With Google Forms, it’s easy to embed surveys, polls and other types of questionnaires into your website.
We created a poll in Google Forms and embedded it below. If you answer the question, you’ll be able to see how others answered the same question simply by clicking the See previous responses link after you submit your response. Continue reading Create a Poll With Google Forms
At Dreamforce 2015, I had the opportunity to interview Brandon Bruce, co-founder of CirrusPath on the podcast stage in the Admin Lodge.
CirrusPath has done an excellent job of not only integrating Salesforce and Google Apps, but of also developing productivity tools for salespeople that can help to improve win rates. Continue reading Google Apps and Salesforce Integration – Dreamforce 2015 Podcast
In his book “David and Goliath”, Malcolm Gladwell uses what he calls an inverted-U curve to illustrate the fact that decreasing the size of school classes increase academic achievement to a point, after which overall academic achievement starts to decline. Continue reading The Inverted-U Curve (In Google Sheets)
Google is a household name for internet search. Most people are aware of consumer Gmail. However, many businesspeople are not aware of Google’s suite of applications for business, Google Apps for Work.
“Gone Google” is a term Google coined for companies that have adopted Google Apps for Work. At the time of publication of this post, Google states that over 5 million companies have gone Google. With over 125 million businesses in the world, there’s clearly some upside for Google. Continue reading 9 Reasons Companies Switch to Google Apps for Work
With Google’s recently announced restructuring, where does Google Apps for Work fit in?
Google Apps will live along side a set of related technologies, including Android (which has apps for Google Apps for Work), Search (used in Gmail, Google Drive and Google Sites), YouTube (Google Drive uses the YouTube engine) and Maps (Google My Maps is now part of Google Apps for Work). Continue reading Google Apps for Work Under The Alphabet Structure
Google Sites is not necessarily the first application that enters the mind of most people as a platform for building out a corporate website, but Google Sites has many other potential uses within an organization.
One of the great aspects of Google Sites is the fact that it has the built-in sharing options that are common to all Google Apps components. These granular permission levels make Google Sites easy to adapt to a variety of “non standard” use cases.
Here are five ways to use Google Sites other than as a corporate website platform. Continue reading 5 “Non Standard” Use Cases for Google Sites
On July 1, 2015, Google announced that Google My Maps had been integrated with Google Drive.
We decided to stress test the new functionality right out of the gate. We downloaded a spreadsheet (XLS format) of Napa Valley Wineries from the Napa Wine Project. Continue reading First Look: Google My Maps In Google Drive
You’re a marketer whose company is subscribing Salesforce Professional Edition or Enterprise Edition.
You want to add on a marketing automation system such as Pardot or HubSpot to Salesforce, but you’re having trouble getting management to commit to a five figure minimum contract.
You’ve got some great blog content and you have a whitepaper or ebook already prepared. You simply want to set up something along the lines of the following flow (click image for full tab view) so that you can capture website leads and assign them to salespeople. You want to avoid involving IT, if at all possible. Continue reading DIY B2B Marketing Landing Pages for Salesforce
If 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
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
Through 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
A 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
Google 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. If you don’t have access to Google Slides, you can sign up for a 30 day multi-user free trial.
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
When 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
If 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
If 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 firstname.lastname@example.org 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 post 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
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 also 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 the YouTube player. Continue reading 5 Business Use Cases for Uploading Videos to Google Drive
Most 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?
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 Google Drive component (try Google Apps free for 30 days) with Salesforce by installing a third party app called Cirrus Files. Cirrus Files is only $5 per user per month. It can be tried for free for 14 days. Continue reading Mobile File Uploads to Salesforce Using Google Drive
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