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Seven Reasons, Part 4 (of 4): Dynamic Record Allocator

Welcome to the Apprivo Seven Reasons series. For the next few weeks, I’ll hone in on a specific Apprivo product and provide 7 reasons why it delivers unrivaled Salesforce enhancements and business results. Why 7? Because I’m feeling lucky.

Our topic today—Apprivo Dynamic Record Allocator.

#7 You can accelerate record allocation

When it comes to automating record assignment, many businesses put all their attention on front-end allocation rules. But most don’t consider what actions to take if records are not acted on by the assignee or how to allocate between different types of users. With Apprivo Dynamic Record Allocator, these … Continue Reading

Seven Reasons, Part 3 (of 4): Portal Publisher

Welcome to part 3 of the Apprivo Seven Reasons series. For the next few weeks, I’ll hone in on a specific Apprivo product and provide 7 reasons why it delivers unrivaled Salesforce enhancements and business results. Why 7? Because my laptop battery will die before I get to 10.

Our topic today—Apprivo Portal Publisher

#7 You can keep content so fresh and so clean (clean)

Salesforce Portals can’t realize their full potential if they’re filled with out-of-date information. Apprivo Portal Publisher gives you the tools to make sure your content is always fresh.

#6 You can do it all by yourself

Continue Reading

Seven Reasons, Part 2 (of 4): Multi-Tier Visibility

Welcome to part 2 of the Apprivo Seven Reasons series. For the next few weeks, I’ll hone in on a specific Apprivo product and provide 7 reasons why it delivers unrivaled Salesforce enhancements and business results. Why 7? Because a fortune cookie told me to.

Our topic today — Apprivo Multi-Tier Visibility.

#7 You can stop, collaborate and listen

The native Salesforce Partner Portal sharing model is a great tool for providing better visibility to your partners. But sometimes it can be difficult for partner companies to share information between headquarters and regional locations. And it’s impossible for resellers and … Continue Reading

Seven Reasons, Part 1 (of 4): Apprivo Dynamic Public Groups

Welcome to the Apprivo Seven Reasons series. For the next few weeks, I’ll hone in on a specific Apprivo product and provide 7 reasons why it delivers unrivaled Salesforce enhancements and business results. Why 7? Because top 10 lists are so last year.

Our topic today—Apprivo Dynamic Public Groups.

#7 You can share without the scare

While sharing information with your employees, partners, and customers is an important Salesforce capability, you can’t risk sharing the wrong information with the wrong people. With Apprivo Dynamic Public Groups, you won’t have to.

#6 You can manage without the…head bandage…

Manual Public Group management can … Continue Reading

Ready, set, implement!

Have you ever given yourself 30 days to finish something? How about burning off those last five pounds before swimsuit season? Polishing off that screenplay that’s been in your bottom desk drawer since 1995?  Breaking the Guinness World Record for most consecutive pogo stick jumps?

How about properly and efficiently implementing Salesforce CRM, Salesforce PRM, or Salesforce Service and Support across your entire business?

Apprivo Quick Starts let you do just that, getting your business up and running in less than 30 days.

But we don’t just turn it on and leave you hanging. We handle everything, from an initial review of your … Continue Reading

Portals: To build or to buy?

Building customer and partner portals in-house is a lot like that model airplane project you started with Dad—it seemed like a good idea at the time, but was ultimately a lot more work and less fun than either of you expected.

A recent IDC study, which you can read in full here, found that participants experienced five key benefits when building custom enterprise applications on the Force.com platform, compared to traditional in-house development. Continue Reading

Your gut is good. Apprivo Special Pricing is better.

Think fast! One of your sales reps or channel partners sends you a special pricing request at the eleventh hour. There’s no time to do any research into how this will impact your business, and this is a must-win deal. Time to go with your gut, right?

Well—don’t get me wrong. It isn’t that I doubt the abilities of your gut. In fact, I’m confident that your gut has made a lot of great decisions in the past. But there is a more reliable—not to mention defensible—solution that you might want to try.

Apprivo Special Pricing provides the transparency you … Continue Reading

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