Make your Salesforce Project More Successful by Inviting a BA to the Party (Or Thinking Like One) - Story From: CRMFYI
Today I welcome my good friend, Garry Polmateer as a guest blogger at CRMFYI. Garry is not only a Salesforce community rockstar, but he’s planned and executed some great Salesforce implementations, especially in the nonprofit arena. It’s always great to learn from the successes of others and I know you’ll pick up something from his ideas here. Stop. Drop. Roll. You remember the drill from elementary school, if you happen to find yourself on fire, Stop. Drop. Roll. Now don’t … →
Categories: AppExchange, CRM Technology, Chatter, Dreamforce Tags: AppExchange, Chatter, Dreamforce
Evernote – The Salesforce Admin and Developer’s Other Brain - Story From: CRMFYI
Being a great Salesforce.com administrator or developer doesn't take having all the answers, but rather having access to the answers. Our brains can only handle so much before they need help from the outside. That's where Evernote comes in. Learn how Evernote will make you a better administrator or developer. →
Categories: AppExchange, CRM Technology, Chatter, Dreamforce, Tips, Tools, productivity Tags: AppExchange, Chatter, Dreamforce
A Little Help from My Friends - Story From: CRMFYI
In a demonstration of community and collaboration, Mike Gerholdt and I have created a blog post / demo video of utilizing inline Visualforce to display rich text info in standard page layouts without using fields. →
Categories: AppExchange, CRM Technology, Chatter, Customization, Dreamforce, News, Social Networking Tags: AppExchange, Chatter, Dreamforce
Chatter-vantage #1 – No Need to Rush the Stage - Story From: CRMFYI
Salesforce has created a conference attendee experience using Chatter that blows away all other conferences. Their Dreamforce Attendee Portal allows attendees to connect with speakers before, during and after the conference. →
Categories: AppExchange, CRM Technology, Chatter, Dreamforce Tags: AppExchange, Chatter, Dreamforce
When Hit or Miss Research Just Doesn’t Cut It in Business, You Need To Try Gist - Story From: CRMFYI
When Shane Mac at Gist approached me for a quick guest blog post on how I use Gist, I jumped at the opportunity. It’s easy to talk about companies and products that make your life better. Today my post hit their blog and you can certainly read more about it here. Just as a bonus feature for Salesforce enthusiasts, I figured I’d give you a couple more insights on why I like Gist. A one-sentence description of Gist is “Aggregated … →
Categories: AppExchange, CRM Technology, Chatter, Dreamforce, Integration, News, Social Networking, Tools, sales Tags: AppExchange, Chatter, Dreamforce
How to Prevent Your Accounts and Contacts From Aging Like Fish - Story From: CRMFYI
Jigsaw for Salesforce CRM gives you realtime feedback on how current your accounts and contacts are. A red light means something is out of sync. Check it, merge the data in, and you're done. Jigsaw is also fully integrated to Chatter to proactively notify you of changes. →
Categories: AppExchange, CRM Technology, Chatter, Dreamforce, Integration, sales Tags: AppExchange, Chatter, Dreamforce
Geo Got Me Excited on a Monday Morning - Story From: CRMFYI
A free app from the Salesforce AppExchange called Find Nearby Accounts helps you geolocate records from Salesforce, view them on Google Maps, find other Accounts, Contacts or Leads nearby, and provide driving directions in one easy package. →
Categories: AppExchange, CRM Technology, Chatter, Dreamforce, Free, News, sales Tags: AppExchange, Chatter, Dreamforce
Joys of the Anywhere Nowhere Office - Story From: CRMFYI
Cloud computing allows me to securely work from not only anywhere, but even from no particular place. Armed with a browser, I can do my work without plugins, applications, or flash drives. →
Categories: AppExchange, CRM Technology, Chatter, Dreamforce, cloud computing, productivity Tags: AppExchange, Chatter, Dreamforce
The Day the Earth was Chatterized - Story From: CRMFYI
Can you think of a significant day in the history of software? I’m looking for a day that a single company changed the way millions of people do business and made them more productive. I’m guessing there have been a few; but honestly none of them quickly come to mind. From this point forward though, June 22, 2010 ought to stick in your mind as “The Day the Earth was Chatterized. “ Salesforce Chatter is a collaboration platform for business … →
Categories: AppExchange, CRM Technology, Chatter, Dreamforce, News, Social Networking, Tools, productivity Tags: AppExchange, Chatter, Dreamforce
I Need You; to Join The Salesforce Channel Community - Story From: CRMFYI
If you follow me on Twitter, it’s hard to miss my regular status updates like, “21 videos were posted to The Salesforce Channel today,” but what’s that all about? The Salesforce Channel is a website where I curate Salesforce videos from all over the Internet into one place so you don’t have to do the searching. My motto is, “Your single source for Salesforce video.” I found that while many videos about Salesforce.com exist in large repositories like YouTube, searching … →
Categories: AppExchange, CRM Technology, Chatter, Dreamforce, News Tags: AppExchange, Chatter, Dreamforce
Calling All Heroes! You Belong at Dreamforce - Story From: CRM FYICRM FYI
Earlier this year, I wrote about being a hero to your users, and the gist of it was that through social media, you can surround yourself with fantastic people who will make you a hero to your users. I know for a fact that many of you have done extremely heroic things for your Salesforce users and have something that you should share with the rest of us. The time has come for you to step up and share that …
3 responses to "Calling All Heroes! You Belong at Dreamforce"
Categories: AppExchange, CRM Technology, Chatter, Dreamforce Tags: AppExchange, Chatter, Dreamforce
The Higher Ed Cloud; Studentforce + Chatter = Brilliant - Story From: CRMFYICRMFYI
Today’s guest post is by Ed Schlesinger, better known as @studentforcenow on Twitter. Ed is a father and a businessman who has an incredible vision for the possibilities of cloud computing to help higher education. His brainchild, Studentforce is a unique portal for universities which connects students to faculty and administration to everyone. With the announcement of Chatter, Ed immediately saw the amazing potential that Chatter would have on Studentforce and I want you to hear what he’s poured his …
150 responses to "The Higher Ed Cloud; Studentforce + Chatter = Brilliant"
Categories: AppExchange, CRM Technology, Chatter, Dreamforce, Mobile, News, guest blog post Tags: AppExchange, Chatter, Dreamforce
Chatter Takes a Starring Role with Cloud 2 and the New ChatterExchange - Story From: CRM FYICRM FYI
The future of business applications is upon us. It’s a world where your data comes alive, those who log into your applications are people, not just users, your team’s past work is leveraged into future solutions and even proactively fed to those who need it, and you truly collaborate with not just your direct coworkers, but people from across the company in a way never before possible. This world is Cloud 2 and it’s not imaginary; it’s the reality that …
8 responses to "Chatter Takes a Starring Role with Cloud 2 and the New ChatterExchange"
Categories: AppExchange, CRM Technology, Chatter, Dreamforce, News, chatterexchange, cloud2 Tags: AppExchange, Chatter, Dreamforce
Teach Those Old Dashboards of Yours a New Trick - Story From: CRM FYI
Today I discovered a quick little tweak that can make your dashboards make more sense. It’s really simple, yet makes a big impact on reading the data. When you see dashboard tables with “Record Count” on them, it’s not completely intuitive what kind of records you’re talking about. I found a simple way to relabel [...]
Categories: AppExchange, CRM Reviews, CRM Technology, Chatter, Customer Centric, Customer Retention in a Recession, Dreamforce, News, Tips, dashboards, productivity, tweak Tags: AppExchange, Chatter, CRM Industry, Dreamforce, Social CRM
Be a Hero to Your Users - Story From: CRM FYI
This week I had a chance to write a guest blog post for the Salesforce AppExchange. I chose to write about utilizing networks to become a hero to your Salesforce users. It’s not hard, it really doesn’t take that much time, and in the beginning, you can even start out by just listening in. No [...]
Categories: AppExchange, CRM Reviews, CRM Technology, Chatter, Customer Centric, Customer Retention in a Recession, Dreamforce, News, Social Networking Tags: AppExchange, Chatter, CRM Industry, Dreamforce, Social CRM
Salesforce Chatter Goes Private Beta for 100 Customers - Story From: CRM FYI
Amid all the hoopla around Google Buzz, Salesforce is making some buzz themselves in the Enterprise space with the announcement of a Chatter private beta to 100 customers today. When Salesforce began looking for customers to start kicking the tires on Chatter, the response was overwhelming. More than 2,500 companies enthusiastically volunteered for the beta. [...]
Categories: AppExchange, CRM Reviews, CRM Technology, Chatter, Customer Centric, Customer Retention in a Recession, Dreamforce, News, facebook Tags: AppExchange, Chatter, CRM Industry, Dreamforce, Social CRM
Salesforce Setup; Now Even Easier - Story From: CRM FYI
Staples may have the corner on that “Easy button” thing, but Salesforce now has an “Easy box.” It’s called Setup Enhancer for Salesforce and it’s about to make navigating the Setup tree a whole lot easier. Setup Enhancer for Salesforce is a Greasemonkey script that helps you find just what you’re looking for in Setup [...]
Categories: AppExchange, CRM Reviews, CRM Technology, Chatter, Customer Centric, Customer Retention in a Recession, Dreamforce, News Tags: AppExchange, Chatter, CRM Industry, Dreamforce, Social CRM
Dude, Did Marc Benioff Just Read my Mind? - Story From: CRM FYI
It’s kind of scary, but I think he really did. I was just drafting an email to my favorite User Experience team at Salesforce. I wanted to discuss any future ideas they had on revamping the interface to allow “gradual data entry” and not just overwhelm people with a huge page layout with temporally superfluous [...]
Categories: AppExchange, CRM Reviews, CRM Technology, Chatter, Customer Centric, Customer Retention in a Recession, Dreamforce, News Tags: AppExchange, Chatter, CRM Industry, Dreamforce, Social CRM
Is it Really only 212 Days until the Collapse of SaaS? - Story From: CRM FYI
On my calendar, Friday, August 27, 2010 has had a special inscription on it for the past year and a half. It’s a date that could change the world I work in. It could be the day by which Software as a Service (SaaS) all out collapses and Salesforce.com, it’s poster-child, goes under. Well, that [...]
Categories: AppExchange, CRM Reviews, CRM Technology, Chatter, Customer Centric, Customer Retention in a Recession, Dreamforce, News, Predictions, speculation Tags: AppExchange, Chatter, CRM Industry, Dreamforce, Social CRM
Plan for Success with Tips on Deploying Salesforce Content - Story From: CRM FYI
I’m excited to bring you a guest blog post today from Mike Gerholdt, a fellow Salesforce blogger and avid Twitterer. So your back from Dreamforce and your all jazzed at the announcement Marc Benioff made that Content for Salesforce is now free for all users. Bubbling with excitement you want to go back to the office and [...]










