Author: Patrick "iTZKooPA" Mulhern

Revenova TMS: Making Cloud-based Shipping a Thing

When I was still being schooled by professors in stuffy rooms I heard an adage quite a few times on my way to an MBA. It went something like ‘the least sexy businesses can be the most profitable.’ The point these professors were trying to make is that glamor often begets more competition, which will eat into your profit. Enter in the shipping industry, as old as trade itself. Moving stuff around has been maximized by now, right? That same belief was held in the 1980s until the unprecedented rise of standardized shipping containers. Revenova believes we’re in another state of disruption bringing its multi-modal transportation management system to the cloud.

Revenova TSM is a fully native force.com solution that the firm labels as “shipping made easy”. That’s and unqualified statement. The easy is for all departments, sales, customer service and, naturally, the shipping department itself. Revenova TSM was built with every type of company in mind, from shippers to third-party logistics companies (3PL).

SpringCM Document Managing Covers Marketing, Contract & Much More

SpringCM built its entire suite of AppExchange offers to help shorten the sales cycle for sales teams and reseller partners. The company has put together a cloud document management system focusing on workflow automation to help simplify the contract management process. SpringCM designed its solutions, from Get It to Manage It to File It, to integrate quickly and flawlessly into current business processes with a measurable return on the investment.

Take control of your contracts. Organize your internal and external files smarter. Track your deals on the go. And deliver relevant marketing documents to your sales team the moment they need them. All from SpringCM, your Salesforce document management solution provider.

Spanning: Cloud Storage Doesn’t “Protect You from You”!

Having your data in the cloud is a great business move. Making that call limits your hardware footprint. This frees your IT team to focus on beneficial projects unconcerned about routine maintenance. Furthermore, projects they’re routinely concerned with, scaling to meet business needs, becomes far easier to manage. Business units can leverage the power of cloud to scale up, or down, as the market reacts to their latest initiative. What the cloud doesn’t do is offer a 100%, fool proof way to protect your data. Uptimes aren’t even 100%. Nor do today’s cloud providers offer recovery of your cloud implementation.

Spanning aims to fill this gap. Regardless of the concerns, user error, implementation error or integration error, Spanning backups everything from field-specific data to the metadata that encapsulates your Salesforce implementation. Recover from the worst “permanent” deletions in a few clicks, even child and grandchildren, if you want the descendants at all! Through constant logs, reporting and integrated Chatter messaging your admin will be fully aware of what’s going on, positive or negative.

Enter Data Faster with GridBuddy & Get Back to Selling Quickly

Salesforce doesn’t allow users to modify a collection of objects at the same time. Sure, you can edit any field present (and allowed) on a detail page, but what if you want to get to an Account’s Contact, then the associated Opportunity and its Contract. In any default implementation that’ll entail quite a bit of clicking around. Something your sales team may not understand nor care to comprehend. After all, they’re focusing on closing those sales, not messing needlessly with forms. Those forms and spreadsheets are simply and ends to a means.

gridbuddy does away with that by presenting all your relevant data in a tabular fashion (think Excel rows). Numerous fields? No problem. Related objects? You betcha! Disjointed objects? Why the heck not. In gridbuddy all the information is presented in a straight up fashion that’ll only be giving your mouseball a workout. Look to gridbuddy to give you faster processing for everyone, best sales team adoption and quicker sales.

SwagIQ – Close the deal with Intelligent Gifting in Salesforce

SwagIQ from PrintForLess.com makes it easy for your salespeople to reach out and connect with prospects at the perfect moment with the perfect gift. With SwagIQ, your sales team will increase pipeline generation, shorten sales cycles, and close more deals through intelligent gifting. Personalize, send, and track your company’s gifts directly through Salesforce. Stand out from your competitors and influence the sales cycle with the right gift at the right time. Streamline your gifting program using SwagIQ.

• Salesforce-based alerts notify you of opportune times throughout the sales cycle to leverage gifting
• Your company’s custom gift store is stocked with items that reflect your brand and your sales initiatives
• Receive notification when your gift is delivered for a perfectly timed follow-up
• Make more live connections and close more deals with a thoughtful, strategic approach Reports and analytics
• Monitor which gifts sales reps send and how they correlate to revenue and win rates
• Allocate and track team and individual gifting budgets
• Analyze your gifts’ impact on pipeline and live connect rates


Steelbrick Delivering Fast CPQ Solutions with a 100% Native App

Salesforce may have invented the idea of an app store, but that doesn’t mean the market knew what to expect. Numerous companies ported solutions to the bustling platform seeing the potential. But a port doesn’t fully leverage a platform’s capabilities. A 100% native Salesforce application does. Steelbrick is one of those apps, a 100% native configure price quote solution.

The company prides itself not only on the finished product, but the easy of deployment. According to their metrics, Steelbrick CPQ will be up and running five to ten times faster than competitor solutions. That means you’ll have prices and quotes, proposals, contracts and orders in the hands of your sales team and out the door in no time.

Jeremy gets the low down from the CMO Will Wiegler.

Geopointe for Salesforce Uses Your Geographic Data to Optimize Your Business

The idea behind Big Data is leveraging all of that customer and business information your corporation receives to increase revenue. The easy wins is when an analysis of data leads to a clear correlation to revenue, like marketing expenditures bringing in more opportunities. Many companies have had their hands around that for ages. We’re now in a place in computing and business were easy wins aren’t the only data sets getting analyzed.

Using customer data to target specific geographical locations is the crux of Geopointe. In addition to aiding managers in targeting customized regions, analyzing regional opportunities and revenues, the Geopointe mapping app adds the “Where?” to all of a managers questions. Plan meetings with customers, conventions in a region densely populated with opportunities or understand where shipping costs could be lowered.

Those are just some of the ideas that this native Salesforce app could aid your business with. The power of Geopointe’s integration, customization and mobile presence leave plenty of other opportunities to transforming your geological data into increased revenues and cost savings.

Midwest Dreamin: Managing Corporate Training with Cornerstone for Salesforce

How do you get keep your sales team educated? How do departments train new employees or introduce new knowledge to existing teams? How do you educate from the mail room to the C suite? Where does your company’s education take place?

If you’re already in the cloud with Salesforce why not leverage that platform for corporate learning? Cornerstone for Salesforce handles all that for internal external and external partners right down to certifications. Channel Manager John Bernie walks us through the product during Midwest Dreamin’ 2015. Read More

Printing a Word 2013 Mail Merge to Individual PDF Files

th_insert_merge_fieldMail Merge in Word 2013 is quite slick. The feature has come a long way from its humble beginnings. Yet it still falls short in general robustness. Want to have each item from the merge saved as a PDF? That’s not defaultly support from the menu. Prefer to have the bulk processed merge saved as a PDF? Again, the general user interface doesn’t allow this. Fortunately, I found some hacks that’ll have you performing both of these steps without the need for creating a macro or purchasing a piece of software.

Need help with a basic Mail Merge? Check out the Microsoft help on topic.

At this point I’m assuming that you’ve attached your recipients and set any merge fields required. You’re ready to complete the automated process and work with the end files.

Here’s how you can save your entire Mail Merge as a PDF file rather than printing or emailing.

  1. th_merge_to_new_documentFrom the Mailings menu select ‘Finish & Merge’.
  2. Select ‘Edit Individual Documents’ from the pop down list.
  3. Check ‘All’ in the Merge to New Document pop up.
  4. A new Word window will open previewing every single document the merge will generate.
    1. The speed at which the window fills up with all the previews depends on your computer.
  5. Go to the File menu.
  6. Click ‘Save As’ and select your destination.
  7. Set your filename and change the ‘Save as Type’ to PDF

You’ll now have a PDF comprising of the entire Mail Merge you just performed. Read More

Reporting Snapshots Offer Some Value; Still An Astronomical Unit Away From Excel

thinkaholics_salesforce_snapshots_excel_trend_analysisSalesforce has an amazing marketing and sales team. Naturally, the company looks to target specific users groups, the decision makers, to garner buy-in then adoption. An oft repeated strategy is to focus on what makes upper management foam at the mouth, data. Let’s face it, features, bugs, implementation, it ends up as background noise once reports start flowing and RoI can be determined. The basic Reports feature of the platform is just that, basic. Excel junkies, like myself, scoff at its limited visualizations capabilities and options. Sure, it’s awesome that it automates how many calls came in last week or the total conversions for Q1, but single data points are largely useless.

Salesforce introduced Wave to the Analytics Cloud at Dreamforce 2014. At $125/user/m (billed annually) for the most basic access and $250/user/m (billed annually) for any true data junkie, the platform is out of reach for most companies. That leaves many wondering how they can use their amazing cloud platform to do week over week trend analysis. That’s where the semi-new Reporting Snapshots enters the fray (formerly known at Salesforce Analytic Snapshot) and barely passes the muster.

If you’re new to Reporting Snapshots, here are links to two relevant Salesforce explanations, basic details and how to define a snapshot. Unfortunately, the information is somewhat useless regardless of your status as a BA or system admin. Head over to ebsta for a far more instructional breakdown. Read More

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