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Professional or Enterprise Edition: How to Choose?

Recently I was in a sales cycle with a prospect that had already made the decision to use Salesforce for their 20 sales people, but was unsure about which version of Salesforce they needed based on their business requirements.

They were trying to decide between the Professional and Enterprise Editions. They felt that their needs were basic and were therefore inclined towards the Professional Edition. At a high level they needed:
•    Basic lead and opportunity management
•    Account and contact management
•    Reporting and dashboards

They asked me as the implementation partner which factors they should consider in their selection.

My advice was to approach … Continue Reading

Why Migrate from BLUEROADS to Salesforce?

You’ve got to give credit where credit is due. A few years back, BLUEROADS did a good job of selling its standalone deal registration and channel lead management system to high-tech vendors.  But times are changing. Companies are looking for economies of scale and managing a system for indirect sales and another for direct just doesn’t … Continue Reading