Enable Success: Choosing the Best Salesforce Edition to Meet Your Needs

As a Salesforce consultant, it is always satisfying to hear a client recount the vigorous research process of selecting a CRM, ultimately choosing Salesforce.com – a clear winner above the rest. A smile invariably creeps across as the ideas begin to swirl with visions of workflows, sales teams, Apex triggers, VisualForce and mass uploads via the API. However, those thoughts are diminished when the client completes their original statement with, “we’re going with Professional Edition.”   Professional Edition is a safe and simple solution for companies that have finite product or service offerings and single sales divisions. The price point and ever increasing pressure on management to keep new processes as simple as possible, compound the lure of Professional Edition. However, organizations that aren’t bound by a single sales track or who want to take full advantage of cloud computing and automation need to consider the lost opportunity cost of selecting Professional Edition. After the discovery sessions, configuration, implementation, and training have been completed, the platform is what you make of it, regardless of license. Governance and nurturing long-term vision will ultimately make your Salesforce.com implementation a success. However, when thinking about which edition is the right fit for your organization consider the following:   With Enterprise Edition or above… You get a sandbox. Here, future iterations of your instance will be built and tested before being released to your team. You get profiles, record types, and field level security. Customize your users’ experience to streamline workflow, ease burden, and enhance analytic insight. You get access to the Salesforce API. Data in Salesforce becomes collaborative – what users enter...

The Cloud is Your Transformation Concierge – Where Do You Want to Take Your Business?

We’ve all heard of the ethereal cloud but few of us understand what it is and even fewer are leveraging it properly.  For most, the cloud is another place to store the ever-growing accumulation of stuff.  But the cloud has potential beyond managing your iTunes library and some are adopting it to the exponential benefit of their business.   According to a study from consulting firm Emergent Research and Intuit, the percentage of U.S. small businesses using cloud computing is expected to more than double during the next six years, from 37% to nearly 80%.  Many small business owners utilize the cloud to streamline communication, increase efficiency, and generally save time and money.  In fact, cloud technology is already having a broader impact on the macro-economy.   With the growing library of platforms and applications accessible across an enterprise and on mobile devices, small and large business are increasingly able to focus on mission critical aspects of their business.  In turn, we’re seeing an explosion in innovation and efficiency that shadows a similar boom during the first years of the Internet.  The cloud is enabling a culture of quick and precise communication and collaboration.  Small and mid-sized businesses are now able to level the competitive landscape and directly challenge traditionally held business sectors – for example, Airbnb.   At NEXMachine, we give our customers the tools and the solutions they need to transform their business.  Process optimization, cross organizational communication, precise reporting, and increased client interaction and intelligence are just a few ways that NEXMachine clients are using the cloud to gain a competitive advantage.  For more information, feel...