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Experience Contact Role (H)App-iness

February 24th, 2010 by Jame

One of my favorite Opportunity features in Salesforce is Contact Roles for opportunities, but it is really hard to enforce usage.

What are contact roles?

Contact roles allow users to tie people, and their roles in the process, to each opportunity.

Opportunity Contact Role Example

Opportunity Contact Role Example

Using opportunity contact roles is the only way to pull in campaign information to help you understand which campaigns impacted each opportunity.  And of course it helps the sales team understand the people involved in every closed deal.

So if you need to prod your team into using the contact roles, download our free app on the Appexchange to require contact roles for opportunities, based on the opportunity stage. This app is customizable, and can match your own opportunity stages.

Find it here.

White Paper: Improve Cloud Application Adoption with Service Providers

December 22nd, 2009 by Jame

How can you improve adoption of new applications?

Minimize, or eliminate the time end-users need to customize it, and make it work the way they want.

This was one of our key goals as we launched Echo Lane — make it easier for organization to implement and use Salesforce.com (and other applications in the cloud).  Salesforce.com launched the AppExchange for Service Providers and an accompanying reseller program, recognizing just that:  sometimes customer success requires a bit of outside assistance.

Salesforce has a new white paper outlining how using the Appexchange can help organizations improve their success “in the cloud”  by using experienced partners to help fill in the gaps.  Now that the Appexchange has expanded to include partners, it is much easier to fill your shortlist with organizations that have the right experience to help you evolve your cloud computing and cloud application strategy.

Take a look at our white paper, “How to choose a consulting partner,” for a FAQs, preparation tips, and reference questions.

Related info:

December Newsletter: Happy Holidays

December 18th, 2009 by Jame

Check out this month’s newsletter.

In this issue we cover:  using Salesforce.com campaigns more effectively with campaign members, record types and custom member statuses.

Happy Holidays all!

Eloqua’s new Social Media Toolkit, Best Practices community

December 17th, 2009 by Jame

B2B marketers are just starting to adopt social media as a core part of their marketing strategy, but right now doing it requires a mish mash of tools, limited reporting, and few examples to emulate.  Eloqua’s marketing team has been an active social participant for a few years now, and the busy product developers are adding new features to help their customers get started with using social media with their current processes at the same time making it easier for customers to share knowledge and best practices with each other.

Last week Eloqua announced a new social media toolkit and the SmartXchange community.

Here’s the scoop on these new marketing tools.

SmartXchange
This is the new best practices community from Eloqua (currently in beta).  It holds templates, and gives marketers a space to exchange ideas.  It is also a sneak peak of the new UI concepts.  SmartXchange preview:

Screenshot of the Coverflow in the SmartXchange

Screenshot of the "Coverflow" in the SmartXchange

Social Media Toolkit
You can create “share this” style links in your Eloqua emails, giving your readers a shortcut way to share your content:

Social Sharing Screenshot

Social Sharing Screenshot

Social Media Reports
By building a Social Media campaign, it is much easier to attribute any traffic spikes, or new visitors to your social media outlets.  Here’s a sample:

Social Media Reporting

Social Media Reporting

Learn more in the press release:

Eloqua Clears Path to Social Web

New Social Sharing and Reporting Tools Help Marketers Integrate Social Media into Marketing Mix

December 09, 2009
Vienna, VA, — Eloqua, the category-defining leader in marketing automation, today announced the worldwide availability of its new Social Sharing and Reporting toolset. The easy-to-use product allows marketers to harness the power of the social Web by pulling online conversations into their promotions, empowering fans to share marketing content with social networks such as Twitter, Facebook and LinkedIn, and track inbound traffic from blogs and social networks.

“We want to make social media marketing simple for our customers,” said Brian Kardon, CMO of Eloqua. “Our Social Sharing and Reporting tools are integrated into the same system marketers use every day, and they don’t require any special training. The social Web has become a huge influence on buying decisions. With just a few clicks, our marketing clients can trigger and leverage dialogues for their company, products and services.”

Eloqua’s Social Sharing and Reporting tools integrate with existing outbound marketing campaigns to enhance lead generation, lead nurturing, lead scoring and overall marketing effectiveness. Simply, the product allows marketers to go from zero to social in three steps:

Make campaigns shareable. Prospects can share marketing content and promotions with members of their social networks while marketers can embed third-party content, such as blog posts, directly into their email pushes and landing pages.

Track inbound traffic from social media sites/blogs. Capturing prospects’ relevant social media activities gives sales personnel immediate and unequaled insight into the interests and preferences of their potential customers.

Measure social media impact. Marketers can track which blogs and social networks are driving the most traffic to their Web site to better inform future media-buying decisions.

“Our new social media tools put our clients – the best marketers in the world – in the center of the conversation,” concluded Kardon.

Looking ahead to Spring ‘10

December 14th, 2009 by Jame
Salesforce.com Spring 10 Logo

Winning Spring '10 Logo

The next release of Salesforce.com, Spring ‘10 is coming soon.  Salesforce previewed a few features at Dreamforce, and ideas from the community have been selected.  Here is a quick summary of what we know now.

  • Chatter: social collaboration (or internal, enterprise grade twitter)
  • New, refreshed UI.  Here’s a sneak peak (Thanks ZDNET)
  • Updates Sales Cloud (more details to follow)
  • Multiple master-detail relationships
  • Rich text editing for all long text areas
  • Send a test email, from an email template
  • Customize the default event template (I have been waiting for this for 5 years!)
  • URL rewrites for sites.  (Better for SEO, and more user friendly)

Check out the Ideas page for more ideas coming in Spring ‘10.

What’s your favorite feature? Respond in the comments.

Force.com Apps save time, resources and improve business performance

December 10th, 2009 by Jame

IDC released a comprehensive report on Force.com application development earlier this fall.  Over the past few months, coverage and discussion around the Force.com platform have focused on how “platforms” like Force.com are complete with toolkits, and ramp up time just like anything else (java, .NET etc).  Typically organizations see the real cost savings and benefits by using the Force.com platform through items related to infrastructure management:  application licenses, servers, networking, storage, data center space.  Many of these issues go away when you outsource your infrastructure, freeing up your IT team from costly tasks like support and help desk to focus on business process and bottom line improvements.  And that’s a win/win for everyone.

Highlights of the report:

Study participants interviewed by IDC building enterprise custom applications on the Force.com platform experienced five key benefits compared to traditional in-house development:

  • Faster: Custom applications were developed and deployed in 76% less time and required 76% – 85% fewer developer hours.
  • Lower cost: Companies were able to reduce their three year TCO by 54%, saving $560,000 per application.
  • Higher quality: Users of the custom applications built on the Force.com platform reduced Annual Downtime by 97% and 60% less time dealing with the service desk.
  • Better performance: The combination of the first three benefits contributed to better business performance and generated an additional $3.9 million in annual revenue for each firm.
  • Accelerated pace of innovation: Force.com changed the process of custom application development so much that companies tripled their output of custom applications and doubled annual upgrades from 1 to 2.

Take a look at the full report from IDC on the Force.com platform.

Missed Dreamforce? Get the Downloads

December 7th, 2009 by Jame

This year’s Dreamforce was action packed and crowded.  Echo Lane was out in full force, and we sponsored the Cloud Crawl, and the Party in the Cloud with our partners Eloqua and BigMachines.  Check out our Facebook page for a few pictures.

If you missed the event, Salesforce has posted videos and slides from the sessions on the Dreamforce page.   For the video only, check here.  Unfortunately, we didn’t get to save any of our signature cocktail  “Fire in Cloud,” but we promise they’ll make an appearance at a future event!

Did you have a favorite session?  Comment below,  and tell us about your Dreamforce experience.

Exclusive: “Fire in the Cloud” recipe

December 7th, 2009 by Jame

How to make a “Fire in the Cloud

Time Required:
2 days (or more if you want extra fire)

Ingredients:

  • 1 part “fiery” tequila
  • 2 parts St. Germaine
  • 2 parts lime juice
  • A splash of soda water
  • Garnish: 1 slice of habernero chile or lime wedge
  • Optional: a splash of orange juice (If you want to make it a bit more like Echo Lane orange)

First, create the fire:  infuse white tequila (Cazadoras Blanco) with 2 Habenero peppers for 24 hours  (this is the key to the ‘fire,’ infuse longer for more heat).

Next, build your drink.  Mix all of the ingredients and serve on the rocks.  Try an old fashioned or highball glass.  Enjoy!

Welcome to our blog!

December 1st, 2009 by Jame

Welcome!  Watch this space to learn more about us, our partners, and best practices for cloud applications including info on:

  • Using Salesforce.com effectively
  • Managing your customer lifecycle
  • Q&A: sales cloud, service cloud and the custom cloud
  • How to use marketing automation to measue ROI and increase your revenues
  • Best practices
  • News and events for Echo Lane

We’ll be updating this space about once per week, so stay tuned for more posts soon.

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Thank you for stopping by, we look forward to connecting with you!