SalesforceUser.com

So, are you lost? Feeling like you can’t figure out how to do anything? Are you wondering how you are ever going to get through the day?

Well fear not! It is a little know fact that there are several self paced training sessions on Salesforce, and if you are enterprising enough, you can get in there and figure out stuff all by your lonesome. They are a bit quick, but they will certainly point you in the right direction when it comes to figuring out the questions you need to ask.

How do I get to these fine little packets of self help goodness you ask? Well, its easy. Lets look below the fold shall we… Continue Reading »

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Great article over on Thoughts on Salesforce.com. This discussion revolves around understanding the structure of that confusing blog of text in the address bar, the Salesforce URL. So why is this important?

Well, when you get into the more advanced tips and tricks (and we will) understanding whats going on with the URL is key. From the URL we learn alot about what kind of data we are looking at in Salesforce. Armed with that information we can do things like pre-canned parameter reporting and other neat tricks. This information helps us solve a major problem, and I think the folks at Thoughts on Salesforce.com say it best.

Of course creating a quick launch button requires understanding Salesforce.com’s URL structure because Salesforce.com in their infinte wisdom has decided that Professional and Team customers are second class and don’t need access to the API because we are just not sophisticated enough to need it. (Sorry there if my sarcasm there is just a bit too obvious.)

Check out the article, its very interesting.

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I spent several years as what I would call an “Outside Salesperson”. My job meant I spent my days on the road, meeting customers and trying to close business. So, in order to be successful, I spent my morning having that first cup of coffee and reviewing my plans for the day. Those plans start with the Home Tab, and so thats where we’ll start today.

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I am a big fan of Gitomer.

One of his many sayings (and I do mean many) refers to the idea that if you are going to be great in Sales (with a capital “S”), then there are certain things you need to do in order to be successful. If I might quote:

“You can only earn a commision using a sales technique, but you can earn a fortune building friendships and relationships.” -Jeffery Gitomer, The Sales Bible: The Ultimate Sales Resource, Revised Edition

And really, when you get down to it, Salesforce is just a simple (and perhaps complicated at times) tool for helping you maintain and manage those important relationships. And if you dig even further, as salespeople, we deal with a LOT of different relationships. Keeping track of those relationships can be really hard. I know when I started, I juggled a lot of different pieces of paper, day planners, business cards, presentation materials, to do lists, etc., etc., etc.

Well, Salesforce can help us make this process easier, and smoother. With the help of this tool, we can manage one of the most valuable commodities we own as a sales team, INFORMATION, and use it to our advantage.

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Welcome to my new blog for the users of Salesforce. I have been using Salesforce for some time now. During my time using the Salesforce CRM, I have been a salesperson, salesmanager and site administrator. Because the cost of implemintation for my organization was so high, we did not have the opportunity to get training of any sort. Because of this, it fell upon me to learn the tools and pass that knowledge on to our inside and field sales personel.

In the course of learning Salesforce, I came to realize that something was missing out there. I thought that a resource was needed for everyday users to learn the ins and outs of Salesforce. I wanted easy to understand realworld examples that would help me improve my organizations best practices. This site is the result of that desire. In the future I expect to be posting my lessons, examples, thoughts and opinions on a variety of topics. I hope you will join me in learning together.

I welcome your comments and opinions, so lets get started!

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