If you are in the process of setting up a new CRM consulting practice or business then this article has few takeaways for you. Having worked with some of the CRM consulting startups – helping them manage their non customer facing processes – we have come up with our recommendations for building an effective CRM consulting practice. We have helped many of our clients grow from a “Single person” consulting business and transform into a “Multi location, Multiple Consultant team” practice within a short period. [Read more…]
posted on May 6, 2016 by
How to build a lean and effective CRM Consulting Practice
posted on May 4, 2016 by
Odd Even Assignment of Records in Salesforce.com using Workflow Rules
Have you encountered the requirement where you want to assign all Even numbered records to one person and all Odd records to another? Here is a simple solution using the workflow rules that can help. You can use this on custom objects or even on objects that do not have Assignment rules. The requirement can also mean assigning the alternate records to two persons. This is similar to Round Robin assignment to two persons using workflow rules.
Lets define the requirement as:
Assign all records of an object that are of even number to “Joe” and odd number records to “Mary”. The odd or even number can come from a custom field “Record Number”.
posted on May 2, 2016 by
Evaluate if your ORG is ready for Salesforce Lightning
Salesforce.com Lightning User Interface has been launched two releases ago. Lightning Experience is the new modern UI of Salesforce.com with some new features that are only available in Lightning. Many of the items that were not available in initial release are now available. However there are still some feature that are not available in Lightning UI and may pose a speed-breaker if your company is considering moving to the Lightning User Interface. This post is targeted for Salesforce.com administrators and may contain some technical terms that an end user may find difficult to understand. [Read more…]
posted on April 29, 2016 by
What to consider before submitting your app for Salesforce.com Security Review
This article is for you if you are a new ISV vendor or you are new to Salesforce.com Security Review process. If you are planning to submit your app for security review – here are few items that you must consider before submitting your app.
Salesforce.com Security Review is the process of assessing your application’s security before it is listed on Salesforce.com Appexchange. Appexchange is prestigious Business to Business marketplace of Salesforce.com where over 2000 apps are listed. Security review is done by Salesforce.com Security review team. Think of security review as an additional benefit – with your app getting certified for Appexchange. Security review helps companies sell to enterprises by meeting their expectations of security. [Read more…]
posted on March 24, 2016 by
What to look for in an offshore partner for your Salesforce Consulting Business?
If you have a Salesforce.com consulting business – you may be interested in working with an offshore partner. The reasons could be taking the advantage of low costs in offshore markets or having an expert team to quickly work on your projects or it could be that you want a partner to take care of development / programmatic customizations while you focus on client engagement. Whatever is your reason – in this post we will be exploring some of the qualifications you should look for in an offshore partner before you select one.
With Salesforce.com being a popular product suite there are many offshore companies that have become Salesforce.com partner. On Appexchange alone there are over 700 consulting partners listed. In India (one of popular offshore destination) there are over 50 consultants. In addition to this there may be many companies that offer Salesforce.com services but are not a registerd partner. Considering the large base of consulting companies it makes sense to evaluate the offshore partner carefully and methodically. [Read more…]
posted on March 22, 2016 by
25 Habits of Great Force.com Developers
Want to become a “Great” Force.com Developer? One does not become a successful App developer just by training or mere experience. Many of our clients for whom we are developing the Appexchange Apps ask – “We want a Great Force.com Developer”. What makes a Force.com developer great? and other developer not so great. From our experience of over 100 person years of development we realized that to be successful or a great developer you have to learn from the best practices – and Force.com developers are no exception.
There are some best practice habits that we have seen in all successful Force.com developers. In this post we will be listing these habits that make a developer – “Great†Force.com developer.
posted on January 22, 2016 by
Effective Communication with Remote Developers and Teams
If you executing a project with developers or teams working remotely you must have faced the communication issues. Whether the developer teams work off-site within your country or offshore in another country – the communication challenges are same. These challenges are even more critical in IT App development or other IT projects where a regular communication is like lifeline.
However, the landscape is changing with the advancement of communication technology, availability of talent across geographies, and opening global borders. The IT projects these days typically involve team located geographically apart. In a recent project that I worked – we had client team in USA, client’s users located in over fifteen countries across the world, the development team was located off-site within USA, support team was offshore in India, testing team was in Asia and Mexico, and two of the product vendors were located in South America and Ireland. It was amazing to see the teams located apart working coherently with a common objective. [Read more…]
posted on January 21, 2016 by
7 Coolest Lightning Features of Sales Cloud in Spring 16
Just watched the Release Readiness Live webcast of Salesforce.com for Spring 16. Andy Kung, Meredith Brown, Kayvaan Ghassemieh, Marcus Torres from the Sales Cloud Products Team have given a great preview of what cool features are going to come in Spring 16.
The focus obviously is on Lightning and that is where most of the cool things are happening. In this post we are summing up some of the coolest features to be released in Sales Cloud on Lightening in Spring 16 release. [Read more…]
posted on January 19, 2016 by
Seven Reasons to Migrate Your App to Force.com Platform
If you are an application vendor and you already have an app on legacy technologies and you are looking forward to migrate you app to Force.com (or Salesforce.com) platform – here are 7 reasons that can help you make your decision faster. [Read more…]
posted on December 15, 2015 by
Marketing Campaigns & Lead Generation
Tips for successful Marketing Campaigns & Lead Generation
In this post we will be focussing on Marketing Campaigns & Lead Generation. This is part of series of posts on Customer Relationship Management (CRM) providing you best practices and tips to get the best out of your CRM initiative.
What are Marketing Campaigns?
Marketing Campaigns are initiatives that generate leads or prospects for your business. The Marketing Campaigns can be Inbound or Outbound. [Read more…]
