November 27th, 2010 → 9:33 pm @ John M Perez
How to manage moving leads and opportunities through the sales cycle in Salesforce CRM
November 27th, 2010 → 9:33 pm @ John M Perez
How to manage customer interactions and sales processes in Salesforce CRM
November 27th, 2010 → 9:33 pm @ John M Perez
Quickly produce interactive maps and dashboards of your SalesForce CRM Leads, Contacts, Opportunities, and Accounts with SpatialKey. This video demonstrates how to export a report from SalesForce and import that data into SpatialKey to produce compelling mapping visualizations and analysis.
December 25th, 2009 → 5:45 pm @ John M Perez
In our initial release of Social CRM Tools, we utilized the Twitter Search API located at http://search.twitter.com to display the search results of any leads and contacts that you attempted to Search and Import records for. When querying, you recieved no results, or innacurate results in the table. This was occuring due to the fact that the search was searching for conversations and not the Twitter Profile Name. In the 3.2 Beta Version of Social CRM Tools, we have fixed this so that it searches for First and Last name via the Twitter Profile Name by using the Tweepz API. In this version we have fixed the Twitter Look up to ensure that it utilizes the Tweepz Search Engine vs. the Twitter Search Engine. Previously, the Twitter Search and Import Function would look for the first and last name of a lead or contact in Twitter Conversations. This was not resulting in finding many results in the search engine. In this release, it will enable you to import Twitter Profiles by First and Last Name.
Download The 3.2 Beta Version Release of the Application.
November 23rd, 2009 → 11:23 pm @ John M Perez
This demo shows you how to get Linkedin, Facebook, and Twitter information from your leads stored in Salesforce.Com. Track what your leads are discussing on the web, what are their interests, who they know that you might know, and more. Download for Free at http://www.socialcrmtools.com. Also available on App Exchange.