There must have been many times when you have wanted to collaborate on a project or include others on a conversation to get their input, but ran into roadblocks such as limited email, outside suppliers or unsecured instant messaging. This is the “collaboration gap”, and it has wasted lots of time and money. Here are a few typical scenarios….any look familiar? “I need an approval for this image and then I can send out this email campaign. The Sales Manager is anxious to get this out so that his sales team can start pursuing these leads. Once I get the image approved I need to check with Accounting to make sure we are up to date on our subscription to the image supplier. I wish there was a way to keep all these project centered conversations together and everyone who is interested informed on the progress.”
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In our blog, you’ll find helpful and informative posts dedicated to improving CRM performance and usability. Our topics include deep dives on the technical aspects of CRMs like searching and data quality. You’ll also find insightful posts about user productivity and adoption.
Many of you have asked for the ability to mass update fields within CRM On Demand, above the 50-field limitation. And you'd like to schedule these changes at off-peak hours. Some users have had to export data into a spreadsheet, manually update it, and then re-import it, which is time-consuming and prone to errors. Users need an easy way to switch all the Accounts owned by a sales rep to a new one. Or update the same field for a whole slew of Opportunities, instead of one at a time. Users have also requested the need for picklist options to ensure that data integrity is maintained by forcing a user to select only those options that are valid.