11 Salesforce Public Knowledge Base Setup Tips

Posted by Steve Chipman on Nov 21, 2014 11:17:00 AM

With the Winter ’14 release, salesforce.com reduced the pricing for internal company use of Salesforce Knowledge. As of the release, Salesforce users no longer need a Knowledge User license to read Knowledge Articles. Customers now only need to pay an annual Knowledge User fee for users who need to create and edit Knowledge Articles.

Since economics dictates that this will likely increase customer adoption of Salesforce Knowledge for internal use, it’s also possible that more customers will discover the Salesforce Public Knowledge Base (PKB). As its name implies, this form of the Knowledge Base is fully public, with no login required to access Articles.

Salesforce.com has given customers a huge jump start toward setting up a PKB by releasing an AppExchange app called Public Knowledge for Mobile, Web and Facebook – version 3.

Here are 11 tips for setting up a Salesforce Public Knowledge Base on your company’s org.

Read More

Topics: CRM Best Practices, Salesforce.com

CRM Budgeting - Contracting a CRM Partner

Posted by Cathy Boudreau on Nov 20, 2014 6:22:00 AM

CRM budgeting is the most productive practice to ensure your investment actually provides a positive financial return. Working with a CRM partner can make the difference when it comes to ROI longevity. However, it is very easy to cut out costs or avoid spending money on outside resources, which can easily lead to implementation failure because the underfunded system doesn’t fit the business needs. Even though some may still calculate that it’s too expensive - or unnecessary -  to hire a partner, these experts have actually proven their value in cost savings more often than not.

Let’s take a look at some of the areas where CRM partners provide cost savings.

Project Preparation

Read More

Topics: CRM Best Practices, CRM Implementation, CRM

Salesforce Tip: Use Action Plans to schedule repetitive tasks

Posted by Cathy Boudreau on Nov 19, 2014 3:05:00 PM

Do you or any of your team members have repetitive action items that requires scheduling the same series of tasks for different contacts? Action Plans by Salesforce Labs lets you create reusable task templates which helps to standardize the process and promote best practices at your organization while saving time and increasing productivity.

Read More

Topics: CRM Best Practices, Salesforce.com

Managing Client Data with Wealth Management CRM

Posted by Holly Rountree on Nov 13, 2014 8:00:00 AM

Managing client data with Wealth Management CRM is an essential operation that can help alleviate the burden of time consuming tasks, allowing for more opportunities to further develop the firm’s most valuable relationships. Although, some advisors still feel they do not have enough time to maintain their daily routines while continuing to service all their clients. Especially as workloads increase, managing client data should not add stress to this persistent challenge.

Let’s look at how managing client data in the CRM positively improves a firm’s relationships with their clients.

Read More

Topics: Data Management, Wealth Management

Salesforce Email-to-Case Setup

Posted by Steve Chipman on Nov 12, 2014 11:15:00 AM

If you get a lot of emails sent to your support@company.com address and are currently managing customer issues via email folders and internal email distribution, Salesforce can help you to better manage the inbound and outbound flow of email communication related to these customer issues.

Read More

Topics: CRM Best Practices, Salesforce.com

9 Custom Salesforce Email Template Best Practices

Posted by Steve Chipman on Nov 6, 2014 3:02:00 PM

It’s easy to set up a Salesforce email template in order to send mass emails to Leads and Contacts. However, since Salesforce has a limit of 1,000 emails per day, as well as a per send limit of 250 for Professional Edition and 500 for Enterprise Edition, this mass email capability is best suited to highly targeted communications with a select group of Leads or Contacts – usually a very warm audience. Below are nine best practices for ensuring that your mass email stands out from the crowd.

The Use of Custom Salesforce Email Templates

Setting up a Custom Salesforce email template takes a little more time than setting up a text or HTML letterhead template, but a Custom template provides much more flexibility than the other two options. In addition, the output of Custom templates is easier to read on mobile devices such as iPhone and Android-based phones than text or HTML letterhead based templates.

If you don’t have any experience using HTML tags, it’s worth spending the time to learn about some of the basic tags. w3schools.com is an excellent resource.  The tag that you’ll use the most is the <p> tag, which will separate your body text into paragraphs.

To create a Custom template, select the Custom (without using Letterhead) radio button in the following screen.

Read More

Topics: CRM Best Practices, Salesforce.com

What To Do When Your CRM System Isn't Working - 4 Tips

Posted by Staff Writer on Nov 5, 2014 11:33:00 AM

A CRM system is only as good as the data put into it. Meaning, even the best can CRMs can fail to operate effectively due to poor use, mismanagement, or inaccurate data. More often than not, when CRM systems aren’t working, it is generally due to neglect of the system or a lack of standard internal processes.

Read More

Marketing for Wealth Management CRM

Posted by Staff Writer on Oct 30, 2014 1:50:00 PM

Many wealth management firms face huge challenges to update their marketing strategies and tactics. Especially in our technology-driven world, how can wealth advisors successfully attract new clients and retain existing ones with CRM?

Read More

Topics: Marketing Automation, Wealth Management

Salesforce Tip: Microsoft Excel tool that makes data clean-up easier

Posted by Cathy Boudreau on Oct 28, 2014 2:47:00 PM

A Salesforce data import or data update can be a tricky task -- regardless of whether you do it yourself or hire a consultant. Especially when you have a spreadsheet full of data where it's in ALL CAPS or lowercase. Usually that means a sizeable clean up project.

Read More

Topics: Data Management, Salesforce.com

How to Create a Successful CRM Project Budget

Posted by Staff Writer on Oct 24, 2014 7:41:00 AM

A CRM investment involves more than simply purchasing a software. Thoughtful preparation and long-term budgeting truly is what differentiates successful CRM projects from those that go awry.

Equally as important as the budget is your CRM project plan, which will help determine the weight of various budget line items. Begin by listing all the requirements and prioritize them. If funding and resources are tight, then focus on the main pain points to avoid spending  money on features that are just “nice to have.”

Read More

Topics: CRM Best Practices, CRM

About the CRM Insights Blog

CRM Insights Blog shares practical tips, trends, thoughts, links, ideas and tools for successful CRM today.

Subscribe by Email