by Marilyn Prevatte | Apr 10, 2018 | Blog, Customer Relationship Management
Are your salespeople still giving you spreadsheets for their forecasts? Are they spending hours a week compiling the information you need? Then stop using Salesforce as a rolodex and start using it was designed, as a forecast tool. Looking for the right data from...
by Mike Ahrenhoersterbaeumer | Feb 13, 2018 | Blog, Customer Relationship Management
If you’re currently in the market for a new CRM platform for your organization, you’ve probably seen that there are numerous options in the CRM landscape. You also have likely noticed that Salesforce is the most well-known. You likely have a friend,...
by Mike Ahrenhoersterbaeumer | Feb 1, 2018 | Blog, Customer Relationship Management
Currently, you may be in the market for a CRM solution, if you are, then you’ve probably seen that there are many options out in the marketplace for a viable CRM platform. A few of the better well-known solutions out that you’ll likely come across are...
by Mike Ahrenhoersterbaeumer | Jan 4, 2018 | Blog, Customer Relationship Management
Salesforce offers many different editions of their solution: Essentials, Professional, Enterprise & Unlimited. Each edition comes at a different per user cost and each edition offers different functionality. Obviously, the more costly the edition, the more...
by Mike Ahrenhoersterbaeumer | Nov 14, 2017 | Blog, Customer Relationship Management
There are many different Salesforce edition of their solution: Essentials, Professional, Enterprise & Unlimited. Each edition comes at a different per user cost and each edition offers different functionality. Obviously, the more costly the edition, the more...
by Mike Ahrenhoersterbaeumer | Mar 9, 2017 | Blog, Customer Relationship Management
SugarCRM and Salesforce are two of the most popular CRM solutions on the marketplace today. There are quite a few differences that separate these two products from each other. While it’s impossible to cover every single one, this blog will compare the differences...
by Mike Ahrenhoersterbaeumer | Feb 17, 2017 | Blog, Customer Relationship Management
Follow these steps and you and your company will see a successful and seamless CRM implementation, no matter which CRM solution you select to adopt. 1. Determine a budget for the project Having a solid CRM strategy is important for building long-term success with your...
by CRM Team | Jan 31, 2017 | Blog, Customer Relationship Management
With Salesforce in many instances, clients will need to create an opportunity for each quote that goes out the door. For example, they bid 1-project to 10-contractors; they often will need to create 10-Salesforce opportunities. This can create a pipeline that is...
by CRM Team | Dec 6, 2016 | Blog, Customer Relationship Management
The integration of applications into Salesforce is heavily dependent on many factors. While Salesforce has a very robust API, the capabilities of other applications often becomes the single contributing factor to the time and complexity of integrating with Salesforce....
by CRM Team | Sep 17, 2014 | Blog, Customer Relationship Management
Having set out on the path to the Salesforce Advanced Developer Certification about 2 1/2 years ago, it was a huge relief when I finally got the “Success” result today! This certification is not an easy one (which is good since that makes it all the more...
