs, emails to yourself, shared drives, your arm, stone tablets, file cabinets, CD-ROMs, bookmarks, MS Office documents, the deep-dark corners of your laptop bag or just your cranium. The trouble is, where do you look when the thing you thought was so obvious you’d never forget it isn’t where you thought it would be. Can you find it on your phone, your Mac, your Android tablet, your iPad or your Mom’s PC? If you put it in Evernote, you could, and you’d have just one place to search, anytime, anywhere.

Need to email that thing to your boss, a coworker, your wife or your lawyer? You’re just a couple of clicks away from sending it privately. Need to preview that PDF on your iPhone? You can do it. Need to print a note from your iPad or iPhone? You can do it.

What do I put in Evernote?

  • Formulas – That crazy formula I made way back when will always be with me, no matter where I work in the future.
  • Tips I learn from smart bloggers – When I see something I may EVER want to look at again, I read it, clip it, and know it’s there if I ever want to look at it again or share it.
  • Release notes – I used to have folders where I stored them, but now I put all of them in a notebook in Evernote and they’re completely searchable as well. On top of that, I’ve shared the notebook publicly so anyone who wants to can link my notebook to their Evernote account. It doesn’t take up any of their monthly upload limits and it’s always available to them.
  • Old versions of files – Just the other day I was discussing an issue with the Apex Data Loader on Twitter and someone asked if I had an older version of the Apex Data Loader that I could share with them. I gathered all the ones I had (versions 15, 16, 17, 19, 20, and 21) and put them into a shared notebook on Evernote so now anyone can grab them when they want.
  • Press releases – I have a rule setup in Google Apps Gmail that whenever a press release from Salesforce is delivered to my Inbox, it immediately gets forwarded to Evernote so I have a full archive of all press releases at hand.
  • Writing documents – I can start writing via the web interface at work, continue it on my iPhone, and later finish it on my laptop at home. It’s syncs automatically and effortlessly.
  • Whiteboards – When we have a meeting that leads to a wall full of diagrams, ideas, flows, tasks, and inspiration, I snap a picture of it with my phone and put it right in Evernote.
  • Business Cards – As soon as I receive a business card from someone, I take a picture of it, put it in Evernote with some details about the person and I’ve got it forever.
  • Presentations – When I see a slide I like at a local Salesforce user group meeting from one of my fellow user group members or from a vendor, I take a picture of the slide and throw it in Evernote. Since I used my phone to take the picture, Evernote even knows the location of where I was when I took that picture using the GPS data.
  • Dreamforce – I start a notebook for Dreamforce that includes all my travel details, information on where my friends are staying in San Francisco, the restaurants I want to try while I’m there, reminders of things I have to do while I’m there, and anything else I could possibly want to know, reference, show my friends, or think about while I’m at Dreamforce.
  • Offline reading – Individual notes and entire notebooks can be taken offline and stored locally on your phone and iPad to read on the plane, away from the Internet, or on the beach. The desktop version of Evernote is completely available offline so you don’t need the Internet unless you want to sync.

So how does it work? Evernote has a web clipper that works in almost every browser on the planet. It lets you clip a word, picture or even the whole page with just a click. Tag it if you want to. Put a description if you want to, and you’re done. Not only is the part of the webpage you wanted saved in Evernote, the URL of the page you got it from is saved as well so you never have to wonder where you clipped something from. On your phone, take a picture, record some audio, type some text and hit Save. In your email, forward a message to the unique address Evernote assigns you and that email is immediately in Evernote. Drag files from your desktop to the Evernote icon and they’re added. Have a flatbed scanner? Scan in your handwritten notes, agendas, and meeting handouts to have them at hand forever.

How much can I store? If you’re a Free user, you can upload 60 MB per month of whatever you want. If you’re a Premium user, you get to add up to 1 GB per month. Suppose you want to add a bunch of notes in one month, pay $5 to go Premium for that month, add a gig of stuff, then go back to Free. All your stuff is still there for you to access. The other great thing is, your space is cumulative so as compared to some web services that offer you 2 GB of synced storage and that’s it, the possible size of your Evernote storage is constantly growing.

So how do you get started? Creating an account with Evernote is free and always will be. Phil Libin, their CEO is known for saying, “We want you to keep your memories forever in Evernote for Free. If you someday decide you want to pay us a little money once in awhile for using the service, that’s great, but we’re not going to ask you to.”

How does Evernote make money? According to Phil Libin, their business model was built with a goal of 1% conversion to Premium accounts would equal break even financially. What they find though is that the longer people use Evernote, the more likely they are to go Premium and their conversion rates are anywhere from 5% to even more than 12% when people have used Evernote for more than a year.

What about security? Evernote uses SSL encryption for all user authentication and data transfer. Your data is your data. When you use a desktop version of Evernote, your data is stored on that machine and you always have access to it, whether you’re connected to the Internet or not. There are also import and export mechanisms built into Evernote desktop that allow you to move your memories.

Does Evernote have a following? Their user growth has been stunning. I started with Evernote when it was still in beta back in March of 2008. They now have more than 7 million registered users and the number of days between each million is now less than 50.

So what’s stopping you? You’ve got a brain. You use it a lot. Make use of an external brain with Evernote. You’ll be amazed at how much it will transform everything you need to remember. Administration and development on Salesforce will never be the same when you know where to go, to get all the bits and pieces you’ve collected that make you smarter.

To learn more about Evernote, check out their website. To get started, create your account today. If you’re already a user just log in.

 

Joys of the Anywhere Nowhere Office

Posted on by Jeff Grosse in Productivity | 8 Comments

A few weeks ago I read a post by Steve Gillmor from Salesforce.com about The Office of the Future which pointed out how high tech (iPad, iPhone, GoToMeeting, Skype) and “low rent” (McDonalds parking lot) the office of the future is for some already.

Last night, I was getting ready to go out for the night to do a video shoot and some post-production work when I stopped to think, “Should I bring my laptop with me?” Only a couple of thoughts later in my mind, I concluded that my office is not just an anywhere office, it’s really at the same time a nowhere office. I headed out the door with only a iPhone in hand, yet I knew that I wouldn’t lose productivity that night on account of the lack of technology I was carrying.

In video post-production, you spend a lot of time designing the look and feel you need for a project, then when it comes to output, you can spend hours waiting for your work to be rendered, encoded and finally published to whatever medium you choose. What can you do while you’re waiting? The answer is be productive on a computer that’s anyone’s.

A majority of the business tools I use every day don’t live on a hard drive. They’re in the cloud so Im not locked to a physical office location, nor even to a specific piece of hardware like a laptop or a network to be productive.

What could I do from the edit bay while my projects were rendering and encoding?

I could into Salesforce.com, send some custom email templates to prospective customers and update opportunities I am working on. I could add publishing and video view analytics from The Salesforce Channel to the custom objects in Salesforce and update my channel performance dashboard.

I could search for, organize, filter, and publish videos for The Salesforce Channel all from a standard web browser. Even all my tag groupings are stored in Google Docs so I wasn’t more than a login away from all that.

I could use HootSuite to look at all my favorite Twitter groups and send updates off to my Facebook profile and Pages as well as LinkedIn and obviously Twitter. Through the browser, HootSuite give me a consistent user interface with the same productivity and immediate connectivity to all my networks. All configurations are stored in the cloud and look the same, no matter where I log in.

I could look for new blog posts and status updates on the most important companies and people I talk to each week using Gist. I don’t need to install any app; I go to the Gist website and all my interactions, whether email, calendar, Facebook or Twitter are stack-ranked by importance on my Gist dashboard.

I could work on a collaborative planning spreadsheet, document, or wiki page using Google Docs and Sites instead of tossing files on flash drives and never-ending email threads with constant revisions.

Truthfully, I was able to do all the above work securely, in the cloud, with need for nothing more than the browser on the Mac Pro I happened to be using while encoding the video. I didn’t need processor power; it happened in the cloud. I didn’t need a flash drive because my files and data were all in the cloud. I didn’t need to install applications or plugins or even use a certain browser. My work just gets done wherever I am. And if I’m in the edit bay or on a friend’s laptop or even at my mom’s house, I can be just as productive because my anywhere nowhere office is all I need.

The Day the Earth was Chatterized

Posted on by Jeff Grosse in Chatter, News, Productivity, Social Networking, Tools | 12 Comments

Can you think of a significant day in the history of software? I’m looking for a day that a single company changed the way millions of people do business and made them more productive. I’m guessing there have been a few; but honestly none of them quickly come to mind. From this point forward though, June 22, 2010 ought to stick in your mind as “The Day the Earth was Chatterized. “

Salesforce Chatter is a collaboration platform for business that’s as intuitive to use as Facebook, more contextual than email, more alive than SharePoint, and runs on a secure, private, and trusted infrastructure already delivering billions of transactions each week.

From the first public mention of the word “Chatter” by Marc Benioff, the CEO of Salesforce, to the day it went live for 77,300+ customers, only 216 days passed. And in just 125 days, the Chatter private beta went from 100 to more than 5,000 customers. During the beta, more than 100,000 people used Chatter, and polled recently, 90% of them would recommend Chatter to others. Words like “amazing”, “crazy cool”, “fantastic”, and “monstrous win” are how users describe the Chatter experience. That’s impressive for a feature that can be enabled and deployed in under one minute, with just five clicks of the mouse, with nothing to install; no hardware, no software.

The Veil on Salesforce Data Lifted
While Chatter and Salesforce CRM data are both available to everyone with a Salesforce license today, Salesforce revealed a new version of Chatter licensing which helps extend Chatter and even basic Salesforce data to all enterprise employees at a significantly reduced price. This Chatter-only license offers

  • Profiles
  • Status Updates
  • Real Time Feeds
  • Content and File Sharing
  • Groups
  • Ideas
  • Read Only Access to Accounts and Contacts
  • Limited Access to the Force.com Enterprise Cloud Computing Platform

Priced at $15 per user, per month, Chatter-only users will be able to utilize corporate data like Accounts and Contacts which have previously been completely off-limits without a full-Salesforce license. Additionally, each Chatter-only user is allocated up to 600 MB of storage space for Chatter content sharing while Enterprise and Unlimited Edition users get a storage bump from 500 MB per user to 1 GB. Professional Edition users get 600 MB of content storage.

Not that long ago, a single add-on license for Salesforce Content was $35 per user per month. Now all Salesforce users get Content included in their licensing and Chatter-only users get tremendously more than just Content was, and at less than half that original price.

While Chatter, file, and content collaboration is a great reason to get these new Chatter-only licenses, I can imagine a fair number of them will also be sold for the sheer fact that it allows read-only access to to Accounts and Contacts, some of the key data in any company.

Additionally, organizations will be able to share one custom application from the Force.com platform with their Chatter-only users.

As if adding Chatter to every Salesforce org wasn’t exciting enough, Salesforce also revealed that there are 30 new ChatterExchange apps available today to bring the Chatter add-on ecosystem to 60 apps. While every one of 160,000 customer designed apps are also Chatterized, these new ChatterExchange apps extend the usefulness of Chatter beyond what even Salesforce imagined. The thing I really like about the ChatterExchange is that this ecosystem is only beginning. Developer preview only began 99 days ago and already we see apps to Chatter when conference room lights are turned on, save and rate Chatter, auto-refresh group and individual status updates, bring in outside collaborators through Google Wave, map out where service reps are and reassign them on-the-fly, Chatter analytics and tons more. Considering Dreamforce 10 is still 23 weeks away, we’re going to see some fantastic new Chatter add-ons before the big show.

For information on getting started with Chatter, visit the new Getting Started page at Salesforce. There you’ll find easy to use resources like:

  • Admin activation guide
  • Sample email template for rolling out Chatter
  • Interactive user training
  • Use cases for Chatter
  • Customer case studies
  • FAQs
  • Customer testimonials
  • Customer survey results

Chatter customers really say it best.

Teach Those Old Dashboards of Yours a New Trick

Posted on by Jeff Grosse in News, Productivity, Tips | 9 Comments

Today I discovered a quick little tweak that can make your dashboards make more sense. It’s really simple, yet makes a big impact on reading the data.

When you see dashboard tables with “Record Count” on them, it’s not completely intuitive what kind of records you’re talking about. I found a simple way to relabel that dashboard component with the real label of what it is like Accounts, Contacts, Quotes Generated or whatever your data.

This simple tweak uses the Custom Summary Formulas available in the Report Builder tool to give you the same data as a Record Count would, but it’s with your label.

In the video, I show how you can relabel a dashboard table from Record Count to Contacts. This can be particularly useful when creating new tables with more than two columns and when you create Combination Charts with a line of other data. The Record Count label can be changed to be much more specific which makes your chart more readable.

Try it out and enjoy.

Salesforce Service Cloud 2 Introduces Knowledge, Answers, and the Greatly Anticipated, Native Salesforce for Twitter

Posted on by Jeff Grosse in AppExchange, Customization, Force.com, News, Productivity, Service and Support, Social Networking | 11 Comments

Service Cloud 2Momentum keeps growing in the Service and Support realm at Salesforce.com.  What started as humble beginnings back in 2005 as relatively simple case management is now expanding to be the most comprehensive Service and Support offering yet; the Salesforce Service Cloud 2.  With 8,000 companies already using the “current” Service Cloud platform, Salesforce has cemented their commitment to continued innovation, putting time, money, and developers behind building the best service offering available on any platform and for any business.

Service Cloud 2 consists of three parts, Knowledge, Answers, and Salesforce for Twitter

A core piece of the Service Cloud 2 is Salesforce Knowledge.  Just a year ago, Salesforce saw ahead of the curve and made a strategic acquisition of Instranet, a comprehensive knowledge management company that had some great technology, but still relied on single tenancy and complex software and hardware management.  Service Cloud 2 is the fully “in the cloud” version of that acquisition.  Re-tooling a technology and entirely integrating it to existing products usually takes years, but just one year later, Service Cloud 2 is able to fully utilize Visualforce, Apex code, and all the other benefit already available on the Force.com platform.  When asked if former Instranet customers were interested in switching over to the cloud, Alex Dayon, Senior Vice President of Product Management at Salesforce said, “They’ve been pushing us the hardest “

Companies work hard to try and share knowledge across their organization and to their customers, but most of the technology to do so is complicated to design, deploy, and maintain.  Whether your business process is simple or deeply complex,  Salesforce Knowledge allows for rapid deployment, easy sharing of information to as few or as many people as you need, extremely simple customization, consistent innovation and upgrades, as well as being on a trusted, secure infrastructure that has been proven reliable.

Salesforce Knowledge

Salesforce Knowledge is priced at $50 per user, per month and is slated for general availability in the fourth quarter of fiscal year 2010. (a few months away)

Salesforce Answers takes the knowledge of the masses and allows you to build on it and reuse it.  Most of us look to a search engine to solve a problem much sooner than pick up the phone.  The answers they find though might be dated and it’s often hard to know which answers are right.  Salesforce Answers helps you build knowledge through the people who talk about your products.  In turn, when your customers find the answer to their questions, they can be published to your knowledge base immediately and you gain millions of content writers.

Salesforce Answers

One of the most interesting features of Salesforce Answers is it’s built-in integration to Facebook.  Now your company’s Facebook fan page can utilize Salesforce Answers right out of the box and millions of people have another way to join in the conversation and contribute.

Salesforce Answers is currently in pilot and should be generally available in the first half of fiscal year 2011.

The third piece of the new Service Cloud 2 is Salesforce for Twitter, a free integration between Salesforce and Twitter to monitor your brand, and join in the conversation that’s already happening.  Whether you realize it or not, people are probably talking about your products, your industry, and even your competitors.  How will you be prepared to respond to what’s being said?  Salesforce has a way.

Salesforce for Twitter

Salesforce for Twitter features

  • Search Twitter in real time – Don’t waste your time looking for service issues, let Salesforce find them for you.
  • Monitor service issues on Twitter - Once you find something that needs attention, capture the conversation, see what others say, respond to it yourself, and join the conversation.
  • Establish an Enterprise presence on Twitter – Show your interest in the people who are interested in you.  Resolve service issues before they escalate and engage your customers before your competitors do.
  • Give your customers a direct channel to support through Twitter – Setup your own channel for customers to directly “Tweet to Case.”  Customer issues are immediately turned into cases to resolve and build a reputation of listening and response.
  • Integrated push of “Tweets to Knowledge” – Don’t miss capturing a solution. Once resolved, publish the solution to Salesforce Knowledge.

Salesforce for Twitter Is available now from the Salesforce AppExchange.  If you’re interested in more information on Salesforce for Twitter or the Service Cloud 2, follow Salesforce on Twitter @salesforcenews.

Salesforce is proving that they “get” Service and Support.  With the Service Cloud 2, they are building an arsenal of tools to engage customers, track those relationships, resolve their issues, share information, increase brand loyalty, and improve customer satisfaction.

If you’re put back by the thought of how much it costs to use these tools, you probably ought to look at what the things you’re doing today are costing you in software licenses, hardware maintenance, unhappy customers, and frustrated employees.  I guarantee you thousands of companies are going to adopt this technology, pay the price, get the ROI, see repeat customers and grow their business.  Will it be you or your competitors?

Summer 09 Sets Sail this June with Features You Want and Need

Posted on by Jeff Grosse in Analytics, Ideas, News, Productivity, Service and Support | 8 Comments

 

Summer 09Excitement builds around three times a year about what goodies Salesforce will deliver to their users via a painless application upgrade.  A few months before a release, you get some glimpses from the Idea Exchange of what’s coming, but then about a month before the release goes out the door, you get the final Release Notes that detail all the stuff they’ve been working on.  Summer 09 is coming this June and has a good dose of enhancements and new features.  Let’s take a look at a few highlights.

Case Sharing with Salesforce to Salesforce

A few years ago, I worked with some companies who were forming something they affectionately called coopetition.  They were some technology companies like HP and Storagetek who knew that when their joint customers had issues, it was not always so cut and dry whose problem it was.  These vendors used a technology platform to share telemetry about their joint customers and keep from finger-pointing between the vendors.  Case Sharing in Salesforce to Salesforce is similar to that.  Two companies who both use Salesforce can work together to immediately share selected case information that can ultimately help the end user get resolution faster, and with more accuracy.

Case Sharing

Workflow Visualization

Sometimes a picture explains something much better than words can.  With Summer 09, you can now see your Salesforce workflow processes graphically and explain your workflows better visually, from start to finish. 

I had a chance to see this feature and try it out during the Usability Testing phase of development and I have to say it’s going to be a real help in documentation of more complex processes.  Besides, there’s always someone in the crowd that wants to see your diagram, and now you can get the exact, up-to-the-minute one, right inside Salesforce

Workflow Visualization

Chart Analytics 2.0

Two of the long-missing chart types in Salesforce have been the Donut and the Funnel.  Now they’re both available to you and much rejoicing can be heard at the Idea Exchange from the many people who voted them up.  Other significant additions to Reports and Dashboards in this release are values displayed on charts, new colors in charts, available color-blind-safe colors, and a slightly different look to the Dashboard panels.  Let’s call it some very useful additions, but nothing particularly mind-blowing.

Chart Analytics

Misc.

Lots of other features can be found throughout the Release Notes, but here is a summary of some you may want to look into.

 

  • Significant changes to both iPhone and BlackBerry app (including the availability of Salesforce Mobile Lite for free, if you didn’t know about that already)
  • Automated multi-wave Campaigns
  • Generic from-email address support
  • Sharing setup UI enhancements
  • Enhanced declarative logic for picklists
  • Sites usage reporting
  • Search result ordering
  • SAML 2.0 support
  • UI option to help load detail pages more quickly
  • Auto complete of User fields with Users in your Recent Items list
  • Mexican Spanish and Romanian language support

 

 

Want to See the Future of Salesforce? You Can

Posted on by Jeff Grosse in Ideas, Productivity, Prototype | Leave a comment

Next Gen UIHow would you like to see the next generation of Salesforce user interface and influence the features that they work on for the future?  You can do that by participating in usability studies with Salesforce that are going on all the time.  Not only can you see all this, you’ll get compensated for the hour of your time that it takes to participate.  Depending on the testing, you can get a $50 or $100 Amazon gift card for just that hour of your time and ideas.

I’ve participated in this program for years and I’m impressed to see how the user experience team has grown and just how many people they hire, just to make sure that these apps look, feel, and act the way we need and expect them to.

Whether you can participate now, or sometime in the future, the person to contact is Miriam Melo. She’ll get you added to the list and as opportunities come up for testing, you’ll just get an email invitation.  Respond if you’re available and she’ll work on getting you in.  It’s that simple.  

A click away from $2.5M more revenue per team?

Posted on by Jeff Grosse in Analytics, AppExchange, Productivity, Sales | 3 Comments

Randall Isaac, CEO of Bluetide Management is my guest blogger today.  I’ve known Randall for a year and a half and his company specializes in unearthing data hidden in CRM that affects decision making and bottom lines.

MoneySales process makes a dramatic improvement on revenue performance, yet the majority of sales managers don’t use it effectively.

 

I am an unabashed fan of CSO Insights’ annual poll of sales executives. As opposed to research from many top analyst firms that is so academic I wonder if any of them have ever carried a sales bag, the survey data from CSO makes want to scream ‘right on – finally real sales challenges are being talked about’! 

Here is some selected data from their latest survey of 1,800 senior sales managers; 

  • 89% of sales managers feel sales process provides real positive impact to sales results 
  • But 60% of sales managers don’t use sales process 
  • Formally managing sales process makes a huge difference; managers who formally manage vs. those who ‘informally’ manage report 5% higher win rates. 
  • CSO pegs the incremental revenue associated with this better win rate at an astonishing $2.25M per year, per 20 rep team. 
  • Now the clunker: only 15% of sales managers say that their CRM provides impact to revenue results. 

I’d like to offer my opinion on how this data all ties together. 

What is Sales Process?

The Wikipedia definition of sales process 

“A sales process is a systematic approach for performing product or service sales. The reasons for having a sales process include seller and buyer risk management, standardized customer interaction in sales, and scalable revenue generation. 

Specific steps or stages in a sales process vary from company to company but generally include the following steps: 

  1. Sales Universe 
  2. Sales lead 
  3. Qualified prospect 
  4. Need identification 
  5. Proposal 
  6. Closing 
  7. Deal Transaction 

From a seller’s point of view, a sales process mediates risk by stage-gating deals based on collection of information or execution of procedures that gate movement to the next step.” 

Why are so few managers formally using Sales Process? 

The last line of the definition is about information that sales reps collect at each sales stage and the procedures that they engage in to move opportunities forward is what sales people do every day. The Role of a manager is to bring that activity in line with sales process. CSO Insights found that there is a dramatic difference in sales performance based on how a manager achieves this; formally and regular reinforcement drives far better performance than simply informally talking about it. 

The naysayers will say “CRM captures sales activity in the form of Tasks and Events (for those not familiar, think MSFT Outlook’s Task and Calendar features for sales people), so what’s the problem?” 

Well, here’s where the whole system breaks down. The role of a sales manager is defined by huge pressure, lots of hours away from family travelling, and too much to do in too little time. They do not have time to click around the CRM to try to find their reps’ activity information. A fly on the wall of any sales forecast review meeting taking place right now anywhere in the world will very likely observe a sales manager inspecting and guiding sales activity with their sales reps verbally. In other words, CRM is not participating in the fundamental sales manager function of managing the team’s sales activity! Voila – millions of sales dollars are being dropped…because of too many clicks! 

The solution is for CRM to think like a manager 

The dilemma is that once a company has realized success and is going down a certain path, it’s really hard to change. Salesfore.com has gone through exponential growth and has a wide diversity of customers. Whenever they add a feature it’s really important to satisfy the widest possible audience. That must make it hard to bring it all down to solve a specific business problem for a specific user role. 

Sit in a forecast review meeting, watch and listen to the dialogue and things become very clear. CRM needs to support consolidation of information onto the user interface so that it flows with the meeting; 

  1. The rep walks in the room; show that reps revenue forecast 
  2. The manager and rep start drilling into opportunity status; show the high level details of the opportunity, revenue, company, contacts, products, stage, etc 
  3. The manager wonders if the reps’ activity lines up with proper sales process: show the task activity associated with the opp. Ie., formally manage process 
  4. The manager wants to guide the rep back in alignment with sales; enable on the spot task creation and editing so the manager doesn’t have to wonder if the rep has captured the guidance. 

The point is that these are all actions that CRM already supports, but doesn’t present. A little user interface design can save a ton of clicks..and turn them into millions of dollars! 

 

You can find out more about Bluetde Management at their website.  http://bluetidemanagement.com  Their flagship product, Sales Clarity gives you a whole new realtime view of the data buried in your CRM.

Relive Dreamforce 08 in the Comfort of Your Home or Office

Posted on by Jeff Grosse in Dreamforce, Force.com, Productivity, Social Networking | Leave a comment

Look MaSalesforce has provided the Dreamforce 08 breakout sessions in record time this year.  Kudos to Erica Kuhl and her web services team at Salesforce tor getting them up so quickly.

Head on over to the Salesforce.com Community site and check out all the sessions you wanted to attend but couldn’t get to.  This year they have much better packaging of the content as the audio is synced to all the slides shown in the session.  Now you’ll see everything you would have gotten in the breakout (except for the speaker).

Didn’t attend Dreamforce 08?  No problem.  You don’t even have to log in to watch any of these great sessions.  Pick out your favorites and watch or even just listen while you’re doing your other work.  It’s a great way to get inspired and get more from Salesforce.

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.

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