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

Quiz time. You want to minimize channel conflict and improve sales alignment. What’s the best way to do that?

If you answered “Named Accounts,” then you’re absolutely right.

But named accounts aren’t a native feature of Salesforce. That means, in order to use named accounts, you’ll have to develop distinct lead assignment rules for every desired account. Even with a medium volume of accounts, this process will quickly become unmanageable.

Quiz time, part two. Is there an easier, more manageable way to apply a named accounts approach to Salesforce?

If you said “Yes,” well, don’t be too proud of yourself—it was a 50/50 shot.

With … Continue Reading

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