Thursday, October 5th, 2006
Daily Archive
Daily Archive
Posted by Peter Mitton on 05 Oct 2006 | Tagged as: General, Administrators
Scott over at Arrowpoint Products and Perspectives on Salesforce.com has relased a new AppExchange application. Looking it over, I would think of it as a bit of a mix between a FAQ and a Wiki. In Scott’s words.
The Info Center was developed to fill a common need. During a rollout, users typically go through well constructed training sessions and will usually walk away with training materials, quick reference guides, etc. However, once the system has been in production for a while, people rarely ever reference that material again. When people have questions, the answers can be hard to find in the training materials. Training materials are typically not organized to answer specific questions that arise.
This is a problem we would frequently run into, and I have often thought that the Salesforce document solution wasn’t very strong in its basic implimentation. This is something I am going to have to play with. You can read more here and here.
Posted by Peter Mitton on 05 Oct 2006 | Tagged as: General, Sales Process, User
In part 1 of this series, we outlined the concept that the start of our sales day as an “Outside Salesperson” starts on the Home Tab of Salesforce . As you could see in that article, the Home Tab was looking pretty sparse. In fact, it is down right empty!
Thats no good! Our managers are looking at their sales metrics and saying “What the heck is Peter doing?” and “Why isn’t Peter scheduled to make calls?” and most importantly, “Why do I keep this guy around as a Salesperson?”. These are questions we don’t want our bosses to ask us. As Salespeople, the only time we want to hear from our boss is when he or she is telling us how great we are and how they are planning on increasing our comission rate. Verbal reports are for “Old Style” sales organizations. This is the age of the computer! This is the age of “pulling data” rather than “pushing data”. In a word, we need to do some CALL PLANNING.