Guest post on the Salesforce blog: 6 Ways to build a Salesforce Lead Machine

Today CloudAmp Founder David Hecht published a guest post on the Salesforce.com blog that outlines some best practices for lead management and demand generation using Salesforce. The article is focused on small and medium businesses (SMBs), who face some particular challenges regarding budget and staff resources when it comes to these issues. But the good news David outlines is that SMBs can build their own “lead machine” using mostly Salesforce CRM’s built in tools, with a few affordable add-ons. Read more on the Salesforce blog. David’s recommendations include:

  1. Establish a Lead Process
  2. Use Web-to-Lead Forms
  3. Use Salesforce Lead Automation
  4. Track the Sources of Your Leads
  5. Set up Dashboards
  6. Develop an Email Program

Salesforce.com Blog >

“6 Ways to build a Salesforce Lead Machine” guest post >

Feb 5 Salesforce Integration & Analytics Meetup: Tableau & Bluenose

We had a big crowd despite one of the first rainstorms of the California winter. Great demos by Tableau Software and Bluenose.

Thanks to Tableau Software for sponsoring and Geekdom for hosting the event.

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The videos below are by Aline. For all your video blog needs contact her at 415 377 0245

Next Meetup is April 2, 2014 – register here free.

Ellie Fields,  Senior Director of Product Marketing, Tableau Software

Ellie Fields is the Senior Director of Product Marketing at Tableau Software, responsible for new product launch, industry solutions and Tableau’s community. Her data geek credentials come from time served in technology and finance companies. She works with people from all over the world who are trying to tell stories with data, from journalists to hospitals to high tech companies. She’s seen a lot of ugly data, beautiful data, and downright mean data. She’s a passionate believer that data used well can inform, excite and create value. Prior to Tableau, Ellie worked at Microsoft and in late-stage venture capital. She has an engineering degree from Rice University and an M.B.A. from The Stanford Graduate School of Business.
Why do people hate their sales reports? Because too often, they are static, hard to understand, silo’d, and even irrelevant. We’ll take a look at what great sales reporting is and briefly discuss some of the best practices of information design that apply to sales dashboards. We’ll use Tableau Software to show you how to quickly create and modify sales dashboards using data from Salesforce, and how to keep them up to date automatically. We’ll see how to blend other data with your salesforce data, and finally how to embed reports right into Salesforce so your company can have the data where it needs it, to make better decisions.

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Don MacLennan
Don MacLennan is co-founder and CEO of Bluenose.  Previously, he has held leadership positions at AVG, RSA and SAP.  He helped build a SaaS company from pre-revenue in 2001 to its sale to SAP in 2006.

Todd Graham
Todd Graham is co-founder and CTO of Bluenose.  Previously, has has held leadership positions at VMware and RSA and is a prior startup founder.

Bluenose provides a customer success platform for SaaS businesses to increase revenue, using predictive analytics to engage at-risk customers and identify drivers of churn.  We will demo our application live, including our Force.com module for sales and account managers.

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