Quit Using Excel to Run Your Energy Business

By | 2017-04-06T00:00:37+00:00 February 23rd, 2015|Is Salesforce Right for My Business?|

Countless businesses in the energy sector still count on Excel to manage their sales, service and operations. In today’s competitive world, however, that likely leads to missed sales opportunities; invoicing and payment delays; inefficient scheduling; customer service issues and lower profit margins. Whether you’re an OEM, service provider, independent power producer or oil and gas [...]

5 Signs You Need a New CRM

By | 2017-04-06T00:04:56+00:00 February 9th, 2015|Is Salesforce Right for My Business?|

Continuous improvement is the hallmark of any successful business. And with rapidly advancing technology, you might feel like you’re always in the process of upgrading your systems. With that comes change in processes and sometimes departmental structure and responsibilities. It’s no easy feat. However, in order to improve profitability and boost the bottom line, it’s [...]

10 Tips for Choosing the Right Sales and Marketing Software

By | 2017-04-06T00:06:30+00:00 February 5th, 2015|Is Salesforce Right for My Business?|

Sales and marketing software has rapidly advanced in the past few years. Now more than ever, you need the right software that will help your teams engage better with customers and prospects. Competition is fierce and providing top-notch service relies on a 360-degree view of your customer. We put together the top tips for choosing [...]

Why Salesforce is the Best Value for Your Money

By | 2017-04-06T00:09:01+00:00 February 2nd, 2015|Is Salesforce Right for My Business?, Salesforce Tips and Tricks|

When considering a new software system for your business, pricing no doubt weighs heavy on your decision. And if you’re shopping around for a new CRM, the sticker price of Salesforce may surprise you. However, there's a reason why it is the world’s No. 1 CRM — it carries the best value. But you have [...]

Platform Options for Mobile App Development

By | 2017-04-06T00:12:49+00:00 December 18th, 2014|Is Salesforce Right for My Business?, Salesforce Tips and Tricks|

If you’re looking to create a mobile app for your business, it’s important to know your development options. For years, there’s been an ongoing debate about whether it’s better to build an app using native code, or a cross-platform code like HTML5. More commonly now, companies are side-stepping that debate and going for the approach [...]

12 FAQs about Salesforce for Field Services Companies

By | 2017-04-06T00:14:27+00:00 December 16th, 2014|Is Salesforce Right for My Business?|

Implementing new technology to increase efficiency, facilitate growth, reduce paperwork and other improvements is a top priority for many field service companies. In fact, 74 percent of more than 400 field service businesses surveyed by Software Advice, a field service software research site, reported they wanted to implement new technology in three months or less. Yet, [...]

3 Big Reasons to Choose Salesforce for Your Business

By | 2017-04-06T00:21:52+00:00 November 17th, 2014|Is Salesforce Right for My Business?|

According to a report by Software Advice a whopping 54 percent of field services businesses report they still use manual methods to organize their operations, including, paper, whiteboards, Excel and Quickbooks. Although the report specifically surveyed HVAC, cleaning services, pest control, plumbing, security and other types of facility service providers, this problem isn’t unique to this [...]

Introduction to Salesforce: How to Use Salesforce to Manage Sales

By | 2017-04-06T22:25:57+00:00 June 24th, 2014|Is Salesforce Right for My Business?, Salesforce Tips and Tricks|

Over the past few years, Salesforce has emerged as one of the most widely recognized and talked about customer relationship management (CRM) cloud software systems. For those of you still stuck using spreadsheets and other ad hoc systems to manage sales, however, the idea of a cloud CRM like Salesforce may be a new concept. [...]

Top 5 Internet of Things Examples

By | 2017-05-24T14:18:26+00:00 June 10th, 2014|Is Salesforce Right for My Business?, Salesforce Tips and Tricks|

In the past couple weeks, we have discussed what the Internet of Things is - a colossal cloud tech movement that is slowly but steadily sneaking its way into our daily routines. Lindsay Corporation’s FieldNET® mobile, for example, allows growers to run intricate irrigation systems directly from their smartphones. And, Information Data Technologies’ Harmony Cloud [...]

Top Benefits of Salesforce for Field Services

By | 2017-04-06T22:54:09+00:00 May 14th, 2014|Is Salesforce Right for My Business?|

Modernizing sales, service and marketing technology has become a key goal of field service-based businesses such as HVAC, lighting, janitorial, pest management and other companies.  Many of these types of businesses have old or non-existent customer relationship management (CRM) systems. But, as customer data continues to grow, and businesses must continually find ways to stay [...]