Preparing for Salesforce
Patrick Crosbie
How to define your Salesforce requirements

No two Salesforce implementations are the same. Each of our clients has unique processes and requirements and it's our job as Salesforce consultants in Dubai to design and built CRM platforms that reflect those bespoke requirements. The first step in working with Tenacre is to define the scope of work for the Salesforce project.

This process can be difficult for many of our clients, so we've written this article to provide assistance. Remember that your Tenacre consultant will walk you through each of these steps, you won't have to undertake any of these activities by yourself.

How to define your Salesforce requirements
Preparing for Salesforce
Patrick Crosbie
Taking your sales processes to the next level ...

84% of b2b customer inquiries fail to convert. Why? 

A report by the Aberdeen Group tells us that 84% of inquiries that businesses receives will not convert to a sale. These inquiries are usually expensive, you've paid out marketing budget for Google Adwords, Facebook, LinkedIn or Twitter campaigns. 

So what's the problem and how can you fix this? 

Taking your sales processes to the next level with marketing automation
Sales Management
Patrick Crosbie
Creating value for the sales leaders with ...

For companies in Dubai and the GCC region, succeeding in sales and sales management is can be dependent on the tools and technologies that are used. Many of our clients relied on spreadsheets or basic CRM platforms before making the decision to upgrade their CRM to Salesforce with the help of Tenacre consultants.

Once the decision has been made to move to Salesforce, what are the benefits that you can expect?

Creating value for the sales leaders with Salesforce CRM
Preparing for Salesforce
Patrick Crosbie
Salesforce implementation - Essential ...

A Salesforce project can often seem daunting, particularly if you haven't been involved in one before. Depending on the degree of change that Salesforce will bring to your company, the key to getting the CRM up and running is to prepare thoroughly. While each project that we work on is unique, there are common themes that the team at Tenacre has identified that could help you prepare better before the project kicks off.

Salesforce implementation - Essential preparation

Salesforce Reports

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Sales Management - Key performance metrics from your CRM

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Sales Management - Key performance metrics from your CRM

Many of our clients are SME businesses where there isn’t a dedicated sales manager or person with sole responsibility for leading and managing the day to day sales activities. As we set up Salesforce CRM in these organisations it’s common to see our customers struggle with moving from their old position of having little information on sales and sales activity, to have so much data that they don’t understand how to make use of it. 

Here are some key metrics that should be the starting point for most organisations. If you can get to grips with these reports, you can then add more metrics that are specific to your company or sales challenges. These reports can easily be created in your Salesforce CRM.

How to use reports from Salesforce CRM

How to use reports from Salesforce CRM

Deciding what sales reports are to be used is often a decision that our new Salesforce.com clients spend time considering. For some companies, having a CRM system in place provides the first opportunity to really look at sales data in a structured way. The challenge for company leaders is to define what reports are to be used, and who uses them.

In this blog post we're not going to list of the reports that we think you should use as standard, we've addressed this previously. Instead we'd like to consider the value of sales reports strategically in your organisation so that your teams can gain some real benefit from them. Consider your sales data and reports in the context of