Idle Tools Corp

Key Account Planning

Use Case Many companies use Key Account Plans which are typically created each year for critical customers or in some cases all customers depending on preference of the company. The purpose of Key Account Plans is to document what a salesperson (or sales team) plans to accomplish with a customer over the course of the year.  They are created either during the 4th quarter of the previous year or during first quarter of current year. Typically, key account plans consist of the.

Read More
Salesforce Disabling TLS 1.0 Encryption

Guest Post by Ben Murad   Hello everyone, I’m writing today to let you know about some changes to your use of Salesforce.com on your laptop or desktop computer! Coming out today, Salesforce is announcing that some of their security protocols are changing. While this is a regular occurrence, Salesforce updating security processes, this one in particular may have some impact on you or your users. What this really means is that older versions of some web browsers, like Internet Explorer or.

Read More
The New Salesforce Lightning Experience

          Every few years, a technology company will make an important leap forward with a major software update. The new Lightning update for Salesforce is the biggest change to the user interface in the history of the 16 year old cloud software company. In the release video, Salesforce employees who contributed to this update called it ‘the project of a lifetime’ when discussing its scale and importance in the evolution of the Salesforce platform. While the fundamentals of the platform haven’t changed much,.

Read More
Mobile CRM

After many years when business applications on cellphones existed, but were too bulky, too slow, and didn’t include enough features for dependable business use, mobile phones today are finally powerful enough to provide efficient business solutions. If you have a new smartphone in your pocket, it’s not rare that it will be as powerful as your desktop sitting in your office. Today most information technology growth is coming from the mobile sector. Mobile CRM is paving the way for improved sales and.

Read More
Salesforce Chatter and the power of enterprise social networking

While the vast majority of businesspeople are familiar with public social networks like Facebook and Twitter, enterprise social networks are the lesser-known brother of their public network counterpart. An enterprise social network is defined as an internal, private social network used to assist in communications within a business. The goal of an enterprise social network is help employees stay organized, informed, and in sync with what is happening around them in their organization. An enterprise social network is not Facebook that you.

Read More
10 Facts You Didn’t Know About Email Marketing

It’s not a surprise that sales is a critical aspect of many US businesses, but  did you you know that it accounts 12.3% of all the jobs in the United States? That converts into more than one trillion dollars being spent annually on sales. The average cost of a sales call is $33.11 and the average cost of having a a sales rep conduct a field sales call is $276.48. However, the cost of sending an emails is far lower, if not free. The only costs.

Read More
A Brief Background on Salesforce.com

You may use salesforce.com services in your organization, but how much do you know about the company behind the CRM services? Salesforce.com is not a brand new player in the CRM realm, but it’s also not ‘ancient’ (in tech world terms) like companies like Oracle (1977) or SAP (1973). Salesforce.com was founded in 1999 by Mark Benioff (the current CEO), Parker Harris, Dave Moellenhoff and Frank Dominguez. When the company was getting started, Marc Benioff evangelized a new concept at the time called.

Read More
A Resourceful Approach to CRM

[blockquote]“My only goal is to facilitate a sustainable, long-term, CRM implementation for my clients. Spending time convincing you I am an expert in all things under the sun doesn’t get me closer to that goal” – Scott Thomas, Owner[/blockquote] Deploying a successful CRM system has less to do with technology and more to do with people, strategy, planning, culture, adoption, communication, and leadership. Our client’s ultimate success is our main goal and we will coordinate the resources necessary to achieve it. That means.

Read More
The Term CRM is Limited & Misleading

     If there is an acronym out there that most inaccurately pigeon holes products within a category, it’s CRM.  CRM stands for “Customer Relationship Management,” but today’s top CRM products are much more than that.  Products like salesforce.com are not “just” customer relationship management tools anymore, they are entire platforms on which businesses can be run (yes including financials).   When people think of CRM they often think of just contacts and customer information.  They look at the price of the system.

Read More
Why Information Visualization is Key to CRM ROI

Determine what you want to track before you roll out your CRM. Asking executives to visualize what they want to see is often a missed step when companies are scrambling to set up CRM (to please the very executives they should be interviewing). If you really want to please executives, build a system that creates the outputs which can make decisions and insight easier. BUT you need to engage them. If they don’t want to participate, you may be in trouble before.

Read More
  • 1
  • 2