Archive for March, 2010

Upcoming Events

Monday, March 29th, 2010 | located in Events | No Comments »

The Ribbit CRM team is on the move. Be sure to catch them at one (or more) of the following conferences:

• Cloudforce 2 Tour: April 6, 2010 in Reston, VA
• Cloudforce 2 Tour: April 8, 2010 in New York, NY
• Sales Leadership Conference: April 19, 2010 in Las Vegas, NV

Stop by our booth at one of the Cloudforce events or find Greg Goldfarb roaming the halls at the Sales Leadership conference. If you are already using one of Ribbit’s CRM solutions, we would love to hear about it. Not sold yet, come on by and see a demo. It will be good for you.

Making Use of Voice Memos in Ribbit for Salesforce

Thursday, March 25th, 2010 | located in Features | No Comments »

If you’re like most people I know, you’re busy—and not just some of the time, but pretty much 24X7. Multitasking is not something you do for just a few minutes here and there when you’re short on time—it’s a daily automatic reflex. So having a tool that lets you avoid time consuming administrative tasks like typing up meeting notes or creating records in Salesforce is more than just valuable, it’s essential.

This is where Ribbit for Salesforce comes in. Once you try this feature you’ll never go back to manually typing your meeting notes.Here’s a potential scenario: You just got off a plane in Miami and you have two client meetings before your evening flight home. Plus, you were hoping to stick your toes in the sand for a few minutes before you rush off the airport. Client A, you discover in your meeting, has some fulfillment issues they’d like to resolve before they place their next order. Before you’re even out of the parking lot you’re already on your phone, dictating your meeting notes while they’re still fresh in your memory.

While you’re driving to meet with client B, your meeting notes are automatically transcribed and sent to you via email—and also flowed directly into your Salesforce message box, where Salesforce activity history is automatically populated. At the same time, Ribbit creates a record of your client visit in Salesforce and inserts your meeting notes. Based on rules you’ve pre-defined in Salesforce, an activity is automatically assigned to customer support for follow up.

Your next meeting with client B goes well and they decide to place an order. You call in your meeting notes from that meeting as you’re driving to the beach, and—based on your pre-defined rules and the phone numbers you’ve set up to call—your notes are automatically transcribed and sent to your admin assistant as an assigned activity. Both your assistant and your customer service team complete their assigned activities while you’re ordering lunch at a beachside cafe. Ahhh.

Now that’s what I call working less while selling more.

The Beauty of Ribbit’s SMS Shout

Wednesday, March 10th, 2010 | located in Features | No Comments »

Lets say you want to alert your Salesforce users about some upcoming scheduled system maintenance, or you want to alert your customers to a limited time offer your company is running. Rather than send this information as an email (which may or may not ever get opened), why not use Ribbit for Salesforce to send it as an SMS Shout?

Think about it. You’ll probably save a day or two bypassing the email creation process. No having to compose an email in both HTML and text, getting your designers to add graphics to make it attractive, and routing it to scores of people before you can send it out to customers. Now you can send simple communications directly from Salesforce in the form of SMS text messages instead.

The advantage is that most people tend to read and respond to text messages immediately (as opposed to non-urgent email messages, which tend to sit unopened in many email inboxes). And the best part is, your SMS Shout is automatically logged in your Salesforce CRM and attached the appropriate customer records, giving you a written record of your communications activity. It’s a great way to get results and stay organized.

Marc Benioff says it is time for a change.

Thursday, March 4th, 2010 | located in SME Trends, Salesforce | 1 Comment »

salesforce.com CEO, Marc Benioff, shared a couple of thoughts via a guest video during the RSA conference keynote. Marc has spent the last 10 years pushing the edge of enterprise software by bringing productivity products into the cloud, and is encouraging companies to embrace change.

One of my favorite quotes from this short video is: ‘Lotus Notes was conceived before Mark Zuckerberg was. It is time for a change.” Amen brother.

I would not call myself a Benioff ‘fan girl’, but I do appreciate the vision he brings to the world of enterprise solutions - working to bring cloud + mobile computing + social elemsntelements and .

Upcoming Events: Maximizing Sales Productivity Webinar, Oracle CRM Road Show and Sales 2.0

Monday, March 1st, 2010 | located in Events | No Comments »

Free Webinar: From the Field to the Office - Maximizing Sales Productivity: March 4, 2010 (online)
New research from CSO Insights and real-world examples from Ribbit reveal strategies you can use to optimize productivity and boost sales in 2010. Join Jim Dickie, managing partner, CSO Insights and Greg Goldfarb, vp of enterprise applications, Ribbit on Thursday, March 4th, from 10:00am PST to 11:00am PST for this FREE one-hour webinar. During this webinar we will cover strategies and study findings for sales performance optimization in 2010 and give an overview of Ribbit for Salesforce that includes a demo and real-world use cases. If you would like to join us for this free webinar, please register online and we will send over the login details prior to starting.

—–

Oracle CRM Road Show: March 4-5, 2010 in San Carlos, CA
Looking for a mobile tool that integrates your mobile phone with your CRM, & email? Ribbit for Oracle connects your mobile phone, Oracle On Demand CRM and email with integrated voice to text conversion. Calls, voice-mail, and voice memos automatically flow into Oracle On Demand CRM along with text transcriptions. You can check out Ribbit for Oracle at the Oracle CRM Road Show on Thursday, March 4th from 5-7 pm at the Hiller Aviation Museum: http://www.hiller.org/

—–

Sales 2.0 Conference: March 8-9, 2010 in San Francisco, CA
Discover new strategies for selling faster, better, and smarter in the post-recession economy at the 2010 Sales 2.0 Conference. Visit Ribbit’s booth at the two-day event and see how Ribbit for Salesforce can help you sell even more.