+1 415 935 1776

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 (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.

Tuesday, September 08, 2015

Productivity Advisors releases cloud-based laboratory information system #LIS for #startup clinical diagnostic labs industry

Productivity Advisors laboratory information system (LIS) is designed for start-up specialty clinical diagnostics laboratories, at an affordable price.  Our cloud-based systems can be deployed using either the Salesforce or Intuit QuickBase application platforms.  This makes our solution quicker to deploy, easier to customize and more cost effective than any other solution available for emerging diagnostic laboratories, by a factor of 5-10x.

To learn more, please click here

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.

Tuesday, April 14, 2015

So you want to learn Salesforce...again

Taking up Salesforce is daunting, no doubt about it. But the developer marketing folks at Salesforce have a plethora of resources to check out. Here’s a guide to some of the essential and free resources that will help you get started:
  • Sign up for a Developer Force account - The best way to start is to have your own developer environment to build and experiment with.   Then leverage a great online community that promotes learning, growth and contribution for the Force.com platform.
  • Trailhead - Salesforce's Training website. (NEW WEBSITE)
  • SFDC99 - Code training site from Salesforce MVP at Google.com (NEW WEBSITE)
  • Release Training - Website with videos on the latest functionality available in Salesforce
  • Check out some examples via workbooks :
    • Force.com - point-and click configuration for setting up and administration of the    environment
    • Visualforce - Page markup like HTML
    • APEX - Programming language
  • Videos - For the visual learner, Salesforce has hundreds upon thousands of videos up on Youtube.

Monday, March 23, 2015

What does Customers for Life mean?

I was recently at a Salesforce event for customers and partners and was presented a slide that really interested me. The content was as follows:

Customers for Life - Challenge
How to empower employees with an actionable 360 view of SaaS customer relationships...
  • Site Performance and Offload - Is their site performing as they had planned? Inquiries & Deflections?
  • Consumption Against Commit - Are they using what they purchased? 
  • Competitive Insight - Ability to bubble up competitive factors on an Account? 
  • Customer Satisfaction - Are customers happy? qualitatively? quantitatively? 
  • Customer Cases and Incidents - Are customers getting their issues resolved and in a timely manner? 
  • Configuration Updates - Are customers using the latest versions of software or components?
  • Professional Services Projects - Are ProServ projects with customers being managed appropriately? 
It was an explanation for their approach to working with their customers and making them life long customers. I had seen previous graphics, like below, but what really stuck with me was how comprehensively they look at all aspects of customer relationship health to develop their 360 degree perspective. Not saying this always happens for all clients, but it is ambitious to empower sales and support teams with these types of goals.