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Thursday, November 17, 2016

How to view/edit converted lead records in Salesforce

In Salesforce, once leads are converted, you may view some details in lead reports, but all lead views and individual lead records are hidden from user view.  However, if you enable a user interface setting and create a Permission Set with two new Permissions (Spring '16 release), you can view these records and do a few more actions.

To enable the user permissions, first enable the organization preference on the User Interface page. From Setup, enter User Interface in the Quick Find box, then select User Interface under Customize. After you enable the organization preference, enable one or both of the user permissions in a permission set or profile. You can set audit fields only in API-enabled editions of Salesforce.

Please consult this Salesforce Help page for all the details.

Monday, November 14, 2016

How to get in your customers head, if you're a B2B marketer

Recently, I had the good fortune to work with the customer success team at Pardot, on behalf of a client of mine.   The team at Pardot was great, helpful and very insightful about how to operationally setup their B2B marketing automation solution.  I think it's a great solution, and if you're using Salesforce, it's a tighter technology solution than others out there.

The other recommendation they provided was to check out their Marketing Automation guru-in-residence, Mathew Sweezey @msweezey.  I did and was really impressed.  Here are two very insightful videos to help you better understand the current state of B2B marketing and what we need to do as marketers to be successful.  I highly recommend both...

slight twist on content

Wednesday, October 26, 2016

Are you bored at work?

My client Udemy launched a new 2016 Udemy Workplace Boredom Study. I wanted to make sure you saw it as it has some interesting findings around why levels of employee engagement are so low and what companies can do to fix it.

In this study, Udemy looked at why people show up to work so uninspired and what organizations can do to ignite increased passion in their employees. In this study you can learn about:
  • The most disengaged segments of the workforce
  • The consequences of boredom at work
  • The causes behind worker apathy
  • How business and HR leaders can drive employee passion and productivity through learning

Wednesday, March 23, 2016

Automate Custom Contracts and more from Salesforce

USE CASE: A client needed to generate Sales Orders and Contracts from Salesforce Opportunities that include Product Items.   They needed to be able to support both hard coded sales quote/order templates and also a red line contract process.  With Conga Composer and DocuSign paired up, we were able to add buttons to the Opportunity page layout for Sales Quotes, Sales Orders, multi-section Contracts and all routed via DocuSign.  To learn more contact us for details or search for Conga in the Salesforce appexchange.

Conga Composer® makes it easy to create and deliver sophisticated documents, presentations and reports from Salesforce® by automatically populating richly-formatted templates with data from any standard or custom object. Composer enables salesforce.com customers to customize, streamline and scale their document generation and reporting for unlimited use cases across all organizations and industries.

Friday, January 15, 2016

What happens when I convert a Lead in Salesforce?

If you're using Salesforce in a sales capacity (read: Sales cloud) then you're probably leveraging the Lead object to manage your Lead pipeline and then you're converting those Leads into Accounts, Contacts and Opportunities so you can better work with them and manage their sales potential in your organization.  

Converting Leads is both something Salesforce can do by default and also in a custom manner.  Standard Lead fields convert into other standard fields on standard objects (here is a link to exactly what is mapped on Accounts, Contacts and Opportunities).  Here is a key page that illustrates all the default Lead table mappings.  For mapping custom fields on the Lead object, use the Map Lead Fields button in the Lead Custom Fields on the Lead object set-up screen to manage and define conversion actions. 

Friday, September 11, 2015

Understanding selling web design, is understanding selling ANY service... thanks to @jasonfried @monteiro

I don't personally know Jason Fried, but I have gotten to appreciate his opinions from years of reading them.  I also admire the business and books that he and his team have created, and the philosophies on business and people in tech, that ooze from them.  That's why when I recently read a post of his that recommended the video, below, of Mike Monteiro at An Event Apart Austin, I was intrigued.

After recently having viewed it, I was blown away because the discussion on what is it that a designer does or sells, is really a very universal message.  You're selling you expertise, your point of view and your style -- and that's a perspective that should resonate for all people who sell service.  I know for us, selling enterprise apps to buyers of those services is a very similar undertaking.  Thanks for reminding me...now I'm curious to read Mike's book.

What Clients Don’t Know (and Why It’s Your Fault) by Mike Monteiro – An Event Apart Austin [corrected file] from Jeffrey Zeldman on Vimeo.

Wednesday, June 17, 2015

Productivity Advisors Overview

We are excited about our new services video that highlights what we do, who we are and how we work.   Let us know what you think and special thanks to Charly and all the folks at Fric Animation! for all their help.