NICE! I just found a FREE add-on to measure Adoption across your organization. Try it out and tell us how you like it or don’t.
Salesforce Adoption Dashboards – Force.com Labs – AppExchange.
Salesforce User Adoption
How do you get your team to USE Salesforce??? Make it EASY and FUN!
Determine what information is important for your users to track and for management to track. We will use the Sales Department in this example. Most sales people are running around on the road making sales calls. Here are 4 top things you MUST do in order for your sales team to quickly adopt Salesforce and keep them coming back for more.
1. Salesforce Mobile app: This is on all devices (iphone, android,etc.). This is a FREE app and easy to set up. This will allow your sales people to manage their contacts while on the road and input data on-the-fly.
2. Email templates: These templates should be used for constant communications. This can be sent from Salesforce, even on your mobile device. A great example is send a Thank You email after you have met with a client:
Thank you so much for meeting with me today. Here is the information that we talked about (attachment included). Per our discussion, we are meeting next Tuesday to go over the material. Please contact me prior if you have any questions.
Thanks for your time,
Super Star Sales Person 
3. Integrate Calendars: Salesforce is so awesome that it integrates with Google Calendars. You can schedule your next meeting with a client immediately. When everyone inputs their calendar into Salesforce you can see everyone’s schedule and collaborate on meeting times. Oh yes, you can access this from your mobile as well. How cool is that??
4. Dashboards: This is HUGE in any business. You always have to track and measure your efforts and results. As a sales person, you should always measure the following
- # of calls
- # of face-to-face, demos, presentations, etc.
- # of proposals
- # of deals won
- # of deals lost
I would suggest to have friendly competition and have fun with it. The sales person who makes the most calls, gets FREE ice cream for the day. Sales people are competitive, even if they just get the joy of bragging that they were the top Salesforce User
The more you track this information the better you can analyze your business but also measure your sales person’s efforts. This is a great area to show areas to improve on and grow your business.
Posted in Resources, Small Business Solutions, Technology
Salesforforce Implementation
Ok, You’ve made the investment on the best tool ever to manage your business. Now you need to get started. Keep in mind that the foundation of how you set up your Salesforce is crucial. Make sure you really understand your business processes and map them out in a way that a 7 year old can understand. Here are some tools that will help you with that.
Salesforce CRM getting started workbook
Now the next step is to get your Users on board and LOVING Salesforce.
Posted in Resources, Technology
Happy Thanksgiving!
Aloha!
Yes, another glorious day of food, friends and family. As you are finishing up your Thanksgiving meals and getting ready for the holiday season, please keep in mind our offer to donate 50% of any commissions made from links on this website go to YMCA of Honolulu.
Every little bit helps. If you would rather give donations to the YMCA, please make checks out to YMCA of Honolulu and let me know when I can come and pick it up. We are doing a team effort to raise funds for the cause. Currently, there is no online way to track cash/check donations for our team to get credit for it. Feel free to contact me via Facebook or Twitter as well.
Mahalo and we appreciate your support.
Posted in Personal Development
Thankful for….
This is the week of Thanksgiving and soon it will be time to enjoy family, friends, and relaxation. Get ready with your elastic pants for a full day of feasting on the multiple options for food that bring families together.
While you are enjoying the festivities, keep in mind that not everyone is as fortunate as you to enjoy the holiday as you are able to. Give EXTRA thanks to the people at the gas station that is there so you can gas up on your way to see your family. Or the grocery clerk that is there so you can pick up the last ingredient for your meal. Or the transportation people, pilot, bus driver, taxi driver, etc. that is helping you get to your destination. Don’t forget to tip these people or give a warm smile with a warm ‘Thank you’.
Every week I reflect of what I am thankful for. I am thankful for:
- People who have to work on this holiday and the job they do.
- Friends and family who are responsible, reliable, and willing to go the extra mile for the greater good.
- Mom’s pumpkin pie, ELASTIC pants, and leftovers
Please share your 3 things that you are thankful for. Even if you don’t share here, just thinking about it is a great start.
Happy Thanksgiving!!
Posted in Personal Development
Google+: How are you liking it?
So, I will share my experience with Google+. I see a lot of people loving it. It’s still a little quirky for me. I think I just need to get used to it. You know, different names of actions, different buttons, different functionality.
I noticed that Google+ pulled my contacts from my gmail into Google+ so I can invite them to join my Circles. I can’t really tell if they are already on Google+ or not until I choose a Circle and then the system tells me that I should invite them to join Google+, clever.
I’m still a Facebook fan, most of my networks are on there….of course, since it’s been around longer. I like how I can choose to seen my message to certain groups of people in Google+ and not all of my Friends in Facebook. How are you liking Google+? Pros? Cons?
Posted in Small Business Solutions, Technology
Thankful for…
With Thanksgiving around the corner, it’s time to thank about what you are thankful for and to show your appreciation. Share with us 3 things that you are thankful for. We are doing this every week to remind everyone to be thankful for……you fill in the blanks.
I am thankful for:
- Bringing the two organizations that I love so much together , Junior Achievement and SalesForce. I am implementing SalesForce in Junior Achievement Hawaii to streamline their business process and effectively have their team work virtually.
- Being apart of YMCA Honolulu’s 2012 fundraising event as a campaigner to raise funds.
- Sharing bacon-wrapped shrimp with out-of-town family. And Papa John’s pizza with friends to celebrate Veteran’s Day with kids running around.
Now take a moment to think about what you are thankful for and share with us.
Posted in Personal Development
Thankful for….
Be thankful and appreciative
Thanksgiving is coming around the corner and it’s a time of reflection and appreciation. What are YOU thankful for??
Share your thoughts and experiences. Take 10 minutes out of your busy life and think about what you are thankful for and share it with others. Please stretch your thinking beyond being thankful for friends, family, health and wealth. State 3 things your are thankful for today
- I am thankful for being in the U.S. for the holidays instead of Dominica, where I was last year. Of course, being out of the country, that country did not celebrate Thanksgiving. I was fortunate enough to spend Thanksgiving with my friends from Venezuela.
- I am thankful for health insurance so my husband can get his $10,000 prescription and we only had to pay $36.
- I am thankful for living in Hawaii and enjoying the holidays in WARM SUNNY weather instead of rainy cold weather.
Now it’s your turn You don’t have to share your thankfulness with others, although I do recommend it, but at least put some thought into it and you will be amazed of the results.
You don’t have to share your thankfulness with others, although I do recommend it, but at least put some thought into it and you will be amazed of the results.Posted in Personal Development
Capture Leads From Your Web Site using Web-to-Lead
Capture leads through your website with web-to-lead
Web-to-lead is the BEST thing ever created since sliced bread. You are able to collect data that a customer fills out on your website and it gets AUTOMATICALLY dropped into your back-end database (of course, I use SalesForce). This eliminates data entry, human error, and a quick response time to the the leads to sales reps or customer service reps.
Find out how to easily capture leads from your website using web-to-lead.
Posted in Resources, Technology
Don’t enter business cards again!
Alright fellow business owners, this is a MUST HAVE! I use this service through my iphone. Love it! Saves me so much time. Just CLICK-EDIT-SAVE. It’s that easy! It also gets backed up online. This will save you the tedious work of entering and keeping in contact with everyone that you have met. And YES, these contacts can get synced into Salesforce!
If you are not an iphone user, here is another alternative. Either way, don’t enter business cards again!
Posted in Resources, Small Business Solutions, Technology
