Tag Archives: Salesforce Implementation

Working with Salesforce Account Teams

Salesforce Account teams is a group/team of users working together on an account, making tracking of collaboration on account easier. Suppose there is a team of people working on an Application says ‘ProjectBuilder’. This team contains developers, team lead, project manager, delivery manager, Sales Manager, Executive Sponsor.

Now each of the account team salesforce members has a role to play. Developer is responsible for developing the application, team lead is responsible for managing the developer, project manager is responsible for planning and monitoring of the project., and the delivery manager is responsible for the timely and accurate delivery of the application, sales manager is responsible to reach the established sales target and executive sponsor is responsible to project aligned with organization’s strategy. Now the account is ProjectBuilder and developer, team lead, project manager, delivery manager. Sales Manager and Executive Sponsor are the users. To track the progress of the team of users both the internal and the partner user, Account Team concept is used.

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Posted in Salesforce, Team Collaboration. Tagged with , , , , , .

How to avoid Data Skew in Salesforce

Data skew in salesforce is getting generated at an explosive pace nowadays and we are running out of storage solutions in order to manage that data. Researches by multiple magazines and portals suggest that 90 percent of the total data in the world was created in the last two years only.

This pace continues to increase day by day and we are slowly approaching a state where we would not be able to deal with this data. Salesforce is no exception in this case where organization instances are having a large number of records related to the business process needs. When this plethora of data is not managed properly, we slowly approach a state which is termed as Data Skew in Salesforce.

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Posted in Salesforce. Tagged with , , , .

Predicting Success of your Salesforce Development Projects

Can you really predict the success of your Salesforce Development projects with a high degree of confidence at the beginning of your project?

The answer is No!

But you can rate your people, process and tools that are required for success and use that to predict success with a ‘good enough’ confidence level.

Salesforce development projects
Pillars of Salesforce Development Project success.
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Posted in Agile, salesforce development. Tagged with , , , .

Salesforce CRM for Wineries: The Customized Winery and Spirits CRM

Any business trying to grow and increase their client base needs a winery customer relationship management (CRM) software program. It’s just a simple fact that even the smallest businesses can’t avoid for very long before keeping track of clients starts to consume the entire day. Crm for Wineries are no exception.

The wine crm industry has a tendency to be reactive with their wine sales after they build a client relationship. The winery crm industry needs to have a CRM that empowers wineries to take action proactively in their marketing efforts. Salesforce has this ability through the use of marketing automation, data analytics, and AI. Salesforce can use your winery’s historical data of purchases made by clients to predict what products that client may be interested in. This allows wineries to target specific customers with specific content.

what is winery crm

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Posted in Salesforce, Salesforce.com. Tagged with , , , , , , , .

Thinking About Marketing Automation For Higher Education?

How can we put our name in front of someone right when they are thinking about committing to a brand? This is the question we ask ourselves in marketing. The best marketing campaigns deliver a coordinated high-quality experience across every channel and with every prospect interaction.

Higher Education Marketing automation tools from Salesforce bolster an organization’s ability to deliver this syndicated message. Higher education marketing cloud organizations are thinking more and more about how to attract news students through marketing as the space becomes increasingly competitive. Marketing automation for higher education is a dream for any organization. Salesforce has made it possible for higher education institutions, and Mirketa Inc is able to implement that possibility with you. Continue reading

Posted in salesforce Tips & Tricks. Tagged with , , , , , , .

Pardot Software Implementation

What is Pardot?

We have all undoubtedly heard about how great it could be for salespeople, but is that as far as this powerful tool can take Salesforce users? Of course not. Pardot Dashboard is a perfect tool to include as part of your Higher Ed Salesforce implementation.

Pardot is a B2B marketing automation solution that ultimately makes the jobs of sales and recruiting teams much easier. We have seen more and more Higher Ed Salesforce Pardot implementations including Pardot for their recruiting teams and it’s obvious why once you begin using it.

The features in Pardot software implementation provide a seamless connection between your marketing campaigns and how your recruiters can interact with prospects.

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Posted in Salesforce. Tagged with , , .

The Truth About Salesforce HEDA and Salesforce Higher Ed

HEDA (Higher Ed Data Architecture) is a cornerstone for enabling Higher Ed Salesforce Implementation for universities and campuses. However, Salesforce.org officials and training webinars have explicitly said that it is a stepping stone for organizations, not an all-encompassing solution. Salesforce.org training materials suggest that if  Salesforce Higher Ed institutions intend to expand the presence of Salesforce in their organization in the future, then they may benefit from consulting with a Salesforce Partner company that specializes in Higher Ed Salesforce Implementation.

Salesforce HEDA has made so much more than just a sales CRM. With that said, it does not solve admission, advising, communication, alumni relations, or fundraising. It does, give you a basic, light-weight, platform that you then can take and build on to create specific solutions to areas that are important to your specific organization. Continue reading

Posted in Salesforce cloud Implementation. Tagged with , , .

Salesforce Implementation Using Agile Scrum Process

what is agile salesforce implementationWith having being part of 5 Service cloud and Agile salesforce implementation projects I have realized that customizing the platform to the client’s need is not challenging but the build up to the production release and approach that the integrator adopts to, makes all the difference to have delighted project sponsors and end users. Continue reading

Posted in salesforce community implementation. Tagged with , , , , .

How to succeed with your Salesforce implementation?

Salesforce Implementation and Development

Complexity with Salesforce Implementation starts with different options and terms

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Posted in salesforce development. Tagged with , , , .