Tag Archives: CRM

OC Trailblazer Event with Peter Coffee

2/10/2020 Vizio kindly hosted our packed event “A Night with Salesforce’s Peter Coffee”. Peter started the night going over the changing demographic of our society. The fastest growing group is the over 60 yrs olds. Our population segments used to … Continue reading

Posted in CA, CRM, Orange County, Peter Coffee, Salesforce, Technology, Vizio | Tagged , , , , | Leave a comment

My Take Goal Setting The Sandler Way 1

Six Steps to Setting Goals the Sandler Way: Part 1 of 2 “Goal setting is your GPS to Successes” Mike Montague VP Online Training – Sandler Sales Training. Goals are not a pipedream or a taskmaster according to Mike. We … Continue reading

Posted in Orange County, Salesforce, Salesforce CRM | Tagged , , , , | 1 Comment

2020 Goals A Billionaires Perspective.

I have had the good fortune to have an acquaintance that is a Billionaire, in fact he is on the Forbes 500 list. One of his tweets recently was about Goal Setting. He asked how many of his followers had … Continue reading

Posted in Goals, Orange County, Sales, Salesforce | Tagged , , | Leave a comment

The FOURTH Step to CRM Implementation Success Identify the Metrics

In our previous step we selected SMART goals (by George T. Doran) now we continue that process to get to specifics: Specific– target a specific area for improvement. Measurable– quantify or at least suggest an indicator of progress. Assignable– specify who … Continue reading

Posted in CA, CRM, Orange County, Sales, Salesforce, Salesforce CRM | Tagged , , | 1 Comment

The THIRD Step Define Your Goals & Objectives

Define Your Business Goals & Objectives for Your Salesforce Implementation Our Vision that we developed in Step One must guide the team in developing our Objectives. Unlike our lofty Vision, our Objectives are much more specific and measurable. In step … Continue reading

Posted in CA, CRM, Orange County, Sales, Salesforce, Salesforce CRM | Tagged , | Leave a comment

The FIRST of SIX Steps to CRM Implementation Success

Creating a High-Level Vision From Wikipeadia 1.Organizations summarize their goals and objectives in mission and vision statements. Both of these serve different purposes for a company but are often confused with each other. While a mission statement describes what a company wants to do now, a vision statement outlines … Continue reading

Posted in CA, CRM, Marketing, Orange County, Sales, Salesforce, Salesforce CRM | Tagged , , | 1 Comment

What’s Your Why for Implementing CRM?

It is not unusual for folks to ask Why Customer Relationship Management Software? It’s expensive and takes a lot of work to keep it up. Well today there are web based solutions like Salesforce CRM for less than $25 a … Continue reading

Posted in CA, CRM, Marketing, Orange County, Phil Sallaway, Salesforce, Salesforce CRM | Tagged , , | Leave a comment

Goals 101

Get started with SMART Goals, do it NOW….! Continue reading

Posted in CA, CRM, Orange County, Sales, Salesforce, Salesforce CRM | Tagged , , , , | 1 Comment

Salesforce Manufacturing Forum, Los Angeles, CA

SureFire Presentation                                                                             … Continue reading

Posted in Product Manager Orange County | Tagged , , , , , , , , , | 2 Comments

Salesforce – Transformational CRM Event, Hosted by Cloud Sherpas 4/17/14

Pelican Hill Resort, Newport Coast, Orange County, CA There was a great line up of speakers, Peter Coffee, Dr, Jim Lacey and Sr. Director Fred Orensky. Featured Speakers: Peter Coffee – VP for Strategic Research at salesforce.com Dr. Jim Lacey, … Continue reading

Posted in Uncategorized | Tagged , , , , , , , , | 2 Comments