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Presenting at Two Sessions Next Week at Dreamforce ’13

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Dreamforce 2013 is less than a week away and I am extremely excited. I am proud to announce that I will be co-presenting at two sessions, at the world’s largest cloud computing event. I will be talking about our experiences as an ISV Partner, explaining the architecture behind our Canvas integration, and performing a live demonstration of our app.

We recently released ASPEC for Salesforce on the AppExchange, and worked with a great Salesforce ISV team, as we navigated the process from idea to reality. One of the early decisions was to use Canvas, a new technology that came into its own in Summer ’13. I’ll be speaking on why we chose to use Canvas and our journey through the ISV lifecycle.

ASPEC for Salesforce is truly a great example of a connected app. I am thrilled to be able to share it with the fantastic crowd of sales professionals, partners, and industry experts in San Francisco.

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ASPEC for Salesforce – Available on the Salesforce AppExchange

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ASPEC for Salesforce

It is my utmost pleasure to announce that ASPEC for Salesforce  is now available on the AppExchange. SalesWays’ groundbreaking opportunity management app using our patented sales methodology is readily available, fully-integrated into the world’s most popular customer relationship management (CRM) software.

ASPEC for Salesforce is a connected app that is compatible with all Sales Cloud editions with Opportunity Tracking enabled. With this launch, Sales Cloud users can instantly unlock tremendous value from their Salesforce opportunity tracking through the additional visual and analytical tools found only in ASPEC.

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Manage Your Sales Channels With ASPEC’s New Global Product Filter

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ASPEC - Products Filter

On Friday, July 12th, SalesWays will be releasing version 3.5 of ASPEC Cloud complete with an enhancement to our global filter that will allow users to prioritize, forecast and review sales opportunities by product. The term “product” refers to the item being sold, but service or action could be substituted depending on your business model.

The global filter allows users to filter sales opportunities in their views for specific roles, such as organizational hierarchy, departments, regions, etc., and for selected users and now, products. In this way, the user can condense list views to just those opportunities that fit the filter criteria selected.

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ASPEC Cloud v3.2.1 Release

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ASPEC Cloud continues to evolve and improve, responding to the needs of our growing user base. We have added several new features reflecting international requirements and the need for more flexible search and filtering functions.

Multiple Currencies
ASPEC Cloud now includes a new “Currencies” setup page where administrators can select the base currency and add additional currencies with the corresponding conversion rate. Users can select their own currency based on the base currency or any additional currencies added by an administrator. Opportunities (IBOs) can be assigned to a different currency than the base currency. When using multiple currencies, forecasts will be rounded due to the currency conversion calculations.

Additional Lookup and Text Fields
A second user-configurable custom lookup field as well as two additional text fields have been added to the IBO form. These can be turned on and configured in the Setup menu. All of these additional fields can be used as a filter when searching.

Additional IBO Search Filters
When searching, ASPEC now provides filtering by the several additional criteria. These include the sales cycle start date and the estimated close date; the actual close date and closing status (Won or Lost); and products.

New Mobile Activity Monitoring
There is a new analytical page for Mobile Activity. On this page, users can see logins, synchronizations, and a list of mobile users who have connected to the Cloud app. Currently, the iPhone app is only available in the US and Canadian App Stores, but availability in many more locations is coming soon.

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