Email Template for Salesforce.com/Google Integration

Posted on April 14, 2008 by lkao

Thanks go to Steve Andersen who works for ONE/Northwest and runs the gokubi.com website, for contributing a helpful email template for clients (and that can be modified for in-house users). This tells people about Salesforce.com’s Salesforce for Google Apps functionality, which was officially announced today.

What is Salesforce for Google Apps? Read the template for a great breakdown of the possibilities for your business:

Hi {!Contact.FirstName},

Salesforce has a Google Apps integration that is available at no charge: http://www.salesforce.com/products/google/apps/

Since you are currently using Google Apps I would suggest taking a look at what’s involved.

Posted in Non-Profit / Foundation, Salesforce.com - General | Comments Off on Email Template for Salesforce.com/Google Integration

Opting Out Contacts and Opt Out Leads, Too

Posted on February 11, 2008 by lkao

At the recent Salesforce.com San Francisco User Group meeting, presenter Tricia Reilly of Bluebird Marketing gave a good Marketing tip to a pervasive “by design, not a bug” type of problem that have plagued folks that have to send mass emails out to Contacts.

“Have you ever had someone respond to an email marketing piece asking you to remove them from your list and complaining that they’d asked to opt-out numerous times, only to look them up in salesforce.com and find out that their opt-out box is ticked?” Tricia writes.

Posted in Marketing | Comments Off on Opting Out Contacts and Opt Out Leads, Too

Salesforce.com For Dummies – 3rd Edition

Posted on January 14, 2008 by lkao

I’m preparing to update the latest edition of Salesforce.com For Dummies. It’s been a while since the last one, and the product(s) have gained a lot more muscle. The book will still be targeted to the new, non-technical user to Salesforce, which means I must continue to focus on the most fundamental parts of the products.  It’s been great to see the product suite continue to evolve in sophistication – that just makes my job harder because there are so many productivity-enhancing features to write about! But I’d love to get feedback from any new Salesforce users that stumble here. What is your biggest challenge with learning the products? What in the book has been the most helpful to you? What do you wish was covered? (When you answer, please help out the discussion by noting what Salesforce version you’re using, your experience with the application, and how your company is using it.)

Posted in Salesforce.com - General | 6 Comments

Successforce Site Down?

Posted on January 13, 2008 by lkao

In an attempt to maintain work/life balance over the weekend, I think the Successforce web site is down. Anyone else able to access it?

Successforce - Server Too Busy?

Update: It’s back up now. Maybe all work- and business-related sites should be inaccessible over the weekend so us Internet addicts get a break. 😉

Posted in Salesforce.com - General | 1 Comment