Started using salesforce Archive

May 14, 2012 @ 10:03 pm

Strategies to pass Developer and Admin certification within a month

Strategy To pass Admin and Developer certification courses for Salesforce. If you are a salesforce administrator or developer or a consultant, one of the goals which you have on the back of your mind is… read more

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March 2, 2012 @ 8:55 pm

Best practices for integrating external saas applications with salesforce

As a software vendor selling a Web based saas product , there is always customer requests on integrating  your application with salesforce. All of your current customers use sales cloud or service cloud of  salesforce… read more

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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

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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

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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

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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

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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

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September 6, 2011 @ 12:54 pm

What to do in salesforce if one of my user leaves the company or a new user joins the company?

Checklist for things to check in salesforce when a new user is added or an user leaves the company After using salesforce for a while, we get used the situation where we would like to… read more

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