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Category: edocr.com

Pricing right for sales lead integration with salesforce.com

Few weeks ago, I wrote about possible ways to integrate with Salesforce.com. The options explored included: Traditional web-to-lead forms API, especially as edocr.com is based on OAuth and salesforce.com now has OAuth capability App Exchange Since then, after much dialogue with salesforce.com employees, customers and partners, we have come to the conclusion, that App Exchange is the way forward for edocr.com. Having prepared edocr.com for lead capture over the last three months, we are now ready to start the integration work. Whilst the development team is busy with integration, I would like to share my thoughts on how we would…

Free pitching to Healthcare sector

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What can you do today with edocr.com?

To help our customers maximise the use of edocr.com, I am in the process of preparing a check list. The key question asked here is what can you do with edocr.com today (not tomorrow!)? Create your account Claim and update your company profile – at this point, you become a customer of edocr.com under edocr Essential or edocr Managed pricing plans Manage employee accounts by adding/removing accounts to company profile Upload documents Distribute documents Interact with documents Join Groups Run marketing campaigns Respond to prospects Use API for auto publishing where it makes sense Use support desk in regular basis…

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…

Goodbye Insightory.com – Opportunity for a management consultancy?

Insightory.com was soft launched two months after edocr.com through TechCrunch. As TechCrunch put it, they wanted to be the Wikipedia for Management Knowledge. I was drawn to Insightory.com as they offered a document publishing, distribution and interactivity platform, albeit focusing on a niche market. Their plan was to approve every publication before displaying on the site. Not the best approach unless you crowd source the approval process similar to wikipedia. See the email below this post in which Avneet Jolly explains the reasons for the pending shut-down. Instead of arguing about the rights and wrongs of their strategy, I am…

Key Objectives for 2010

2009 is fast becoming history. The two week period I wanted to use for thinking seem to be evaporating fast. Blogging is a great way to put you mark on the calendar. Twitter is fine, but you do not control it. I can see more and more people coming back to blog in 2010 whilst using twitter as a mechanism to drive traffic. So here are my key objectives for 2010 (business and not personal – bit of a blur there!). 1. Grow my ego whilst learning to be humble – Ok! should have said, personal brand. 2. Grow edocr.com…

MB1 – Play 8 – Work only on What is Important

Marc adopted similar principles to me in getting the product to market as quickly as possible. As he says in his book, “do it fast, simple, and right the first time”. Based on my discussions with another tech startup from the north, they have rewritten code number of times to get it right. I do not see this as a problem, as you evolve and your goals change, so should the code, unless you can read the future. At edocr.com, we had another consideration, how to build without spending money! We achieved this through using open source products as much…

Forthcoming knowledge share blog posts against Marc Benioff

Having met Marc Benioff on 8th Dec 09 in London and having finished reading his book, “Behind the Cloud” recently, I will be sharing my experience against Marc’s through a series of blog posts. In his book, there are 111 plays. I will be picking plays randomly and would like to invite you to do the same by leaving you experience as comments against my posts. But before I can start, here is a reality check: Marc was well connected, influential, secure and financially stable before he setup salesforce.com. In addition, he lived in the epic centre of technology, San…

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…