February 15, 2012 @ 8:54 pm

How to create SLA reports using salesforce crm for software companies.

For software companies or SAAS solution providers, it is very important to meet the SLA for the customers and send compliance reports to customers on a monthly basis which would result in increased customer satisfaction… read more

Filed under Business Solutions, Started using salesforce · No Comments »

February 9, 2012 @ 11:12 pm

How to handle huge data in Salesforce and avoid governor limits errors

For salesforce  users using the customer or partner portal or as a salesforce administrator,  when we import high volume of records say 50,000 to 1Million records, the soql query limit issue keeps popping out on… read more

Filed under Salesforce Tips · No Comments »

February 3, 2012 @ 7:49 pm

How to analyze, categorize and track accounts, opportunities and cases using salesforce crm.

After using salesforce enterprise edition for a long period of time , it is always painful when we need to categorize our accounts or report on missing accounts with no opportunities or opportunities with no… read more

Filed under Report tips using Salesforce, Started using salesforce · No Comments »

February 3, 2012 @ 4:42 am

Salesforce tip of the day- 2/2/2011

Salesforce tip of the day. How to email a report on opportunities where  there is no activity done  for last 30 days in salesforce? The easiest  is just create a Report of Open Opportunities with a… read more

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January 25, 2012 @ 10:36 pm

How to calculate ROI on tradeshows using salesforce crm.

Tracking ROI for tradeshows Using Salesforce crm As an organization using salesforce crm, a lot of businesses spend a lot of  money and time on Industry Trade shows. Sales reps get into touch with a… read more

Filed under Salesforce Tips, Started using salesforce · No Comments »

January 12, 2012 @ 5:18 pm

Managing Fixed length contracts,Tenders with recurring sales every month for manufacturers..

Tracking Monthly Orders/Tenders with A Fixed Contract in Salesforce As a contract manufacturer or supplier, sales are done on a fixed contract bid amount for a defined period of time. Every month orders are placed… read more

Filed under Salesforce for Retailers, Salesforce Tips, Started using salesforce · No Comments »

January 5, 2012 @ 4:03 am

How to manage, track relationships for better outcomes using salesforce..

For healthcare service providers or pharma companies, maintaining relationships with partners like physicians, non profits and external companies is very important to grow there business. So the challenge is how to implement relationships, tracking them… read more

Filed under Salesforce Tips, Started using salesforce · No Comments »

December 9, 2011 @ 9:59 pm

Evaluating Platform as service solutions(PAAS) and cloud platforms for your current product

Evaluating Platform as service solutions(PAAS) and cloud platforms for your current product As an Independent software vendor providing software solutions to niche business, there is always a challenge of upgrading your current platform to a… read more

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November 15, 2011 @ 7:58 pm

Integrating Magento with SAP, Drop shipper and Device management systems..

Integrating Magento with SAP, Drop shipper and product management system For companies which use SAP , Netsuite or any other ERP system, a drop shipper application to process the orders and a device or product… read more

Filed under Magento Ecommerce, Using Magento as a Retailer · No Comments »

September 21, 2011 @ 8:46 pm

Can my salesforce crm account handle if my sales activity is likely to increase 10 times..

As a retailer  who sells products or services, there is always new sales and marketing initiatives which our sales team or marketing team work on every month to increase the sales. So when we get… read more

Filed under Salesforce for Retailers, Salesforce Tips, Started using salesforce · No Comments »

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