Sales Force Automation

Welcome to the 'Sales Force Automation' tag page at Technorati. This page features content from the farthest reaches of the Blogosphere that authors have "tagged" with 'Sales Force Automation'.

Latest blogosphere posts tagged “Sales Force Automation”

• Fix forecast category order in stacked column revenue graphs

  
  Salesforce IdeaExchange — Authority: 133
  In the May 2009 release, SFDC implemented changes to the reporting engine. Most of these changes were for the better, but they did break the ability to do some basic graph concepts - in this case, a graph showing revenue by forecast category over time. These graphs are a staple of business reporting. Time on the X ...
  4 days ago

• Make "Owner Id" Look up fields available for formulas

  
  Salesforce IdeaExchange — Authority: 133
  It is great to have the cross object look up feature in the formulas and validaiton rules. But the look up fields are not avaiable for Owner ID, even thoough lookup fields are available for similar "user" fields like created by/ modified by.
  1 week ago

• Sales force automation provides no competitive advantage.

  
  Michael Maoz — Authority: 110
  Watching the fortunes of the Fortune 500 gyrate in the chaotic machinations of world trade, you have to wonder if there is any advantage to investing in only one leg of a customer strategy. The biggest names in software have been touting sales force automation (SFA) applications for years, and one of the fastest ...
  1 week ago

• Custom Reports - One Parent, Multiple Children

  
  Salesforce IdeaExchange — Authority: 133
  Sometimes when reporting, wed like to be able to report on a parent object and multiple child objects, rather than straight down the parent-child-grandchild chain. In our company, child contracts are produced from parents opportunities. Our finance team want to be able to look at the contracts and the Opportunity ...
  1 week ago

• Ability to Customize Account Hierarchy View

  
  Salesforce IdeaExchange — Authority: 133
  I like that you can view a parent account, click on "account heirarchy" and see all the child accounts that sit under that parent account. What I dont like is that there is no ability to customize that view. Currently, the Account Heirarchy displays the Account Name, Site, Type, Industry, Billing City, Billing ...
  1 week ago

• How Are CRM and Marketing Automation Different?

  
  LeadSloth on Marketing Automation — Authority: 92
  Last week I presented a session at Silverpop’s B2B Marketing University in Atlanta. In addition to Marketing Automation, there were two big topics: Social Media and CRM. I will write about Social Media some other time, and focus on CRM in this post. Many attendees were confused by CRM vendors claiming to offer ...
  1 week ago

• Pop Up Help Text for Dashboard Components

  
  Salesforce IdeaExchange — Authority: 133
  It would be REALLY nice to be able to deploy Pop Up Help Text for dashboard components. This feature would go along the theme increase the ease of use of the sfdc deployment, which of course increases adoption and ultimately success. A simple text box on the dashboard component that admins can fill out would ...
  1 week ago

• Sales force automation tools are just that: tools.

  
  Michael Maoz — Authority: 110
  Thankfully, one of the flights I was on last week was mercifully short; otherwise the negative yammering of the two sales executives behind me would have possibly sent me over the edge.  Each gentleman (I must be kind) was a regional sales manager for an engineering firm. One was going on and on about an underling ...
  2 weeks ago

• Allow Record Name to be formula field while allowing autonumber

  
  Salesforce IdeaExchange — Authority: 133
  So I was creating a custom object today, and once again found myself in the dilemma - do I make the record object an autonumber or a text field? If I make it a text field, I have to trust that my users are going to stick to the naming conventions in place, but often they dont. If I make it an autonumber field, ...
  2 weeks ago

• Software as a Service Sales Force Automation Prices Are Eroding

  
  Robert DeSisto — Authority: 92
  Will Software as a Service or Cloud Computing erode prices in business application markets? If sales force automation is an indicator the answer is yes. Just this week Microsoft announced both a price cut and special promotion for its Microsoft CRM Dynamics Online offering. (see Gartner Research Note – Microsoft ...
  3 weeks ago

• Zed-Axis Technologies Introduces its Repair Management Solution (RMS) in Software as a Service (SaaS) Model

  
  PR Friend Press Releases — Authority: 160
  New Delhi – Zed-Axis Technologies, a global IT solutions Company based out in New Delhi, India, gains a sharper competitive edge by announcing the release of its Repair Management Solution in Software as a Service (SaaS) model. After the successful implementation of their customized Repair Management System for ...
  3 weeks ago

• Strategic Options With CRM Software

  
  Sandro Salsi's Blog — Authority: 137
  You may have heard that CRM software, which stands for customer relationship management, is the secret weapon of successful enterprises or that companies are using CRM systems to manage their clients, record data, cut costs, avoid mistakes and focus their marketing efforts. What you may not have heard is that most ...
  4 weeks ago

• Reports: Custom Summary Formulas returning Text

  
  Salesforce IdeaExchange — Authority: 133
  When creating Custom Reports, it would be very useful to have Custom Summary Formulas returning Text (besides Number, Date or Currency). It would avoid increasing the number of Custom Fields by adding a Formula Field to get information that is only needed for Reporting purpose. It would also allow to work with ...
  4 weeks ago

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