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Marketing Technology is a vast landscape, full of platforms, processes, and the vendors who want to sell them to you. This article sheds a little light on Marketing Automation Platforms (MAPs) and equips you with the questions you’ll want to ask potential partners/vendors before making any buying or upgrading decisions.
Why are we talking about Nintex? If you’ve taken a look at their site lately, they have a lot going on!
In today's post, I'll review some of the latest changes and new functionality coming from Nintex and look forward to great things from them in 2016.
There is a big issue in business these days – blaming technology for people problems.Though it’s true that technology can be fickle and frustrating and even I have often restrained myself from sending my laptop sailing out the window, well…it’s a computer. Can we all just agree, collectively, to assert our human brain’s superiority and stop blaming technology? Here are a few ways to start bringing people back into the mix.
You may have just made the momentous decision to purchase a new CRM or ERP system, or perhaps you have had your systems for some time. With many companies offering ‘Best of Breed’ business systems, one thing typically remains true: each of these systems are silos of data and information. This blog details real-world benefits of systems integration.
It’s your data. Don’t let great on-line transactional systems limit your analytics needs. Bring the cloud down to earth, then slice and dice to your heart’s content. This blog will discuss three ways to accomplish this.
One common CRM challenge is keeping your development environment in sync with the production environment. Coding in a development environment that is not in sync with production can lead to many hours of frustration trying to find the ghosts in the code. I find this especially true working in Salesforce.
Recently, I was asked to create a button on a Salesforce.com form that would take data from the existing form and create a new Salesforce Lead record from it. Sounds simple enough, right? However, intermittently an error was being produced with a somewhat unclear message. This blog details the encoding function I used for the fix!
Failure, at its core, can take on many forms. When it comes to CRM, failure can mean a low adoption rate, un-integrated platforms that lack of one view to customer/partner/prospect data, or a costly investment with no return. Many assume that as technology has evolved, failures have decreased. The C5 Insight team set out to find out the truth about CRM failure. Is it on the decline, or are we kidding ourselves in thinking it possibly could be?
Is it a fair statement to say that we all have had a poor experience using CRM? That we either wanted our old methods back or short cuts in this new application called CRM? There are many reasons for user not liking and embracing CRM deployments; however let's address instead how to re-engage to increase adoption of CRM in your organization.
Today's busy professional spends a good deal of time tripping over technology. Somewhere along the way, we've convinced ourselves that the very tools invented to make our lives easier seem to do exactly the opposite. Speaking as someone with minimal technical expertise and absolutely no development background, I recently stumbled upon a striking realization. All I really need to know about CRM, I learned in Kindergarten.
In recent days, due to some unexpected challenges, I’ve been required to do my job WITHOUT my CRM solution. I have witnessed firsthand a productivity spiral downward without access to what some may roll their eyes at and cast aside as unnecessary.
Salesforce 1 was recently announced at Dreamforce ‘13 and this app will make you love being out of the office! It gives you easy access to your data with a great mobile user interface. There are a lot of new features / areas to this new app and we will only begin to scratch the surface with this blog but I wanted to give you a tour so you can have some insight before you begin to use it.
Today I am going to review the “Salesforce A” mobile app. The app was officially announced on 11/19/2013 during the Dreamforce keynote and it was met with an astounding applause among the attendees. Why is this app so special, you ask? Well, previously Salesforce Administrators had no way to manage or assist users that were locked out or disabled when they were away from their desk. However that’s not the case anymore! Salesforce A allows administrators to do the following while using the app:
Even though Salesforce.com enables users to create multi-select picklists directly from the user interface, they do not offer organic functionality for reporting on these types of fields. In order to break out the multi-select picklist field to report on each option selected, we created formula fields for each option (or “topics” in this case) to summarize through reporting.
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.
Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.