Dreamforce 2012 Recap – A Summary of the Big Announcements

After a somewhat surreal appearance by MC Hammer, things got started with Mark Benioff announcing an array of new products. This kicked off with the eagerly anticipated full release of Salesforce Touch. The Touch UI is something like a virtual rolodex, allowing you to easily scroll to the data in your Salesforce org with one finger.…

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Using Salesforce to Manage a Project Based Business

Quite a few of our customers are professional services firms that are looking to manage their business in Salesforce.  Here’s a quick overview of a model we’ve developed and some customizations we’ve built in Salesforce to help architects, engineers, management consultants, and other project focused organizations. The model starts by recognizing that Salesforce out of the box doesn’t have a...

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Calendar Interface for Salesforce

We develop custom interfaces in Salesforce that allow users to see underlying data in ways that fit their specific business needs. The UI elements most commonly requested are data entry grids and calendar views that display things like campaigns and projects. Salesforce is a tremendously powerful platform for storing and relating data, and a little bit of front end customization can go a long...

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A Customer Portal for Sample Kits from Salesforce

Salesforce has become an incredibly popular tool for managing business processes inside companies. It’s great for managing accounts, contacts, opportunities, and leads but many organizations are clamoring to make that data more readily available to their customers and prospects. One request we hear frequently is “Can I setup a portal that will allow prospects or sales reps to build sample kits...

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Forecasting Monthly Revenue in Salesforce.com

Many of our customers earn revenue as their service is used instead of at the point in time when a sale is made.  Salesforce.com provides basic revenue scheduling, but it isn’t granular enough for most of our media and software as a service customers. The out of the box product schedules display revenue equally across time and do not recognize variations in a schedule.…

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SalesForce.com: Round Robin, Round Robin, Assign Me a Record – For Free Please

Are you spending your valuable time assigning Salesforce.com Cases or Leads manually when you could be spending your time doing something more productive? Would you like for your Cases and Leads to be automatically assigned directly to your team members and distributed equally among them? If so, here are a couple of great, free Round Robin Assignment options to assist you.…

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Email: marketing@westmonroepartners.com
222 W. Adams
Chicago, IL 60606
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