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Sunil K is Principal Consultant and CEO of Dhruvsoft

Sunil K is Principal Consultant and CEO of Dhruvsoft. Sunil blogs regularly on Cloud Computing and Technology.

posted on May 13, 2014 by

How To Avoid CRM Project Failure

No company would like their Customer Relationship Management (CRM) projects to fail. Despite all the good wishes – hundreds of CRM projects fail. Many of them fail to deliver while many fail to complete in the first place itself.

While working on many global CRM projects for some of the large multinationals I have learned to identify some of the key risks that lead to failure of the CRM projects (some of these items here can be generalized to all types of projects although). If we understand these risks and sensitize the project team and executive management with them – many of the project failures can be averted. [Read more…]

Filed Under: CRM Overview Tagged With: , ,
posted on November 20, 2013 by

CXO’s Guide to Salesforce1

Whether you are a CIO, CSO, CEO (CxO) the announcement of the launch of Salesforce1 by Marc Benioff (Chairman & CEO of Salesforce) yesterday at Dreamforce must of interest to you. We have been told that it is a great new mobile platform with great potential. However a lot questions still remain unanswered about Salesforce1 which we will try to answer in this post. [Read more…]

Filed Under: Salesforce1 Tagged With: ,
posted on August 24, 2013 by

Nurturing Customer Relationships Using CRM

Customer Relationship Management (CRM) comprises of three words “ Customer, Relationship, and Management. Most CRMs have a transactional view of the customer “They are built on the premise that customer relationship is nothing but the transactions. While this view may be good for capturing and analyzing the data “ it does not helps in nurturing the relationship the most important leg CRM. [Read more…]

Filed Under: CRM Overview Tagged With: ,
posted on August 10, 2013 by

Salesforce.com Tip of the Day – Starting with Activity and Task Management

Today’s Salesforce.com Tip of the Day is – How to utilize the Salesforce Activity and Task Management features. We will be coverings the basics in the post – leaving the advanced tips for the future posts.

If you use Salesforce Activity and Task Management tools it will help you and your sales team organize and manage your day in an effective manner. Here is what you can do using Salesforce Activity and Task Management

[Read more…]

Filed Under: Salesforce Tip of the Day Tagged With: , , ,
posted on August 9, 2013 by

Salesforce.com Tip of the Day – Working with List views

List views give you access to specific sets of data based on a criteria. You have many standard views (created by Salesforce or your administrator) available in Salesforce. In addition to this you can also easily create custom views for the items most relevant to you.

Some of the common views are

  • All Accounts
  • My Accounts
  • My Contacts
  • New Leads this week
  • Birthdays this week

[Read more…]

Filed Under: Salesforce Tip of the Day Tagged With: ,
posted on August 7, 2013 by

Salesforce.com Tip of the Day – Advanced Search – Using Wildcards and Boolean

Our Salesforce.com Tip of the Day is on Advanced Search – Using Wildcards and Boolean when using Global Search. We have already covered basics of Search in Salesforce.com in a previous Salesforce.com tip posted earlier:

How to use Global Search in Salesforce.com

In this article we will explore the advanced search.

[Read more…]

Filed Under: Salesforce Tip of the Day Tagged With: ,
posted on August 6, 2013 by

Salesforce.com Tip of the Day – Adding new records in Salesforce

Our Today’s Salesforce.com Tip of the Day is “Adding new records in Salesforce”. We will explain about different ways to create new records in Salesforce.com CRM and recommend which is the most effective way to enter new records. We will also discuss what are the drawbacks of using Quick Create.

[Read more…]

Filed Under: Salesforce Tip of the Day Tagged With:
posted on August 5, 2013 by

Salesforce Tip of the Day – Using Global Search

Our Salesforce Tip of the Day today is Using Global Search. Â Use the Salesforce search feature to quickly locate and find information you need in CRM.

The Global Search in Salesforce.com CRM help you search

  • All standard and custom objects
  • Articles
  • Documents
  • Products
  • Solutions
  • Chatter
    • Chatter feeds
    • Files
    • Groups
    • Topics
    • People
[Read more…]
Filed Under: Salesforce Tip of the Day Tagged With:
posted on August 3, 2013 by

Salesforce Tip of the Day – Add Photograph to your profile.

Here is our tip of the day for Salesforce.com CRM end users – How to add Photograph to your Chatter profile? Once added the photograph on Chatter profile appears on many places on the Salesforce.com CRM. Some of them include:

  • On Home page
  • On Chatter Profile Page
  • On Chatter Posts
  • On Records Owner field
  • On Reports & Dashboards

[Read more…]

Filed Under: Salesforce Tip of the Day Tagged With: , ,
posted on July 8, 2013 by

How to Use Debug Logs in Salesforce to Troubleshoot

This article will show you how you can use “Debug Logs” in Salesforce.com to Troubleshoot?

What is Debug Log in Salesforce.com?

A debug log records data base operations, system process, and errors that occur when executing a transaction or while running unit tests. We can monitor specific users in Debug log by adding them to list of Monitored Users. [Read more…]

Filed Under: Apex Tagged With: , ,
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