Technology

It's hard to generate enthusiasm for record management systems! It does not help that people still equate them to handling physical documents, perhaps memories of their "To Be Filed" tray and the loathsome task of emptying it. The annoying aspects of physical filing in bulk are: refamiliarizing yourself with documents you have already read - just to file them rifling throu ...

So you want to integrate with Salesforce! This usually means you have outside data you want in Salesforce, or Salesforce data you want out, or both. Interestingly, there are two ways to get stuff in and two ways to get stuff out, and some ways can be better than others. To get data out of Salesforce, for example, I can be in Salesforce and push it out, or be outside Salesforce ...

Every record in your database should be CRATA - Complete, Relevant, Accurate, Timely, and Accessible. I've always been intrigued by what "Timely" really means, bottom line it always comes down to when stuff happens!  Synchronous Synchronous communication is the real-time interaction between two endpoints. In the human world, this is like a conversation, or online meeting usin ...

Sales is a confidence game! Confidence is knowing your products and services and knowing your target prospect. Confidence does lead to more sales. This article looks at how to understand your prospect better. To illustrate the learning process, we use Sitecore CMS, Salesforce CRM, and FuseIT’s S4S integration as example technologies. Traditional Research When it comes to lea ...

Let's look at what a web form should ultimately be, ignoring the technicalities. First, the usual suspects: Clear form labeling so visitors know what they are being asked for As few fields as possible to encourage them to complete the form First name field so you can respond at a personal level  Contact field, usually email address Details field for ad-hoc information A ...

What if we could integrate everything! Well, not exactly everything but integrate the essential software that every enterprise should be using. According to Gartner, the likely candidates are:  Sitecore CMS: Leader in the Digital Experience Platforms quadrant Salesforce CRM: Leader in the CRM Customer Engagement Center quadrant Salesforce Marketing Cloud: Leader in the Dig ...

A visitor on your website is mesmerized by your web content and excitedly completes a lead form or phones your sales or support team. They almost certainly have the "I want it now" or "I want an answer" mindset and, from a sales perspective, are about as 'hot' as they will get. So what tools and processes exist to take advantage of this key moment in the sales cycle? As it turn ...

The decision by Salesforce to host its services in Australia has led to an upsurge of interest from government departments who can now be satisfied their data is not being stored offshore. Salesforce is appealing for many reasons including powerful workflow and reporting features all wrapped up in an intuitive web interface. It is easy to see why Salesforce is the world's leadi ...

Creating leads in Salesforce from Sitecore web forms sounds simple until you really start thinking about it! To save a lot of effort, you need clear business rules around lead creation before you start developing a solution. So, you have a simple web form, maybe with the following fields: First name text box Last name text box Email address text box Area of interest drop ...

You could easily argue that Sitecore and Salesforce are individually the best of the best in their respective fields.  Sitecore: The ultimate website technology to attract and fascinate prospects with your amazing products (or services) Salesforce: The complete set of tools to interact with and sell to prospects and retain them when they are customers But from this, it i ...