Oh, my goodness (my version of OMG)!! Salesforce is even cooler than I thought! I finished a 4 day class on Salesorce Thursday and my brain runneth over. There are so many possibilities with Salesforce that I can hardly keep track!
Automation is one thing I think we are really going to like. I can create "workflows" that trigger when you save records. They can update fields, send tasks (to do list items) to yourself or others, or emails. It will be fun to figure out what will help you the most. They can be timed, too, so for example something can happen a week after you save a record, and then a week after that, and so on.
The final day we talked about leads and marketing. Very exciting. I already emailed Mica about meeting with our current email marketing partner, ExactTarget, which has an integration with Salesforce. Even the instructor said that to get the full benefit of marketing with Salesforce, it's best to work with a partner. Last week Mica was asking for updates to some vertical market lists. In the future, we can send the email blasts out, then see the results - even to the point of seeing when and how many times the recipient clicked to open the email.
One cool thing I learned is I can include "web tabs." Salesforce uses tabs, such as "Accounts," "Contacts," and "Opportunities." I can create tabs that are a portal to anything on the web. I already experimented with creating a "Khameleon" tab that brings up the login to Khameleon. We could have one for Kiosk, for Google, whatever. As we start to live in Salesforce more and more, this will make a lot of sense.
I've still got to work on the Lotus Notes connection first but I am so excited about the possiblities for us!
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