Small Business Tips from Dreamforce

Written by ShamrockCRM on November 19, 2009 – 5:13 pm -

During the Dreamforce Breakout Sessions I luckily was able to catch a few notes. The presentations moved so fast I could barely keep up with the slides. However, here’s what I did catch from a session called “A Conversation with Small Business Leaders.”

Matt Williamson of Bronto’s tips:

1. Tips for Sales Meetings
– Together, take 30 minutes of quiet time to allow everyone to update their current opportunities and hot leads
– Go over opportunities together and update them together to spread information across employees and managers
– Hit submit on forecast reports together, this will give the forecasts a consistent time stamp and make the reports clearer

2. Zero dashboard – create a “zero dashboard” of neglected opportunities that need action.

3. Create automated reminder messages, such as “Don’t forget to call back this contact person for this opportunity”

4. Make good use of the Appexchange
– Take advantage of integrations with Gmail, Google Calendar, Google Docs, and much more

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