Particle Blog

Working With Sales Leads – A Simple, High-Level Framework

During Salesforce implementation discussions, we often encounter people that struggle with how to use the Salesforce Leads object. This post will give you a framework for thinking about and working with Leads (even if you don't use Salesforce yet). Note that for the purposes of this post, Leads are defined as individuals that are potential buyers or buying influencers. We are not talking about the use of Leads as it relates to a potential business opportunity, though some businesses also...
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Salesforce Transformations: How a Small, Growing Business Was Able To Scale Seamlessly

If you own a small, rapidly-growing businesses it may sound like a dream come true—but it doesn’t come without its fair share of nightmares along the way! Such companies rapidly outgrow their business processes and this creates headaches in all areas of the day-to-day running of the business. Often, they muddle along with inefficient processes, poor communication, and frequent costly errors that harm relationships with customers. Ultimately, service delivery problems lead to customers leaving and the nightmares beginning for the...
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Adoption Maturity – You’re All In

There’s an old saying about having ham and eggs for breakfast - the chicken is involved, but the pig is committed. Just like the pig, when Salesforce has become the backbone of your business, you are all-in.
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Adoption Maturity – Leveraging The Salesforce Platform

Previously, we introduced the idea of a Salesforce Adoption Maturity Model as a way for companies to gauge how well they are capitalizing on their Salesforce investment.  We discussed the first level of the model, Basic Adoption, which is focused on getting the fundamentals in place and developing discipline within the organization to use the solutions.  In the second level of the model, Leveraging the Platform, you will have reached the intermediate stage when you have begun to automate processes and...
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In The Land Of The Blind, The One-Eyed Man Is King

t’s a fact, the person with the easiest access to the most information gives the best service (unless they are lazy). That said, it is very common to encounter Salesforce users or prospective customers that say it takes too much time and effort to capture data in Salesforce. But for many jobs, especially sales and service jobs, you can’t perform well without a lot of information, and you need data in order to create information. Think about it, information is...
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