Lexnet CRM Consulting Services

Dragon for Salesforce on iPad

Steve Chipman — Sat, 21 Apr 2012 04:48:15 +0000

Here’s a video demonstration of Dragon for Salesforce on an iPad. There’s a free Dragon app for both iPhone and iPad.
Mobile users can simply dictate notes into a mobile device and then attach these notes to a Salesforce object, such as a Contact, with just a few clicks.

HubSpot Leads in Salesforce for iPad

Steve Chipman — Sat, 21 Apr 2012 04:35:31 +0000

Below is a video demonstration of HubSpot’s managed app for Salesforce running on Salesforce for iPad. Salesforce for iPad takes advantage of elements such as stackable screens, which provide much better application for a user’s swiping interaction on an iPad vs. the clicking interaction of a desktop application.
Salesforce for iPad, from Force.com Labs, is available on the AppExchange. It’s a free, but unsupported app. There’s also an open source project for Salesforce for iPad so that the developer community ...

9 Custom Salesforce Email Template Best Practices

Steve Chipman — Sat, 14 Jan 2012 17:06:32 +0000

It’s easy to set up a Salesforce email template in order to send mass emails to Leads and Contacts. However, since Salesforce has a limit of 1,000 emails per day, as well as a per send limit of 250 for Professional Edition and 500 for Enterprise Edition, this mass email capability is best suited to highly targeted communications with a select group of Leads or Contacts – usually a very warm audience. Below are nine best practices for ensuring that ...

Using the Salesforce Asset Object vs. a Custom Object

Steve Chipman — Fri, 21 Oct 2011 14:01:19 +0000

Your company is a manufacturer or distributor and you want to track which of your customers own what products. What’s the best way to do this, using the out of the box Asset object, or creating your own custom object? The right answer for your company depends on several factors.
Salesforce has convenient, built in functionality for tracking and managing customer assets, but there are number of factors to consider with respect to your business’s requirements.
Salesforce Asset Object Fields
The ...

Salesforce Case Study – Software Reseller

Steve Chipman — Tue, 30 Aug 2011 05:21:51 +0000

PacifiCAD is an Autodesk Authorized Reseller based the Pacific Northwest.
The company had been using GoldMine for fourteen years, but found they needed easier end user access and better reporting than was available with GoldMine.
Salesforce was chosen to help streamline CRM access and improve management reporting.

Point of Sale Software Company Switches to SageCRM

Steve Chipman — Fri, 12 Aug 2011 20:02:42 +0000

pcAmerica provides point of sale solutions to the retail and restaurant industry.
The company had been using GoldMine for fourteen years, but with high customer growth, pcAmerica reached a point at which it needed a more scalable database solution and one that could be more tailored to its business needs.
SageCRM was chosen in order to both improve customer support and also give salespeople a better tool for managing their sales efforts.

Chromebooks vs. Tablets for Corporate Sales Teams

Steve Chipman — Thu, 12 May 2011 16:13:56 +0000

Could Chromebooks be the sleeper device that IT managers have been waiting for?
Ever since laptop computers first became widely adopted within corporations, IT departments have been responsible for imaging machines, updating software and providing remote technical and application support to salespeople and other mobile users. Any time a notebook computer breaks, is lost, stolen, or invaded by malware, there’s a time consuming replacement and/or repair process.
Thinking About a Tablet Strategy
Many IT managers have long been looking for ...

Salesforce Web-to-Lead For Your Facebook Pages

Steve Chipman — Thu, 17 Mar 2011 21:03:11 +0000

Here are three ways to add your Salesforce Web-to-Lead form to a Facebook Page tab.
First, there’s a simple and free, but limited method. Second, there’s an advanced, do-it-yourself method, which allows for field validation and other functionality, such as an inline confirmation message to visitors. Third, there’s a low-cost subscription option that provides field validation, a confirmation message and other easily configurable options.
1. Salesforce Web-to-Lead Form in Facebook – Simple Method
For the free and simple method, we’ll ...

New Features in Upcoming SageCRM 7.1 Release

Steve Chipman — Tue, 04 Jan 2011 19:31:30 +0000

SageCRM 7.1 is set to be released in March 2011. Two of the major features of this release will be a new, Exchange Server integration and tight integration with a popular email service provider for what Sage is calling Sage E-marketing for Sage CRM.
SageCRM 7.1 E-marketing
While email marketing is alive and well, it should be part of a multi-modal marketing strategy with other marketing channels — including inbound components such as blogging, videos and a Twitter & Facebook ...

Salesforce Quoting & Templates in Winter ’11

Steve Chipman — Sun, 02 Jan 2011 00:05:12 +0000

Salesforce quoting was initially released in Winter ’10. However, in this release, the quote template was non-alterable. The Spring ’11 release provided a beta version of a quote template editor. In the Winter ’11 release, Quote Templates became generally available to users of Professional, Enterprise and Unlimited editions.

In the move from the beta release of Quote Templates to general availability, two important features were added.
First, headers and footers can now be added to Salesforce quoting templates.
Second, ...