MK Partners Blog

MK Partners is happy to announce our latest product for nonprofits using salesforce.com, Who’s Money?, and to celebrate we’re giving it away! (keep reading to find out how you can get it)

Who’s Money? leverages salesforce.com’s latest features to provide up-to-date metrics on every Donor’s giving history without any user interaction required. The product is fully compatible with the salesforce.com Foundation’s Nonprofit Starter Pack, the legacy Nonprofit Template, and any other custom configuration you may have.

“We were tired of having to perform massive data migration and analysis for our customers just to get some basic metrics, so we built a simple and automated product to do it for them.”, said MK Partners CEO Matt Kaufman. “This finally solves the problem plaguing all nonprofits using salesforce.com”.

Who’s Money? is easy to configure from a visualForce powered setup page that includes options for scheduling how often you want your metrics calculated. Choose from monthly, weekly, or nightly options and start/stop the process with clicks not code.

Features:

• Updates Contacts with their last donation date
• Updates Contacts with the number and amount of all donations for the current year and last 4 years
• Updates Contacts with the number and amount of all donations for their lifetime

Requirements:

• Enterprise Edition, Nonprofit Edition, Unlimited Edition, or Force.com Editions
• Contacts and Opportunities

How to Install:
Visit http://sites.force.com/appexchange/listingDetail?listingId=a0N3000000260l4EAA
Configuration Steps available at www.mkpartners.com/support

Giveaway Details:
MK Partners is giving away a free 12 month org-wide subscription of Who’s Money? to the first 10 people to comment on this post and install Who’s Money? in their salesforce.com org. To help us match up your license with your comment, please use the same name and email address as your salesforce.com user. That’s it, it’s that easy, no hidden fees, it’s absolutely free.

Real Capital Markets, a company that provides custom web marketing, a Virtual Deal Room®, and qualified principal/buyer database for the commercial real estate industry, has selected MK Partners to optimize its use of salesforce.com. Real Capital Markets came to MK Partners because it felt it was not leveraging the full functionality of salesforce.com. Specifically, MK Partners will focus on modifying salesforce.com to better help Real Capital Markets track and monitor the tasks and data associated with its sales funnel, pending deals, and automate the ability to process service agreements within salesforce.com.

MK Partners is excited to bring Real Capital Markets the results it seeks and welcome them to the long list of businesses who have relied on MK Partners to better enhance their processes and service.

Have you turned on the new salesforce.com UI yet?
1. Click on Setup | Customize | User Interface
2. Check the Enable New User Interface Theme checkbox
3. Click Save

Warning, it’s a big change, so you might want to try in sandbox first.

Let us know your thoughts in the comments.

Salesforce.com is giving away free copies of the eBook Salesforce.com Service Cloud for Dummies, co-written by our very own Matt Kaufman. You have to sign up for a new free trial of salesforce.com to get a copy, but there is no financial commitment required.

The book is designed for administrators who need to learn the basics around using salesforce.com for customer service management. It covers the basics but also delves into some more advanced topics like twitter, facebook, and google search. If you’re a new admin or expanding your org’s usage of salesforce.com, we recommend the read.

You can also pick up hard copies of the book at various live salesforce.com events focusing on the service cloud.

Starting next week, MK Partners will be hosting monthly giveaways for our loyal blog readers. Once a month, on a random day, we will have a post detailing the prize and what you need to do to enter. The prizes will at first consist of licenses for our products, but we are actively working on getting our partners to participate too. The details on what you have to do to enter will be in the blog post.

For this first giveaway, we’re going to give you some extra hints. The post will be published on Wed 3/10 at 8am PST. In order to enter you will have to be one of the first 10 people to comment on the post. The prize will be a 1 year org-wide license to our latest product Who’s Money?, a $500 value. Who’s Money? is an automated calculation engine that will let you see how many Opportunities (Donations or Gifts) are related to a Contact and how many dollars they are worth. The product uses the very latest features in salesforce.com that came out in the Spring ‘10 release.

For more information about Who’s Money? visit our new products page at www.mkpartners.com/products-services

Whipple Russell Architects, an architecture firm, has selected MK Partners to optimize its use of salesforce.com. Without a dedicated IT staff, Whipple Russell Architects came to MK Partners to leverage the full functionality of salesforce.com. Specifically, MK Partners  employed a Consulting On-Demand solution to sync MS Outlook with salesforce.com and developed web-to-lead forms so Whipple Russell Architects could better manage its correspondence and generate more leads.

With our Consulting On-Demand package, organizations contact an MK Partners salesforce.com expert as needed to implement immediate solutions to salesforce.com obstacles.

MK Partners is excited to bring Whipple Russell Architects the results it seeks and welcomes them to the long list of businesses who have relied on MK Partners to better enhance their processes and services.

MK Partners is proud to unveil its second new force.com Sites powered page in just as many weeks. Our new Products & Services page dynamically displays a list of active products in our salesforce.com pricebook. This change makes it much easier for us to release new products and update descriptions on existing products.

We’re really looking forward to powering this page from salesforce.com and already have a long list of future enhancements to make, including prepopulating our Contact Us page when someone is looking for help with a specific product, displaying the number of active customers for every product, and enabling customers to purchase or renew licenses from our website.

Please tale a look at the new page and let us know what you think in the comments. And if you’re interested in getting a page like this for yourself, visit our Contact Us page to have someone contact you right away.

Salesforce.com has two in person events coming up in the next few months. If you’re an experienced Administrator that wants to start building out custom functionality, we recommend the Admin to Hero Roadshow. If you’re brand new and don’t really know where to start then the Cloudforce 2 Essentials is a good place. Here are the details.

Admin to Hero Roadshow: Free Force.com training session
Mar 16, 2010
9am or 1pm
salesforce.com
900 Concar Dr
San Mateo, CA 94402

Cloudforce 2 Essentials: Sacramento
Apr 8, 2010

Hyatt Regency – Sacramento
1209 L Street
Sacramento, CA 95814

MK Partners is proud to announce that we have a new Contact Us page on our website. Our former Contact Us page was a web-to-lead form that submitted new leads directly into our salesforce org. It was very good at what it did, but we really needed a more powerful page.

Our new Contact Us page is powered by force.com Sites and it does much more than just enter leads into salesforce. The new page dynamically changes the questions on the screen based on why you are contacting us. If you’re contacting us for product support it you have to fill out questions related to the issue. If you’re contacting us for sales you have to fill out questions related to your project. But wait, there’s more, not only do the questions on the screen change, but the resulting record in salesforce changes too. Support inquiries turn into cases and sales inquiries turn into leads!

We fell this upgrade is is long overdue for us, not only because we are such proponents of using force.com Sites but also because it improves our efficiency and helps us respond faster to support requests.

If you’re interested in having MK Partners create a custom force.com Sites powered page for your website, fill out our Contact Us form at http://www.mkpartners.com/contact

For those of you that don’t subscribe, here’s a great post from lifehacker.com about some must use Google Settings.

http://lifehacker.com/5470671/top-10-google-settings-you-should-know-about