Resources
(Click links)
Intellicore Design Presentations
Social CRM - The integration of social media with traditional CRM
Social CRM (SCRM), sometimes known as CRM 2.0, goes beyond traditional CRM to incorporate social media into the capture of customer relationship information.
A SCRM tool set is intended to help folks within a company deepen their business relationships collecting actionable intelligence from your social channels to help propel your business.
Online Social Networking - Strategies for Success
Building and expanding your personal online presence through social media.
This is from a presentation Kathy Herrmann gave to the Fairfax County (VA) Chamber of Commerce, NextGen Program.
Intellicore Design Webinars
Customer Service Automation 101
Learn Salesforce.com tips for effective and efficient service management. Covered topics include Salesforce customer service functionality and benefits, as well as workflow practices. Ideal for Customer Service management.
This presentation is now available via Pathlight Solutions.
Tips for Successful Salesforce.com Implementations
Learn how to manage change relative to Salesforce.com implementations. Geared towards business leaders who need to oversee usage of Salesforce.com or Force.com applications.
This presentation is now available via Pathlight Solutions.
Salesforce.com Webinars
(Provided courtesy of Salesforce.com)
The Service Cloud is the Salesforce platform for customer service. It allows you to tap into the power of customer conversations on Twitter, Facebook, or on other web communities and allows you to be part of those conversations. Watch the demo to see how it works.
Aligning Sales and Marketing
In an ideal situation, marketing and sales would operate hand-in-hand, yet these two departments are often at odds. Hear from salesforce.com customers and internal salesforce.com teams how to leverage Salesforce CRM to bridge the gap between these two departments and increase marketing effectiveness for your sales organization.
Best Practices for Channel Partner Collaboration - Dreambuilder
In this webinar you have the chance to hear Peter Andrews, President of Dreambuilder Investments, explain how he grew his business by streamlining channel partner processes—with Salesforce Partner Portal, the easy to use and customize software-as-a-service solution.
Lead Management 101
Do you understand your entire lead lifecycle? This session features best practices for lead management, such as how to route leads to the right sales teams, build effective qualification and conversion processes, capitalize on workflow automation, and plenty more.
Templates
User Experience Document template
Use this template to help you structure your requirements for your user experience for your software solution. You can then pass the completed document over to your friendly, neighborhood IT folks to translate it into technical requirements.
The template is now available as part of our Tips for Successful Salesforce.com Implementation workshop.