Leverage Cloud-Computing, Saas, and Better Business Processes to Drive Change in Your Industry

Clint Lee

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Latest Blogs from Clint Lee
The good news about working on the Salesforce platform is that three times a year, while you’re lying asleep at night, the little Salesforce elves are hard at work rolling out the newest release. The bad news is that sometimes on a Monday morning you start seeing Apex errors in your i...
What is Big Data? To simplify, big data refers to datasets that are so large they become unmanageable using traditional database management tools (think hundreds of terabytes or event petabytes of data). Big Data datasets can also be highly unstructured, meaning that the data in them d...
I was working with one of our clients on a Salesforce implementation and since they’re very active on Twitter they naturally wanted to take advantage of the Salesforce For Twitter app by ForceDotCom Labs. We decided to incorporate a Twitter Username field into most of their web forms a...
Any company with customers and/or prospective customers ought to know about customer segmentation. I mean all customers (and prospective customers) are not equal, right? Some are older, some are younger. Some live here, some live over there. They have different interests, backgroun...
I do some consulting work for non-profit organizations that use Salesforce.com. There are so many non-profits that use Salesforce but many often lack the internal resources necessary to truly realize the benefits of adopting it. It is highly rewarding work and I would encourage you t...
Recently, I've been toying with mashing up Salesforce and Twilio's SMS capabilities. For those of you who don't know what Twilio is, you should check it out. Twilio is a web service that gives you the ability to integrate voice and SMS into your apps and they have a simple API and do...
If you're ever feeling a bit nostalgic about the mid-90's I've got the cure for you. Go jump on the Salesforce IRC channel. If you're ever feeling a bit nostalgic about the mid-90's I've got the cure for you. Go jump on the Salesforce IRC channel. Despite reminiscing about your tee...
In the last post, I wrote about the importance of having a client designate the right internal project manager for the SFDC implementation project. Staying with the theme of sharing Salesforce.com implementation and consulting best practices I'll share some thoughts today on document...
There are a lot of great blogs out there that focus on Salesforce.com. I know this because I actively read many of them. Most are written with a focus on development and administration, with technical code sharing and feature explanations. This type of information is certainly a grea...
Ever send SMS messages to your Contacts and Leads? I recently had a conversation with a fairly new Salesforce customer who wanted to send SMS messages to their leads and contacts. They had been using another CRM system that gave them this ability and it’s an integral part of the way ...
I want to share a recent real-world use case where Batch Apex was used to achieve our goal. If you’re not familiar with Batch Apex you can find more here in the Salesforce Development Docs. An organization’s sales team is using Salesforce CRM primarily to manage their Leads, Contacts...
Is creating an emotional bond or emotional engagement really what you’re after when working with prospective candidates who are interested in your franchise? If your job function is in franchise sales you’ll probably say “Yes”. If you’re a CEO you're likely thinking “No?”. The natur...
Quite often we speak with franchising executives about the challenges they’re facing. During these conversations, one subject that is commonly broached is the challenge surrounding franchise sales/development. Many times what the organization’s leadership is explaining to us are sympt...
Many franchisors utilize Twitter to communicate their products and services to would-be customers.  But how do you know if your social media efforts are paying off?  Can you pull up a real-time report to see just how many new leads you’ve created over the past week?  If you find ...
In my previous post, titled “Designing a Process for Awarding Franchises – Part 1: Leadership”, I looked at the notion of how designing a process of awarding franchises has to start with prioritizing around the characteristics that your franchisees should have. Without fist hashing ou...
Designing a process for effectively awarding franchises can be challenging.  There is both a management and a leadership component to doing it.  You may recall the image that Stephen Covey paints in “The 7 Habits of Highly Effective People” whereby a group of Workers are ...
As a follow up to yesterday’s post about effectively managing lead-flow, I’ve posted another video showing what I’ve found to be very useful and effective tools for lead generation. You might want to consider incorporating Google Adwords campaigns into your repertoir...
In the spirit of posting helpful information that has real-world applicability, I’ve put together a short video demo of effectively managing lead flow.  This clip deals with managing incoming or reactive lead flow, as opposed to proactive lead generation. Sophisticated franchise ...
Information Technology within franchise systems would appear to be a scarcity, judging by the lack of conversation on the topic. In this post, I've laid out 5 of the most important aspects that franchisors will require from their technology vendors.
Like most companies in most industries, franchisors have plenty of moving parts and pieces in their business. For instance, there are potential franchise candidates to evaluate, real estate to analyze, franchisees to train, and franchisees to support; not to mention all of the franchis...
Like most companies in most industries, franchisors have plenty of moving parts and pieces in their business. For instance, there are potential franchise candidates to evaluate, real estate to analyze, franchisees to train, and franchisees to support; not to mention all of the franchi...