Comments for Salesforcehelp

Comment on Sales process influenced by Henry Ford. by Anh

Anh — Fri, 03 Apr 2009 19:12:31 +0000

We use a similar approach with our leads. Our sales team have guidelines, but as they are just guidelines, each lead’s experience is slightly different. In the end, they are “binned” accordingly, and it helps keep our leads and clients organized.

Comment on Everyone needs customization by tboehm30

tboehm30 — Thu, 26 Mar 2009 12:49:27 +0000

Everyone WANTS customization. I’ll give you that. But do they really NEED it?

The best systems today are uniquely configurable to allow users to create new fields, new forms, new reports, all without customization.

Customization costs money; for development, for support, and for continued upgrades. Companies need to find the balance that makes the customization worth the expense.

The best example of customization I have seen is a a company that installed a CRM system and forced all users into an out-of-the-box configuration for 3 months. Only after that could they request customized changes. That forced them to forget their old system, and figure out how to truly use the new system. After the 3 months, the requests were well thought out and usually made sense. That is how they avoided recreating the look and feel of the previous system.

Comment on Everyone needs customization by Chris Murphy

Chris Murphy — Wed, 25 Mar 2009 17:34:24 +0000

My bad! Corrected.

Comment on Everyone needs customization by Steve

Steve — Wed, 25 Mar 2009 17:08:07 +0000

Thanks for the mention, Chris. I’d love to take credit for founding ONE/Northwest in 1996, but alas I’m a relative newcomer, arriving in 2005.

Comment on Mail Merge from Firefox! by Ed

Ed — Wed, 18 Mar 2009 06:01:04 +0000

Cool. I am building some mail merge functionality right now and was thinking this will suck if you are using Firefox. Not any more. Thanks for the tip.

Comment on Email-to-case just got easy! by Ian Gilyeat

Ian Gilyeat — Tue, 17 Feb 2009 05:44:43 +0000

This is a great new feature and detail provided in the support blog noted above offers a pretty good look at what is required and how to make it work. Makes me wonder how to parse the incoming text and build this into automating tasks and follow-up in an ongoing sales conversation…

Comment on Salesforce.com and Google Apps by ScottP

ScottP — Tue, 17 Feb 2009 00:45:23 +0000

Hi Chris – thanks for the note. I received this reply from someone else. Not sure I understand it though! Will see if I can figure it out.

‘Finally i created a visualforce page (or you can create an s-control) and i redirect the users to the gmail account of them which opens in a new window, without losing the previous open window, so they can remain into the salesforce environment.’

Let me know if you have any luck!

Comment on Salesforce.com and Google Apps by Chris Murphy

Chris Murphy — Mon, 16 Feb 2009 18:14:21 +0000

I’ve been tinkering around with this today with out any luck. I’m going to run this by some friends and will let you know if we can figure it out.

Comment on Salesforce.com and Google Apps by ScottP

ScottP — Sun, 15 Feb 2009 04:35:59 +0000

I’ve tried to add a gmail web tab to Salesforce.com, however when I click on the tab it opens a new Gmail only browser. How can I get it to open Gmail within Salesforce?

Comment on Salesforce.com and Google Apps by Hubcaps Unlimited

Hubcaps Unlimited — Mon, 14 Apr 2008 15:16:52 +0000

Keep it up.