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Salesforce Tips and Resources

How to Set Up a Contact-Centric Salesforce Org.

Posted by Amy Seibert on Jul 26, 2016 8:33:12 AM

Working in the Higher Ed space, or any B2C O2I*[1] organization, can present the Salesforce Administrator with a headache: how to manage the Account of the Contact record, when the Contact is as important, if not more important, than Account. 

Sure, Accounts are important – we want to know about the schools we recruit students from, the companies where they end up working, the foundations who contribute to alumni relations and the partner organizations we work with.  But we don’t want the Account to dictate how we deal with the Contact. Salesforce, however, mandates that all Contacts are associated to an Account. 

What are the traditional Salesforce configuration options for a Higher Ed?

  • Person Accounts: A ‘standard’ Salesforce function which rewrites the data model, turning the Account record into a ‘Contact’.
  • Administrative Accounts: Create an Account for every Contact record.
  • Household Accounts: Create an Account for the Contact, their spouse, parents, siblings, as required.
  • Bucket Accounts: Lump all the Contacts into a single account.
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Topics: Higher Education, HEDA, Salesforce Implementation

Surviving Your First Salesforce.com Implementation Project: A Word From Our Sponsor (Part 2)

Posted by Wave6 Blog Team on Aug 20, 2015 5:13:30 PM

"The question isn't who is going to let me; it's who is going to stop me." – Ayn Rand

As we laid out in the previous post, you’ve just been handed your first Salesforce.com project, your Grande-Extra-Shot-Skinny-Caramel-Macchiato-in-a-Venti-Sized-Cup has finally kicked in, and your mind is racing with, "now what?"

Now it's time for you to start asking more questions, and here is the first one to ask. Please keep in mind this particular question you're about to ask is the most important one:

Who is the project sponsor?

The Project Sponsor - she, he or they –are going to become your best friend, the best ally to the project and be a key component to your success in this endeavor.

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Topics: Salesforce Implementation

Surviving your First Salesforce.com Project Implementation

Posted by Wave6 Blog Team on May 28, 2015 4:29:00 PM

Has this happened to you?

Your boss calls you into her office at 7:30 on a Monday morning. Your Grande-Extra-Shot-Skinny-Caramel-Macchiato-in-a-Venti-Sized-Cup has not yet kicked in as you sink into the chair at the front of her desk.

The conversation goes something like this:

"Morning Albert! I just wanted to let you know, we’re starting a new project later today. It’s something called “Salesforce-dot-com”…(I think)…I don’t really know what it is about – but Bill just sent in the request to me so I am assigning you as the project lead for a possible Salesforce.com implementation. I know you’ve been working on the new ERP release, but this should only take about an hour of your time each week. There’s a meeting at 2:00 in the Endor Conference Room – I’ll send you an invite. Good luck..."

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Topics: Salesforce Implementation, CRM system

Best Practices: A Well-Defined CRM Strategy and Roadmap is Key

Posted by Wave6 Blog Team on Nov 6, 2013 2:32:00 PM

 

When corporate executives toned to increase growth and efficiency within their sales and marketing community, Customer Relationship Management (CRM) technologies often become a target for improvement or replacement. In the haste of meeting revenue forecasts and managing a slue if other large scale projects congruently, sales management executives will often overlook the most important and often most neglected part making CRM a raving success: creating a clearly defined CRM strategy and roadmap!

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Topics: CRM system, Salesforce Managed Services, Salesforce Implementation, Salesforce Adoption