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Tag: sfdc

Salesforce.com Integration Options

Sales leads – new revenues for you! It probably does not come as a surprise to those who are misfortunate enough to follow my tweets, that we, at edocr.com have embarked on a major programme to deliver real measurable value to an existing asset you have, but probably was never trully aware of its full potential until now. Yes! we are speaking about the documents (pdfs) you produce daily, weekly, monthly and/or annually to communicate with prospects, customers, suppliers, shareholders, government, authorities, and anyone else that you need to communicate with, without dilvulging confidential information. Among these documents are the…

The Wrong Pricing – Missed Opportunities

As edocr.com continues to grow, it has become essential for us to adopt the right tools that will make our lives operationally little bit easier. Now is the time for us to leave spreadsheets and move on to products that will bring structure to a very chaotic environment. Two tools will be key to this strategy of operational simplification. Customer Relationship Management (CRM) We have adopted Contact Manager from Salesforce.com, which is affordable and versatile enough for our needs. And we know that as edocr.com grows, we have a path for increasing the CRM functionality to match with our future…

Planning tools – removing duplication – plan for 2010

As I am in the thinking mode, one thing I am not good at is sticking to one tool for planning instead of using multiple tools. Just to get my head straighten, I thought it would be better to write it down, so here goes. 1. iGTD (1.4.5.6) from fasticon/James Wondrack – great little GTD tool for Mac. It synchronises with iPhone app Todo (1.6.1) through Appigo Sync (0.9.6 Beta) and Mac’s own to do items displayed through iCal and also on iMail. iGTD2, the replacement to iGTD caused problems in the past with synchronising. With my intention of keeping…