Entries by Todd Smithee

Lead Management with Salesforce.com

Lead management and helpful dashboards from Salesforce.com Proper lead management (also known as your suspects and prospects) is critical to the ability to attract and also manage your potential projects. The more effective lead follow-up you do can give your organization a significant competitive advantage against your competition.  Utilizing a CRM, such as Salesforce.com, provides […]

The #1 Way to Measure ROI on Salesforce: Campaigns

Salesforce has an often overlooked feature, Campaigns, that you might not be currently utilizing.  It comes standard with most Salesforce.com Editions and is a powerful tool that will allow you to measure ROI on various marketing activities including trade missions, email campaigns, and seminars. Salesforce.com describes a Campaign as “an outbound marketing project that you […]

Improve CRM with Salesforce

Customer Relationship Management (CRM) is the practice, strategy and technology that companies use to manage and analyze customer interactions and data throughout the customer life-cycle. The goal of a successful CRM is to improve business relationships with customers, assist in customer retention and drive sales growth. CRM is not just a sales and marketing tool, […]

Go on a Field Trip to Find Custom Field Usage Information

Field Trip App allows you to run reports on standard and custom field usage. Salesforce fields must be populated in order to have data which calculates trends and ensures intellectual capital isn’t lost, should someone leave an organization. Over extended periods of time, Salesforce.com also can become cluttered with fields that are no longer used […]

MailChimp for Salesforce – Conrin Review

We recently integrated MailChimp for Salesforce for better email campaign management. This integration, which can be found in AppExchange, allows us to execute a MailChimp Campaign, and then monitor the data as activity history in Salesforce. Benefits of MailChimp for Salesforce Once the integration setup is complete, Salesforce users can conveniently design, send, and track […]