Most organizations rightly claim that they are working hard but they can’t always tell you what exactly they are doing, what needs to be done, or what has been accomplished. Part of the reason is that their work is hidden in a blizzard of emails and phone calls. Luckily, there is an easy way for a Salesforce user to shed light on how much work their team does and how much service they provide. Stop relying on just email – use Cases, a standard feature in both Salesforce Sales and Service Cloud. (more…)
As a continuation to our post on the Salesforce Adoption Maturity Model, let’s discuss Basic Adoption in detail. Basic Adoption is usually attained when the entire team is tracking sales activities and managing prospect and customer relationships within Sales Cloud. The key to Basic Adoption is consistent usage – everyone is using the system on a regular basis and following similar processes. It’s not about perfection, it’s about consistency. Most companies in the Basic Adoption phase have made modifications for their specific business processes to help track important information about the Leads, Contacts, Accounts, and Opportunities they are engaging.
Everyone knows that Salesforce is the go-to solution for the CRM and sales needs of any business, but did you know that it can do much more? Salesforce is a complete and comprehensive system that can manage your entire business from anywhere using any device.
Here are some business problems Salesforce can solve that you probably didn’t know about: (more…)
At Fast Slow Motion, we are big fans of following a “crawl – walk – run” approach to adopting and implementing Salesforce. We emphasize establishing a firm foundation before trying to do too much on the platform. This post introduces a Salesforce Adoption Maturity Model that elaborates on the “crawl – walk – run” approach. The model gives you a framework to adopt Salesforce successfully so you receive immediate benefits while setting up the platform for future growth and increased value. Progressing through this model enables you to receive the long-term benefits of Salesforce while maximizing your initial investment. This model is useful for both people that are considering a Salesforce implementation and people that are struggling adopting Salesforce. (more…)
Customer Relationship Management (CRM), or as we like to call it – Consistent Relationship Management, solutions have been around for decades now and most everyone has tried to institute some level of CRM processes whether it is basic contact management or implementing a robust system like Salesforce. However, most companies have failed at adopting CRM processes and solutions. So why is implementing best practices within a good CRM solution so critical? Here are three main reasons why we think CRM is the most critical business process within your company and also why it’s important to have a good solution in place to manage these important business processes.
If CRM is Broken, Your Company is Broken (more…)