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

» Integration

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

Google / Salesforce Alliance will Prove Itself in Adoption

Posted on by Jeff Grosse in Integration, Tools | Leave a comment

Ban4_googleapps_ovwIt’s almost like peanut butter and jelly; two things that taste great alone, but taste even better together. The announcement today of Salesforce for Google Apps is an exciting one for multiple reasons. Google and Salesforce are two of my favorite companies with some of my absolute favorite applications. The combination of them is a powerful offering. What we’ll now need to watch and see is how the rest of the world, the “not as geeky as me” crowd embraces this alliance.

Two great videos will explain this alliance. (Both are well produced and impressive in their own ways)

Now the main question I have is, “Will companies adopt this offering?” With the wide range of size of companies using Salesforce, it’s a natural fit for those who are smaller and already using Google Apps. The tie is natural and probably one that they’ve wanted for some time. How about the mid-size to large company though? Will Gmail replace the use of Exchange or Lotus Notes? That’s a harder one to picture happening, but maybe there has to be a shift in process to blend them somehow.

On the document front, I can guess that you may see quicker adoption when you start looking at the value of collaborative docs, spreadsheets, and presentations rather than email attachment nightmares like we all deal with today. Since Google offers significant amounts of storage space, it kind of alleviates the Salesforce document storage caps as well.

Probably the most exciting thing in this offering for me is the integration of Google Talk. I already use Google Talk to communicate with our Salesforce program team. Now that I can communicate with them from within Salesforce, which is that much better. One of the desires I’ve had for a long time is to have Salesforce deal with presence management or “who’s online now?” With the integration of Google Talk, you can better collaborate on the work you’re already doing in Salesforce and get quick answers to move deals along.

To find out more info about Salesforce for Google Apps, visit the product home page. You can also participate in the Live Webinar today at 12 PM PDT. If you’re a developer, check out the Developer Documentation.

The Salesforce / Google Integration I’m Looking For

Posted on by Jeff Grosse in Analytics, Integration, My Ideas @ Idea Exchange | Leave a comment

GooforceTalk seems to be forming around the “big announcements” coming next Monday from Salesforce.  TechCrunch says it has to do with more Google integration.  That’s cool….maybe it could have some of what I’ve beein hoping for.

If you look at the new ways you can integrate Google Gadgets into iGoogle with your Google Spreadsheets data, you’ll see some pretty good looking charts.  I’d like to see the ability to use Google Gadgets within a Salesforce Dashboard or Report. 

Appirio has done some cool stuff with Salesforce data secured in Google Gadgets on your iGoogle homepage.  Now I’d like to see the reverse and see some Google Chart Gadgets inside Salesforce. 

If you like the idea, please promote it here on the Idea Exchange.