What Salesforce Communities Can do for Your Company

Benefits of Engaging in Salesforce Communities Many sales teams implement Salesforce and begin using it to track their pipelines and take advantage of the great forecasting tools. However, like a lot of software implementations, it’s easy to get excited about the key functions of the system and then overlook some of the best parts of [...]

November 22nd, 2016|Blog,|

Kreg’s Vision: Salesforce Integration … How Drives the “Book It” Portion of the Professional Services Practice

Using Salesforce Integration to Manage Resources and Service As a follow-up to the earlier “Three Keys To Effectively Managing A Professional Services Practice” series, we are highlighting an area of what I believe is the most important of the three keys, which is, “Book It”. Salesforce integration is an important tool for driving the “Book [...]

December 4th, 2015|Kreg's Vision,|

Salesforce Chatter Integrated With Intacct Promotes Collaboration

Salesforce Chatter Brings Finance Into the Social Media Age Social media has changed the way people communicate, and companies are finding that the same benefits experienced when using social media for personal communications also translate to the business world. It’s convenient, efficient and encourages a sense of community. The integration of Salesforce with Intacct brings [...]

November 24th, 2015|Blog,|

Kreg’s Vision: Sales Tools: What if You Knew What Was Preventing The Close?

Utilize Sales Tools to Identify Patterns in The Sales Process Ah, the dreaded sales call. You know the one I mean. It’s the one where something went wrong, but as a sales manager, you never understand exactly how things broke down. Sales people may make up opportunities that will close or lame excuses for why [...]

November 13th, 2015|Kreg's Vision,|

Sales Tools of the Future: SalesforceIQ

Getting Better Insights With Robust Sales Tools More businesses are digging deeper to develop impactful relationships with their clients and prospective clients. One way to do this is through advanced technology, including new sales tools that unlock more potential for sales teams who know that there is power in relationships. Unfortunately, too many software solutions [...]

October 9th, 2015|Salesforce Integration,|

Salesforce Integration Provides the Connectivity Required for Success

Bring Salesforce Integration to Your Organization for Better Insights Financial management solutions continue to evolve and are now offered in the cloud. While many startups use nothing more than a calculator and spreadsheets, they eventually progress to software like QuickBooks to get a better grip on their finances and accounting practices. As an organization continues [...]

September 28th, 2015|Salesforce Integration,|

How to Improve Efficiency With Salesforce CRM

Salesforce CRM to the Rescue Organizations today are looking around every corner for ways to be more efficient and to optimize workflows. Accuracy of forecasting, insights through increased visibility throughout the organization, better ways to collaborate and consolidate, and workflow automation are all top needs for growing businesses. Salesforce CRM is a solution that can [...]

August 3rd, 2015|Salesforce Integration,|

Salesforce CRM Provides Personalized Experience

Engaging Customers With Salesforce CRM Long gone are the days when you could send out a form letter or a postcard advertising an upcoming promotion and consider your marketing efforts complete. Customers are accustomed to a personalized experience and a perception that the companies they interact with know them. Salesforce CRM is making it possible [...]

June 19th, 2015|Salesforce Integration,|
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