Integrating Salesforce + GroupSwim + web design for complete customer lifecycle experience

Last week I visited with a potential sales partner about Intellicore Design solutions.  Among the topics, I discussed how we saw our business automation, collaboration, and web design solutions integrating together.  Said another way, Salesforce, GroupSwim and web design/eCommerce.

Knowing that a picture is worth a thousand words, I drew a diagram for our prospective sales partner.  Then this weekend, I listened to a fabulous video presentation by David Armano, VP of experience design with Critical Mass, on Thinking Visually, The Movie and it spurred my thinking to post a copy of the sketch in Big Cat Chronicles.

This is just a sketch, and not a fancy graphic, but it gets the job done.  So here it is, the our world view of our solutions.

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Customer outreach via Salesforce and GroupSwim

If you have a customer-centric business, then you already know that you need to outreach to your customers. The question then becomes how?  We like integrating Salesforce and GroupSwim to accomplish the goal, giving each solution different aspects of the heavy lifting.

Yes, the two solutions have some redundancies like both having knowledge bases.  In most of these cases, though, one solution outperforms the other so it makes sense to use a combined best of breed solution to get the give the most to your customer interactions.

Here’s how we envision things – and this is the sort of thing we’re in process of developing.  This springboards on a discussion that I touched on in my article Integrate community and CRM solutions & alleviate sales challenges.

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Integrate community and CRM solutions & alleviate sales challenges

Over the last two articles in the Sales Challenges series (here and here), we’ve delved into the sales challenges revolving on messaging, prospecting and closing sales.  We also identified using online community and CRM solutions to resolve these challenges.

Today, I want to close the loop by discussing the benefits of integrating these solutions together to further mitigate sales challenges.

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Mitigate prospecting and sale-closing challenges – Use CRM and community solutions

Sales Challenges series, part 2

Yesterday, we opened the Sales Challenge series by looking at challenges around messaging and the solutions to mitigate them.  Today, we’re going to investigate challenges around prospecting and closing sales and the ways in which you can use CRM and community solutions to resolve them.

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Resolve messaging sales challenges with community solutions

In this economy, we all face sales challenges.  Topping the list are those related to messaging, prospecting, and closing the sale.

Each of these challenges can be mitigated through the effective use of CRM and community solutions in the Sales Challenge series will investigate each and provide solutions to mitigate them.  To start off, we’ll focus on the messaging.

However, these challenges interconnect so in our third and closing article in the Sales Challenge series, we’ll address integrating the solutions to achieve a holistic resolution.

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Group management in GroupSwim solutions

GroupSwim solutions, our most favorite on-demand social software, offer role-based permissions for members and unlimited groups so it’s fabulous method to foster online collaboration and communication, with privacy levels to match.

How do I group thee in GroupSwim?

Let me count the ways.

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Strike it rich when panning for Search gold

I spend a lot of time online visiting group forums and looking up information in knowledge bases.  It’s a bit like panning for gold.  Sometimes you strike it rich – but many other times you come up with a bust.

Why?  Because many online resources lack good search capabilities.  Searches and tags for many solutions lack good intelligence to find what’s truly important.  Additionally, most tags like a relationship to others.

That’s why I’m loving GroupSwim....

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Pooling knowledge the GroupSwim way

Yesterday we announced our new partnership with GroupSwim.  Today let’s do a bit of splashing around so you can see why we’re flipping with excitement about their collaboration and community solutions.

The GroupSwim focus is on the B2B and small- to medium-sized market.  At present, the feature functionality of its solutions centers on:

  • Wikis,
  • Discussions, and
  • File sharing. 

Intellicore Design Consulting is just gearing up our own value-add development around GroupSwim but for right now, let's just look at GroupSwim as a standalone solution...

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