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

Service and Support

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

 

 

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.

Technorati Tags: , , ,

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.
Visible

Technorati Tags: , , , , , , , , ,

Jira Bug Tracking Connector Made Available for Salesforce

Posted on by Jeff Grosse in Integration, Service and Support | 4 Comments

Go2Group has announced the availability of a plugin that bridges bug and issue tracking from Atlassian Jira to Salesforce.com. 

The plugin allows Salesforce Service & Support users to enter issues right within Salesforce, porting all the relevant account information into Jira.  Likewise, your Jira data is made available through Salesforce cases. 

From my look into Jira before, it’s a pretty robust issue tracking system that is quite inexpensive to purchase and maintain.  Since issue tracking has not had a native app in Salesforce before, this may serve as a good alternative for more complex issue tracking.

You can download documentation on the plugin at Go2Group’s site.