Best Reviewed CRM Apps
Much in the same way that iPhone applications have allowed consumers to personalize their mobile experience by downloading a seemingly endless variety of tools and games, Salesforce.com's AppExchange has revolutionized CRM by allowing businesses to customize their business solutions with a wide variety of downloadable enhancements. The Salesforce AppExchange currently offers more than 700 applications, many of which are industry specific. Offerings range from sales and marketing to business and finance.
Six tips to surviving CRM design hell...
Having spent the past six weeks in CRM design hell, I thought I’d share some tips on surviving the process while it was freshly seared on my memory. Trust me, CRM design work, rather like a prolonged course of dental treatment, isn’t the most fun way to spend your time. For those of you who haven’t been through CRM design before, it’s probably appropriate to first explain what it is: CRM design is where, having selected the CRM technology you wish to implement, you sit with your chosen vendor, and work out how your CRM requirements will be delivered in the new software.
How to make a field Read-only in Salesforce.com
A few days ago I got an e-mail asking for some help in Salesforce.com - How to make a field as Read only in GUI. For ex: In Account Tab, i want to make a Phone Field as Read Only in GUI. when we click on Edit on an Account, in that I want to...
Read more about How to make a field Read-only in Salesforce.com...Address Data Providers Integrate to Salesforce
In Australia, the Postal Service can supply a data file or xml integration of all combinations of City, Zip Code and State. I would assume that this is available in other countries also....
Read more about Address Data Providers Integrate to Salesforce...Is Your Organization Experienced?
A few days ago, while reading Bruce Temkin’s excellent Customer Experience Matters blog, I came across a post announcing a new Forrester report called “The Customer Experience Journey.” In the post, Bruce included the following diagram illustrating...
Read more about Is Your Organization Experienced?...Featured Ideas on CRMFYI
Since its introduction in 2006, the Salesforce IdeaExchange has been a powerful source of customer involvement in improving Salesforce.com. Part of the success of the IdeaExchange has been opening the mic and letting every person have their say. ...
Read more about Featured Ideas on CRMFYI...Search for "me" on Google
It's no secret that from time to time many of us have searched on Google for our name or someone else's. When searching for yourself to see what others would find, results can be varied and aren't always what you want people to see — whether it's...
Read more about Search for "me" on Google...Be Quick or Be Dead
Aside from being the title of a great song from one of the greatest rock bands ever -Iron Maiden- Be Quick or Be dead is a great metaphor for today’s business environment. No matter how you look at it speed is picking up and someone will take...
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