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IMPLEMENT Salesforce.com

Find out how much it costs and how long it takes to discover your requirements, configure Salesforce CRM, pre-load your data and train your team.  Learn More...

SUPPORT For Live Deployments

Work with us how you want: (i) we do it together so you can learn, (ii) we guide - you do it, or (iii) tell us what you need and we'll take care of it.  Learn more...

DEVELOP Add-On Functionality

Have a functionality need that Salesforce doesn't handle out-of-the-box?  We can develop it for you based on your requirements.  Learn more...

Documenting Integration Requirements

Salesforce.com Integration

Top 20 Questions For Thoughtful Integration Documentation

More and more, our clients want to integrate Salesforce CRM to a database or business application. The question they almost always want to know is "how much will it cost?". To answer this question, first be prepared to present a high-level description of your integration. This could be a paragraph or a number of bullet points that summarize what the integration needs to do. However, to reasonably answer the cost question, we typically need documented requirements. The following article reviews basic questions you should be prepared to answer and document.

Service Cloud vs. Sales Cloud

Having the right information in front of the right person at the right time is critical in providing customer support.  Customers expect to have most of their questions answered instantly and increasingly get frustrated if an answer is not available within minutes. Being able to provide this information to your customers in real time used to be a hallmark of superior customer service, but now is expected as standard customer service.

Salesforce.com has several options available to you to ensure that you’re keeping every customer satisfied.

Favorite AppExchange Apps

Appexchange

Over the past 10+ years, we have had an opportunity to install, test, use (and often uninstall) countless AppExchange applications that extend and enhance the Salesforce CRM experience. We've done this in the context of our own internal instance of Salesforce as well as to support client needs. This posting lists some of our favorite AppExchange applications (click on the name to see the AppExchange listing).  Please note the cost (if any) and editions supported at the end of each review.  If you would like help or have questions on any of these, feel free to contact us.

Email Marketing Solutions for Salesforce.com (Updated!)

Written by Brent Mellow.

Email MarketingUnless you have all the customers you need, some level of marketing is necessary and important. Despite the proliferation of spam, email marketing continues to be a key weapon in the marketer's arsenal. For our clients which use Salesforce CRM as their enterprise CRM system, we often have the conversation about the extent of the native capabilities of Salesforce CRM as it relates to email marketing, mass email, email tracking, etc. The goal of this article is to provide a high-level look at the difference between using the native capabilities of Salesforce CRM vs using a specialized email marketing or marketing automation application. We also highlight a number of third-party Email Marketing and Marketing Automation applications that are pre-integrated with salesforce.com.

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