CRM Secrets site is live

Check this out.

Get your questions answered about CRM and find out which CRM solution is best for you.

I'm proud to unveil:

www.crmsecrets.org

learning salesforce admin - the best way

one of us is leaving his current company to go into consulting. In doing so, he wanted to share the knowledge with me. So he had me replicate the salesforce template that he created. That is, I looked at his developer's edition of salesforce and worked on recreating of all the items in my developer's edition of salesforce. That way I was able to understand all the the nuances that were important for a proper implementation of salesforce.com. Along the way, I asked him about wasn't clear to me, thereby also helping him to improve the documentation. This salesforce template replication is a great way to transfer knowledge in a sysematic way.

-simon thomas

Recommended Book on salesforce: Salesforce.com For Dummies by Tom Wong

We recommend salesforce.com for dummies. It is written by Tom Wong, former leader at Theikos, a salesforce.com consulting house. He is a great teacher and coach. The book is easy to understand and follow. We also like Tom because he bought us dinner when he was in town

Here's the basic info:

Book Description
* Shows sales people, marketers, and customer service representatives how to harness the power of Salesforce.com to enhance productivity, improve customer relations, and boost sales
* Salesforce.com, which has more than 147,000 subscribers at 9,800 companies worldwide, won InfoWorld's Best Hosted Application award in 2004
* Covers navigating Salesforce.com, managing leads, understanding customers and competitors, keeping track of contacts, creating a sales forecast, managing users, creating service and support e-mails, working with campaigns, using the report wizard, and more

From the Back Cover
Get up to speed on managing sales, marketing, and customer information
Prospect with salesforce.com, manage sales teams, and improve sales productivity

Let CRM expert Tom Wong show you how to get around salesforce.com so you spend more time with your customers and less time trying to figure out the application. From navigating salesforce.com to performing common operations that relate to your accounts and contacts, this guide will get you going on salesforce.com in no time!

Discover how to

Set up and customize salesforce.com
Manage your opportunities
Update your forecasts
Track competitors and partners
Drive demand with campaigns
Use dashboards and analytics

why we like salesforce.com

There is a lot of great CRM software out there, from ACT!, to infusionsoft, to SAP. The biggest reason that we like salesforce.com is that it is not just a CRM tool, but also a web development platform. salesforce was recently featured in a leading business magazine, Business 2.0 I believe, as one of 4 internet companies that were creating platforms for the internet. We think the salesforce is positioning itself to be a central location for web applications that everything else wants to plug into, just as Microsoft has done for the desktop. But salesforce takes the idea a step further by actually creating an environment for business application web development. It may very well become the windows of the web.

-Simon Thomas

Welcome to CRM Secrets

CRM Secrets was founded by CRM (Customer Relationship Management) Consultants to help people succeed with relationship management. We have particular expertises with salesforce.com

To your success,
Simon Thomas
co-founder