Shoretel has just published the results of a survey they conducted and I find the results intriguing.  Specifically,  81% of IT Directors want to simplify their communication system.  Ok, that’s interesting. But, what’s REALLY interesting is how they are defining this simplification.  44% of IT directors say simplifying their phone system means having the ability to integrate the phone system with other business processes.  (I know a company that can help with that!)

Now, the opportunity: 53% of the respondents who want a simpler system, don’t have a plan in place to get it. (I know a sales force that can help with that!)

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We use Salesforce.com (SFDC) religiously at M5 Networks.  In fact, we even created M5Connect which allows our phones to integrate with SFDC for click to dial, screen pops, etc.  I have created my own system - utilizing the wrap codes our connector creates and the tasks in SFDC so at a glance I can see what has happened with a particular lead.  I always put the state on the task if it is not in my time zone, and I use terms like “Call” if I have not left a message, “Call” if have not heard from the lead after I left a voicemail, and “Check back in” if we have spoken.  I came across this article (Organized Tasking for High Outblound Inside Sales Activity) from AG Salesworks on Twitter that provides some new ideas to organizing tasks in Salesforce.com.

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