Tag: CRM
How to Effectively Use Salesforce Online Training

How to Use Salesforce Online Training

Often times, I meet customers who have been using Salesforce for their business and still have questions or struggle with the basics of using application (CRM, Force.com, Marketing Cloud ect).  Even as a former customer prior to joining Salesforce, I… Read more

Salesforce1 Elevate

I was able to attend a Salesforce1 Elevate class this week at the AT&T Executive conference center on the University of Texas at Austin campus. The big message at the beginning of the day which resonated with me quite a… Read more

How To Use Salesforce Chatter

As referenced in my last blog, social media and CRM  at an enterprise company can be an effective tool for collaboration. This blog entry will focus on the tangibles in how to use Salesforce Chatter, track it and finally some… Read more

Sales and Marketing Alignment

Sales and Marketing Alignment I like this article calling out more alignment for Sales and Marketing. I have seen in time and time again, that when your sales ops, sales teams and sales leadership are tied off with marketing…..inefficiencies are… Read more

Social Media and CRM

As most us of know, social media has blown up over the last seven years or so and specifically Social Media and CRM. Whether you are checking out posts from Reddit, Twitter, Facebook or following cool blogs on Tumblr, and… Read more

Howdy Partner

Depending on your company’s size, you may have partners (resellers) that sell your product in various markets around the world and its critical you know your partners (Howdy Partner).  When talking about an enterprise CRM, you really want a tool… Read more

CRM Data Governance

CRM data governance, specifically account/customer data is a key variable for a successful deployment of your CRM tool . CRM data governance is often times ignored by companies or an after-thought of an  CRM application roll-out. I have seen in the past where… Read more