May Giveaway: Lead Relatives

Our May giveaway is finally here. This month we’re giving away the latest version of our Lead Relatives product. Lead Relatives is designed to make your sales reps more efficient when working with Leads by providing them with critical information immediately when they view a Lead record. Specifically, it lets you see if any other Lead, Contact, or Account records exist that are similar to a given Lead.

This latest version, 1.7, allows you to customize which fields are displayed in Lead Relatives and sort by columns.

Features:
Finds duplicate Leads, Contacts, or Accounts as soon as you view a Lead.
Instantly know if a Lead needs to be transferred or is free to go after.
Fully customizable to use your existing custom fields.

Requirements:
Enterprise Edition, Nonprofit Edition, Unlimited Edition, or Force.com Editions
Leads, Contacts and Accounts

How to Install:
You can install Lead Relatives via the products page on our website.
Configuration Steps available at www.mkpartners.com/support

Giveaway Details:
MK Partners is giving away a free 12 month 5-user subscription of Lead Relatives to the first 10 people to install it from the link above (must use that link to get the latest version) and then post a review of it on the AppExchange. That’s it, it’s that easy, no hidden fees, it’s absolutely free.

April Giveaway is here!

This month marks our second product giveaway and in case you didn’t already know, this month’s prize is a free 6 month 10 license subscription of SaaS TEa our Time and Expense application built entirely native to the force.com platform.

SaaS TEa leverages Apex and visualForce pages to provide you with spreadsheet-like interfaces that makes it very easy for employees to quickly enter multiple hours or expenses without a lot of clicks.

The giveaway begins now, if you’re one of the first 10 people to install the app from our products page and then comment on this post, you win!

Good Luck.

March Giveaway: “Who’s Money?” Donor Calculation App for Nonprofits

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.

Free Salesforce.com Service Cloud for Dummies

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.

Introducing Monthly Giveaways

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