Following from my earlier Post, Salesforce IDs and the 15-18 digit problem, here’s some Visual Basic code that can be installed as a User Defined Function (UDF) in Microsoft Excel (or, Microsoft Access) to easily convert Salesforce 15 character IDs to the “unique”, required by Microsoft applications, form of 18 characters … and a YouTube video to get you started.   Enjoy!

If you have any queries concerning this code, or installing it in MS Excel or MS Access, don’t hesitate to contact me.

May you live in interesting times

These are certainly challenging economic times for charities, for  nonprofits; indeed for-profit as well.  Now, more than ever, at the end of each day, you must be questioning whether your internal system are fit for purpose:

• that those monthly all too critical reports are all too time consuming to produce
• that essential data is still only available on paper!
• that even timely metrics are taking too much time to produce! That you’re unable to track even the most basic of activities
• that all tasks appear to be totally dependent on a proliferation of spreadsheets, all in different folders, with nobody following a consistent naming convention …
• that the details of the last contact with that very generous donor, that’s just called you for an impromptu meeting, are in the fund managers head – and they’re off ill …

Familiar experience?

You’re not alone.  Essentially, it’s time you must consider implementing that CRM (Contact or Client Relationship Management) system you know you need; or, at the least, schedule a review of your existing CRM implementation.

Still unsure as to why you need a CRM?   Well with a CRM configured to your needs you’ll most certainly:

• be enabled to automate a variety of processes and procedures, and in doing so become more efficiently at train new staff, or enabling existing staff to adapt
• have better coordination within your organisation
• have a detailed overview of communication with all your clients, and have better connect with your constituants
• have a comprehensive overview of all contacts; have better contact sharing and management as all contact details (e-mail, phones, address, …, last contact details, …) are all stored in one single place
• be able to share personal calendars and tasks; monitor and forecast performance to focus efforts and work to produce reports: internal and external

But be warned:

It’s never straight forward implementing a CRM system – be they peaceful times, or chaotic.  But, be reassured:

• there’s no perfect CRM solution out there – and they’ll never will be one
• CRM implementations mostly fail because of lack of buy-in
• the CRM itself is often a fraction of the overall total cost (for charities some CRMs subscriptions may even be free!  See my earlier post about Salesforce.com’s philanthropic 1:1:1 model)
• don’t forget the network, and access to the web; annual ongoing support, implementation and configuring additional modules, …, conversion costs: pooling, tidying, and re-structuring all the existing data in your unsupported database and spreadsheet ready for importing …
• that CRMs are for the long-term … so expect that after several weeks, or months, to find that some operation,  functions or processes could be addressed better, and that you would like to modify your present solution …

Where to start?

The trick?  Don’t procrastinate!

• start small!
• you’ll need a team – but don’t let the techies make the decision alone
• identify needs and priorities - what are the deal breakers
• what do you really need?  The classic: Must have, Like to have, …
• ensure that the implementation partner fits your culture, staff, and budget

Require the CRM to support:

• Mass Emails & Mail Merge
• Calendar, Email & Contact Management
• Marketing and Campaign Management
• Lead Management
• Customer Service Management
• Reporting and Analytics
• Interactive Marketing
• Document and Content Management
• and,
• if it’s the current best of breed, as in Salesforce.com, an social media application like Chatter …

May you live in …

Apparently there is no Chinese language equivalent of the curse “May you live in interesting times.” The nearest authentic Chinese proverb, according to Wikipedia, is “It’s better to be a dog in a peaceful time than be a man in a chaotic period.”

Cartoon: Non Sequitor © Wiley Ink INC

Salesforce CRM user?

Are you a Salesforce CRM user?  Use Microsoft Excel for analysis or reports?  Then you’ll have met the Salesforce 15 digit ID problem.

Internally Salesforce IDs are 18 digits long.  But, Salesforce Reports reduce them to 15 digits.  So, for example, an Organisation ID internally might be 0014000000LmabcAAB, but in a report it will appear as 0014000000Lmabc. The missing last three digits (the “AAB” in the example) are check-digits; used for error detection.

Now that wouldn’t be a problem if it wasn’t that Windows applications, such as Excel and Access, are case insensitive.  The 15 digit IDs are unique, which is what you need when you use the Excel function like VLOOKUP, but Excel treats 0014000000Lmabc just the same as 0014000000LMABC (case insensitive!) - so, your Salesforce IDs are no longer unique and VLOOKUP will no long find the correct match … (incidentally, the 18 digit IDs are unique to VLOOKUP!)

There are algorithms you can use to reconstruct the last three digits of your Salesforce IDs (search Salesforce Help for “How can one convert a 15 character id to a 18 character id?“), but better still there’s a script that works in Google Docs online spreadsheet.

Convert 15 to 18 Digit Salesforce IDs with Google Spreadsheets [video] – enjoy:

My thanks to David Engel, of The Engel Journal, for his Post and Video on this topic.  Similarly, David’s acknowledges in his post Damon Douglas, David Padbury, and Stefan Kuehlechner.

If you need further support processing you Salesforce data using Microsoft Excel, or Access, then please don’t hesitate contact me.  Alternatively, there’s a Java script that converts Salesforce 15 digit IDs to 18 digits that can be found here.

One of the unavoidable complications with your email marketing newsletter is that you cannot fully control the font in which it is displayed. The email reader, or the browser, that your customer uses is not guaranteed to use the font you have so diligently selected for your newsletter. This is just as true for your carefully crafted HTML email, or your web site – i.e. the font may not be available (loaded) on your customers PC. Obviously, the alternative for your newsletter is to send it as a PDF document attached to a covering email; but that’s one extra click required of your time-starved customer …

So what’s available to ensure that your extensively researched look&feel, your brand, is consistent between your website, your newsletters, your HTML emails, and your ‘paper’ publications? You could depend on the Cascading Style Sheet (CSS) font-family property (see font family, or w3school.com, or for a more general introduction: sitepoint), alternatively you might consider Google Fonts!

I’m currently mentoring a charity that require a non-standard layout for their new information newsletter. We’ve reviewed Litmus: Email client market share, and have compromised, for their first issue, on a standard font. They are non-profit Salesforce user, using Vertical Response as their email marketing App. (incidentally you don’t need to be a Salesforce user to use Vertical Response, you can use it as a standalone application … this is well worth considering if you’re a charity). However, for subsequent newsletters we’ll be using Google Fonts.

So what are Google Fonts? Google Fonts are “… high-quality web fonts that you can include in your pages …” With simple code (the Google Fonts API) in the HTML of your newsletter you’ll have significantly more control over the fonts your customer will view your newsletter in. Essentially, Google Fonts are downloaded from the Google Font Server when the newsletter is first read (technically: the fonts are saved in the email/browser cache so subsequent newsletters will be quicker … ).

Some example Google Fonts and their effects (Yes! Google Fonts work in WordPress!):

This is Cardo!

This is Tangerine!

This is Tangerine, with shadow!

To preview the currently available Google Fonts try here … So, no excuse now; move your Fonts to the Cloud!

Need more information? Do contact me.

Salesforce.com has a philanthropic 1:1:1 model.

In his book “Behind the Cloud“, Marc Benioff’s (co-founder 1999, chairman and CEO of salesforce.com), Part 6: The Corporate Philanthropy Playbook, starts with Play#64: “The Business of Business is more than Business” – a quote widely attributed to the American economist, statistician, and a recipient of the Nobel Memorial Prize in Economics; Milton Friedman (and here).  In the book Marc states that the co-founders of salesforce.com shared his philosophy that “the value of a corporation should be distributed not only to its leadership but also to the communities in which it operates and to the world.”  Suzanne DiBianca (Executive Director and co-founder of the Salesforce.com Foundation) officially joined salesforce.com in 2000 to establish the Foundation – now a decade ago!  So what is the 1:1:1 model?

1% time, 1% product, 1% equity

• 1% time: salesforce.com employees spend six paid volunteer days per year responding to community needs around the globe – employees have, so far, donated 178,000 hours
• 1% product: Salesforce donate CRM licenses to non-profits organisations – to 8,000 non-profits, in some 70 countries.  The Foundation offer 10 subscriptions for free, and the rest at 80 percent discounts
• 1% equity: Founding stock from salesforce.com provides funds for grants, with a specific focus on  supporting youth, technology innovation and employee-inspired volunteer projects – including some $20 million in grants to non-profit organisations

The case presented by Marc for Corporate Philanthropy (Play #68:  Share the Model) is:

1. It’s the right thing to do – for the community and the company
2. It builds your brand
3. It attracts and retains employees – a competitive advantage
4. It’s fun – honest

The model has also been adopted by many of salesforce.com’s third-party suppliers.  Most of the suppliers listed in salesforce.com’s AppExchange (the marketplace of 1000+ applications and services that extend Salesforce’s CRM) offer free, or significantly discount applications, or services to non-profit organisations.

I acknowledge that I have an interest in salesforce.com – I am a qualified salesforce.com administrator, and I have supported a number of charities, some pro bono, with their implementation and configuration of the non-profit instance of saleforce.com (Brian Green Consultancy CIC).

It’s official: “Salesforce Chatter accelerates the demise of Microsoft SharePoint and IBM Lotus” – so claim’s salesforce.com in their press release of 17th February 2010.

The SaaS leader buys time with the launch of this beta that offers real-time feeds from consumer services “Facebook, Twitter, and Google Buzz” (though, in a ZDNet post, this is clarified by salesforce.com: “Chatter at this time doesn’t integrate with Google Buzz.  Google Buzz was used in the press release as an example of a popular social consumer network.”)

There will be 100 companies in this private beta program, including Reed Exhibitions, Schumacher Group, and TransUnion.  Chatter should be delivered sometime in 2010.

For more on Chatter see my earlier post “You won’t be able to get too much Chatter.”

This has been a title for a post since well before January – I’ll now delete the draft!  Enjoy …

Charityhowto.com have further video training guides for nonprofits on YouTube (here)

Today (Tuesday 2 Feb.) an enterprise collaboration tool from SAP, that is based on Google Wave, will enter public beta.  With the informative beta name 12Sprints, the application will allow “users to collaborate on solving business problems in real time.”

Being dependent on Google Wave, SAP will be following Google’s classic approach with 12Sprints having a beta period that will “never end.”  In acknowledgement of this, David Meyer (senior vice president of emerging technologies, SAP) has stated that the “… whole idea is to learn from [its] usage.”

Why is this interesting?  Software giant SAP have plans to launch web-based sales management software (i.e. SaaS) in the middle of 2010 – they will be competing directly with their long term rival salesforce.com.

Of course, there’s the obligatory YouTube video’s (there are 13 in all) for 12Sprints:

And, you can become a friend on Facebook, and follow the beta on Twitter …

12Sprints is an example of an Enterprise 2.0 tool – a tool that enables decisions based on the response from multiply persons within the organisation.  But, essentially it employs the same tools used to make a decision as “normal” business group might.  However, SAP appear to be taking Enterprise 2.0 serious.  Below is a brief video of part of a round-table held by SAP titled “Enterprise 2.0 – A Look into the Crystal Ball” (this video is about Gravity a forerunner of 12Sprints).

Observe, 12Sprints is an excellent example of the use of Google’s Wave within the organisation, but it’s not a replacement for Twitter, Facebook, e-mail, etc (i.e. unlike salesforce.com’s Chatter – which is yet to become available in the wild.  In beta, or otherwise!).

In a rather superficial Q&A in Computer Business Review (CBR), late last year, Parker Harris (executive VP of Technology, and co-founder of salesforce.com) identifies what salesforce.com will be concentrating on in 2010.

The majority of the article focuses on Cloud Computing gaining acceptance, salesforce.com competitors, and [Cloud] Security.  Then, in the final paragraph, Parker not surprisingly states that the Service Cloud, to which he is actually referring to salesforce.com’s Service Cloud 2, “will be the next billion dollar business”, but, then there’s no surprise there.  Similarly, and maybe more significantly, he acknowledges that Collaboration (Wikipedia: “a recursive process where two or more people or organizations work together in an intersection of common goals”) is not fully understood by business.  Here Parker is referring to salesforce.com’s pending collaborative layer/tool Chatter.  Parker, or Janine Milne the author of the Q&A, then slip into verbal melt down and end the Q&A with “instead of being data-driven your data will come alive … the whole concept of viral communication will take off.”  Now, I’m familiar with the phrase Viral Marketing, and one of my favourites (below) is the Cadbury’s (should that now be Kraft?) Gorilla Advert of 2007, but viral communication?  With definition’s like “is the dissemination of information (either true facts or plain rumours) between individuals by self replication” (Behavioral Finance Group) – Oh, come on!

As a stark comparison in the same edition of CBR there’s another related Q&A.  Rob Howard, founder and CTO of enterprise collaboration firm Telligent (“a pioneer of social media platforms”) explains how social media is becoming the established way for businesses to communicate – Rob also has a blog Enterprise 2.0 and social computing.  Rob’s reply to “will 2010 be year of social media?“, is that he doesn’t think we are there yet, and that we have some 12 to 18 months for the market to mature.  More pertinently he warns against the misguided belief that Social media replaces the way business work – and that it’s all about “integration”.

As an act of due diligence I searched for the phrase “viral communication”.  For your amusement here are some of the references I found:  from the MIT Media Lab of 2005 a disturbing claim that “Viral Communications focuses on constructing agile, scalable, collaborative systems that permit uncontrolled growth, minimal power use, and maximum ability to intercommunicate, with viral architectures moving the intelligence from the trunk to the leaves.” [Aargh!] And, in Changeworksblog, written by Sue Tupling, you’ll find several posts listed against the keyword/s “viral communication” – but only one post, from 2008, includes the phrase.  And, finally in an Abstract of the IIW Institute of Information Management, “The paradigm of viral communication” (published in 2002!), which apparently identifies “… viral messages as a new paradigm of communication …”  So, now you know.

This week in GOOGLE #23, “What Should Google Do?“

This week in GOOGLE, or TWig, is a podcast covering Google and all thing cloud computing.  Hosted by Leo Laporte, Gina Trapani, and Jeff Jarvis.  Jeff Jarvis, in particular, is the author of What Would Google Do?, blogs about media and news at Buzzmachine.com, and is associate professor and director of the City University of New York’s new Graduate School of Journalism.

This being the first TWig episode of 2010 the discussion is about the future and “what should Google do?”

The team agree that Google doesn’t yet feel professional enough, yet it must expand into the Enterprise area in 2010 as there’s nothing left for it to do but create an Enterprise revenue stream.  But is Google ready for the Enterprise?  The team compare Google with Amazon, and salesforce.com, and decide Google is not as trustworthy (Marc Benioff, CEO salesforce.com, will be absolutely delighted to know he’s being compared with Amazon – Amazon being Marc’s inspiration when formulating salesforce.com …)  Jeff  then celebrates salesforce.com, “salesforce really knows how to serve business … ,” and “knows what a business needs.”  So, Google is going to have to prove that it’s more than merely search and advertising in 2010.

Another programme on worth tracking down is CNBCs “Inside The Mind of Google”