Showcase your Products Visually within Salesforce!

Posted by Cathy Boudreau on Aug 26, 2014 2:36:00 PM

Looking for a clever way that allows your Sales Reps to showcase your products on the go? The Product Catalog by Labs enables your reps and customers to browse and shop your projects with just a few taps.

Gone are the days of scrolling through your list of products with all that boring text. With this app, you can create a mobile-ready app that enhances your Products. Simply add an image and a short description to the product and now your reps and customers can scroll through product visuals and double-tap the product to add it to a Cart.

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Topics:, AppExchange

Data Migration for Salesforce

Posted by Cathy Boudreau on Aug 25, 2014 2:29:00 PM

CRM Data Migration isn't always easy.  Sometimes it can be a bit like going down a rabbit hole... you never quite know what you're getting into until you're in it.

Fortunately, our Salesforce Practice Director, Jay Rivard and Steve Chipman, the President of Lexnet Consulting Group sat down and discussed the ins and outs of data migration.  In this podcast, they discuss what goes into a CRM data migration, common issues and how best to prepare for a data migration. They also share some great tips on what it takes to have a successful data migration.  Areas of discussion include:

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Topics: CRM Implementation, Data Management

CRM Best Practices for Success!

Posted by Cathy Boudreau on Aug 22, 2014 7:06:00 AM

Have you just been put in charge of your company's CRM project? Whether you are launching a brand new implementation or revamping the one you have, there's no doubt that it can be a stressful job. You know a lot of time and energy will go into this project and you want to make sure you get it right.
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Topics: CRM Planning, CRM Best Practices, CRM Implementation

The Do's and Don'ts of Marketing Automation

Posted by Cathy Boudreau on Aug 20, 2014 10:52:00 AM

Marketing automation has become a sophisticated technology that can positively transform the way businesses communicate with their audiences. In addition, automation can also help to bridge the gap between sales and marketing teams, manifesting a collectively better understanding of lead generation efforts. Although, while many businesses benefit from automation, there still remains a great need for the human element.
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Topics: Marketing Automation

Wealth Management CRM Workflows - The Benefits of Automation

Posted by Cathy Boudreau on Aug 12, 2014 8:00:00 AM

The core principles of client relationship building are straightforward. Although, as these relationships become more complex - and the financial marketplace continues to competitively increase, wealth management firms need to embrace new ways of adding value and enhancing their services to sustain client loyalty.

To effectively manage today’s modern clientele, firms should consider the advantages of automated workflow that is integrated with the CRM system. These automated systems provide measurable services that can improve the firm’s overall productivity by freeing advisors from time-consuming administrative tasks. Essentially, with auto-tasking in place, advisors are able to refocus their resources on the needs of clients. And as a result, advisors gain greater transparency, consistency, accountability, scalability and efficiency - all of which directly impact a positive client experience.

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Topics: Collaboration, Wealth Management

8 CRM Features That Will Have The Most Impact for Your Organization

Posted by Cathy Boudreau on Aug 4, 2014 2:33:00 PM

A common assumption during CRM software selection is that businesses should leave this to decision to IT experts. However, since business process and technology must run in harmony together, it’s important to assess how the software and its features will support these processes.

So, whether the current effort involves shopping for a CRM software or simply looking to get more out of the system itself, here is a list of CRM features that businesses can't (and shouldn't) operate without.

Calendar Management

Keeping internal employees on top of tasks and appointments is one of the best management features natively found in most (if not all) CRM applications. There are individual as well as collaborative benefits, especially for businesses who need to share activity information across the department(s). Plus, the documentation of activity history allows the business to keep track of all touchpoints with customers.

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Topics: CRM Planning, CRM

Update your Salesforce data inside of Microsoft Excel!

Posted by Cathy Boudreau on Jul 31, 2014 11:45:00 AM

We are always searching the AppExchange for handy apps that can help make our clients job's easier.  We recently came across the Enabler for Excel and we have to say, it's worth sharing.

The Enabler for Excel is a Microsoft Excel add-on that allows you to perform mass updates, inserts and deletes. You can do this all within Excel and makes data work much easier than using the Data Loader. You can run a Salesforce report out to Excel, make data changes in Excel and seamlessly push it back to Salesforce.

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Topics: Data Management, AppExchange

5 Reasons Wealth Management Firms Need a CRM Strategy

Posted by Cathy Boudreau on Jul 29, 2014 11:30:00 AM


The competitive financial marketplace creates an imperative need for quality client service. And, the application of CRM technology has not only helped improve this demand for service quality, it has also lead clients to expect higher levels of personalized service from their financial advisor. Still, many wealth management firms are reluctant to adopt CRM due to the perceived high-risk.

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Topics: CRM Planning, Wealth Management

Secrets of Inbound Marketing Automation

Posted by Cathy Boudreau on Jul 23, 2014 8:15:00 AM

It’s not wise to “wing” marketing automation. Yes, there’s a priority to select the right tool, but it’s equally as, if not more, important to have a plan. Because marketing automation goes far beyond the selection and implementation of a software, marketers must prioritize the development of an automation strategy and continually maintain it moving forward. Done right, inbound marketing automation can be affordable, generate high quality leads and can be very easy to measure.

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Topics: Inbound Marketing

Gmail vs. Outlook and Salesforce Integration

Posted by Cathy Boudreau on Jul 21, 2014 1:40:00 PM

Bill Goulette, our Salesforce Practice Director of Mid-Market and Commercial, chats with Steve Chipman, President of Lexnet CRM, to discuss the pros and cons of Gmail vs. Outlook and Salesforce integration.

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Topics: CRM, AppExchange

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