What Users Can Do to Strengthen Google Apps Security

Google Apps User SecurityIf you’re using Google Apps for Work or considering Google Apps, some questions about security of your information may have entered your mind, since all your company email and your business documents (if you are leveraging Google Drive for cloud backup of local files) are stored in Google’s data centers.

Google Apps, as you’d expect, has multiple levels of built-in security. Continue reading What Users Can Do to Strengthen Google Apps Security

Publishing Pivot Table Charts to Your Website With Google Sheets

In the spring of 2013, we used SurveyMonkey Audience to collect data about what CRM systems were deployed at organizations across the U.S. The main question we asked in the survey was “What is your organization’s primary CRM system?”

After the survey finished its run, SurveyMonkey provided us with a CSV file of the survey results from approximately 750 respondents. The first thing we did was to upload the CSV file to Google Drive and then open the file with Google Sheets. Once we had the data in Google Sheets, we were able to easily create pivot tables and associated charts. Continue reading Publishing Pivot Table Charts to Your Website With Google Sheets

Three Great Apps For Scheduling and Tracking Gmail

Schedule and Track GmailThrough the use of simple-to-install browser apps and extensions, several vendors now offer Gmail users instant access to business productivity and sales enablement tools.

Users of business Gmail, part of Google Apps for Work, have several options for scheduling emails, tracking whether emails were opened and finding out whether links were within opened emails were clicked by recipients. And this is only a subset of the empowering functionality that’s available to Gmail users. Continue reading Three Great Apps For Scheduling and Tracking Gmail

Using Google Drawings to Create “Live” Marketing CTAs

Create Live CTA in Google DrawingsA best practice for B2B marketers is to include a call to action image at the bottom of every blog post.

When a visitor clicks on the image, they will be directed to a landing page that provides a free offer.

A common process for creating a marketing call to action graphic is to:

1. Create an image in an image editor (or PowerPoint)
2. Save the image to a local drive
3. Upload the image to WordPress or to a marketing automation system’s files area
4. Incorporate the image into one or more blog posts

If, for any reason you want to modify the CTA image, you need to repeat the entire process. Continue reading Using Google Drawings to Create “Live” Marketing CTAs

6 Google Slides Tips & Tricks

Google SlidesGoogle Slides allows you to collaboratively create business presentations with others in your organization. With Google’s continuous delivery of new features and functionality, there are always new ways to make your presentations more effective.

Here are some tips and tricks for getting more out of Google Slides.

1. Use Image Masking to Modify the Shapes of Images

You may want to change the shape of an image that’s embedded within a slide. A simple use case is rounding the sharp corners of a photo.

Select an image within a slide and then click on the Mask image arrow to the right of the crop tool. You can then change the image to match any of the available shapes. Start with the Rounded Rectangle shape. Continue reading 6 Google Slides Tips & Tricks

The Evolution of CRM to Email Integration

CRM Email IntegrationWhen GoldMine Software Corp. developers baked a fully functioning email client into the company’s contact manager in the 1990’s, they had the right idea.

For salespeople, email was as important a productivity tool as a contact manager. Putting these two applications within a single interface was ideal for many salespeople.

All inbound and outbound email was automatically linked to Contact records with no extra clicks needed by users.

Salespeople at many organizations became addicted to the all-in-one contact management and email experience offered by GoldMine. Some still are.

Meanwhile, in the broader marketplace, the contact management and email categories were taking divergent paths. Continue reading The Evolution of CRM to Email Integration

12 Tips & Tricks for New Salesforce Administrators

Salesforce Administrator Tips & TricksIf you’re a new Salesforce administrator, here are some tips & tricks that will create efficiencies for your users and make the long term management of Salesforce easier for you.

1. Brand The Salesforce UI With Your Logo
If you want to have your company’s logo appear on the Salesforce screen, you need to create a custom App under Setup > Create > Apps. An App can simply be viewed as a collection of tabs. Continue reading 12 Tips & Tricks for New Salesforce Administrators

The Layperson’s Guide to Making the Move to Business Gmail

Moving to Business GmailIf you are thinking about moving from your current email provider to business Gmail for your organization, you’re probably wondering what would be involved with associating existing users’ email addresses, which are in a name@yourcompany.com type format, with a new Google Apps for Work account.

Also, what’s the best way to get your users’ often years worth of sent and received email into their Gmail accounts?

A move to business Gmail involves a number of technical tasks. However, this article is designed to provide a mainly non-technical overview of the tasks and options involved. Continue reading The Layperson’s Guide to Making the Move to Business Gmail

5 Business Use Cases for Uploading Videos to Google Drive

Upload Video File to Google Drive

If your organization uses Google Apps for Work, you may have discovered that when you upload a video file to Google Drive, it’s not simply a stored file — the video can be played inline.

What’s more, Google Drive uses the YouTube engine to play back videos. When playing a video in Google Drive, the interface has the appearance of a stripped down version of YouTube. Continue reading 5 Business Use Cases for Uploading Videos to Google Drive

What is Google Apps for Work?

Google Apps for WorkMost people are aware of consumer Gmail. If you don’t personally use Gmail, you likely receive email from friends and family with gmail.com addresses.

What many people don’t realize is that Gmail is also available to organizations. Gmail is just one of the components of Google Apps for Work. Other components include Calendar, Drive, Docs, Sheets, Slides and Sites. Continue reading What is Google Apps for Work?

Mobile File Uploads to Salesforce Using Google Drive

People often ask us how to attach or link a large number of files and/or very big files to Salesforce without incurring high file storage costs.

Others want to know how they can upload images and videos from an iPhone or an Android device directly to a Salesforce record.

One method for addressing both of these needs is by integrating Google Apps for Work‘s Drive component with Salesforce by installing a third party app called Cirrus Files. Cirrus Files is only $5 per user per month. Continue reading Mobile File Uploads to Salesforce Using Google Drive

WordPress to Salesforce Web Form Options

Primarily a blogging platform in its early days, WordPress now is used by millions of organizations to host their entire website. Based on the number of Salesforce customers, it’s likely that there are tens of thousands of Salesforce customers also using WordPress as their website hosting platform.

There are a variety of options for adding web forms to WordPress Pages, Posts and sidebars. The best option for a given organization depends upon the type of business you’re in and the nature of information that needs to be collected from site visitors. Continue reading WordPress to Salesforce Web Form Options

A Quick Guide To HubSpot Lead Scoring

A Quick Guide To HubSpot Lead ScoringIt seems that with each passing week, HubSpot is adding new features and functionality to it’s platform. It’s fantastic, and very welcome, but one of the most basic features that has been available for some time now still seems to often confuse and frustrate users: lead scoring.

For those out there unaware that this was available in HubSpot, it’s found in the Contact Settings menu (look for “Custom Lead Scoring”) and offers users the ability to assign point values to contacts based on individual contact properties, form submissions, and list memberships. Continue reading A Quick Guide To HubSpot Lead Scoring

How List Views and Associated Cards Are Controlled in Salesforce1

Salesforce1 List View CardsOne of the goals in delivering a version of a desktop application on a small form factor device is to maintain a minimalist design, which means not including any configuration or administrative capabilities on the device.

Within Salesforce1, users do not have the ability to directly select any list view within an object, nor do they have local device control over what fields appear in record cards after a view is selected. Continue reading How List Views and Associated Cards Are Controlled in Salesforce1

Displaying HubSpot Buyer Persona Pictures in Salesforce

HubSpot’s buyer persona functionality is a very important addition to HubSpot’s inbound marketing software offering.

According to HubSpot, buyer personas are “semi-fictional representations of your customers, based on real data and some select educated speculation about customer demographics, behavior patterns, motivations and goals.” Continue reading Displaying HubSpot Buyer Persona Pictures in Salesforce

A Salesforce Web-to-Case Alternative With File Attachment Support

Salesforce Web-to-Case allows you to easily generate HTML that can be added to the support page on your website. However, a limitation of Web-to-Case is that it does not support file attachments.

Here’s an alternative approach that requires two reasonably priced third party apps and only point and click configuration. Continue reading A Salesforce Web-to-Case Alternative With File Attachment Support

12 GoldMine to Salesforce Migration Considerations

GoldMine to Salesforce Migration ConsiderationsAs a mature product, GoldMine® is packed with features that many users have grown accustomed to over time.

Despite the fact that GoldMine has worked well for many years, people decide for a number of reasons to migrate their companies from GoldMine to Salesforce. One reason is to take advantage of cloud to cloud integrations such as HubSpot’s integration with Salesforce. Another reason is to build a more comprehensive business solution that addresses a greater number of functional areas within an organization. Continue reading 12 GoldMine to Salesforce Migration Considerations

Content Marketing With Nolin LeChasseur

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Nolin LeChasseur of Brainrider on Content MarketingThe following is the transcript from a recent episode of the CRM Talk podcast.

Steve Chipman: Welcome to CRM Talk, the show that brings you the latest in CRM and CRM related news and information. This is Steve Chipman, along with my co-host Sam Biardo. Today we’re joined by Nolin LeChasseur, co-founder of Brainrider. Brainrider is a full service B2B marketing agency that helps companies get better marketing results, probably much better marketing results, through a combination of content marketing, web design and lead generation programs. Continue reading Content Marketing With Nolin LeChasseur

9 HubSpot Salesforce Integration Best Practices

Here’s a general set of best practices for the HubSpot to Salesforce integration. Your specific business needs will ultimately determine the practices that are followed for your integration settings.

1. Limit the Number of HubSpot Contacts that Sync to Salesforce Based on Create Date

If your organization has been using HubSpot for a time, but it’s new to Salesforce, you may not want all of your HubSpot Contacts to synchronize to Salesforce. To limit the number of Contacts that sync to Salesforce by the date the records were created in HubSpot, create a new Smart List called “Salesforce Sync”. Continue reading 9 HubSpot Salesforce Integration Best Practices

HubSpot Leads in Salesforce for iPad

Below is a video demonstration of HubSpot’s managed app for Salesforce running on Salesforce for iPad.  Salesforce for iPad takes advantage of elements such as stackable screens, which provide much better application for a user’s swiping interaction on an iPad vs. the clicking interaction of a desktop application. Continue reading HubSpot Leads in Salesforce for iPad