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I need to create a roll-up summary field that looks at a date field on the Opportunity page.  I'd like to have the criteria read:  Show Closing Date greater than TODAY.

Unfortunately, it won't allow me to use TODAY.

Anyone know of a work around to this?

My goal is to find Accounts that do not have future opportunities.

Thank you.

Freeman is seeking a proven leader to serve as our Business Application Manager. This person will be responsible for managing and overseeing the Customer Relationship Management (CRM) application, Salesforce.com (SFDC). A major priority will be coordinating the activities with SFDC of all Freeman's sales organizations, to provide corporate reporting on performance and productivity metrics. This person will provide training, administrative, analytical and operational sales support to internal clients. This position will report to a Sales Executive, and works with individual administrators for the separate business units. Responsibilities will be both tactical and strategic in nature.

General Job Description:

  • Identify opportunities to enhance business reporting using CRM application, develop consensus for those changes, and drive those enhancements across the organization
  • Communicate standard concepts, best practices, and procedures to the organization
  • Provide leadership in maximizing the capabilities and functionality of the system across all business units
  • Conduct regular review sessions among both users and executives on the use of the application
  • Supervise training and support - both to new and existing database licensees across the organization - principally conducted by individual business unit administrators
  • Maintain data integrity on a consistent level to mine and target strategic areas of interest
  • Create, analyze and recommend actions based on trends within key performance indicators
  • Develop and distribute sales reports to provide valuable insight to business leaders across the organization
  • Provide recurring analysis and evaluation of the internal workflow processes
  • Develop ongoing requirements to support strategic outlook
  • Maintain awareness of all new products, features and upgrades to the application
  • Collaborate with Marketing department regarding all database related needs and initiatives
  • Provide progress reports for end user adoption analysis and any necessary recommendations
  • Ensure consistency of database language and lexicon throughout all verbal and written communications

Minimum Qualifications:

  • Bachelor's Degree required
  • Minimum of five (5) years related experience in a Sales or Marketing Administration role
  • Must possess extensive knowledge and experience using Salesforce.com or other SFA/CRM equivalent
  • Ability to read, analyze and interpret data and/or financial information
  • Expertise in Microsoft Office Suite
  • Maintain a high level of internal customer satisfaction
  • Experience in organizations with multiple business units and CRM constituencies a strong plus
  • Ability to effectively present information and respond to questions from groups of internal clients
  • Strong candidates will possess exceptional communication and interpersonal skills
  • Excellent customer service skills


Work Schedule:

Business hours are Monday - Friday, 8:00 am - 5:00 pm. Business hours may extend into nights and weekends as business dictates.

 

To apply:    Please submit your resume directly to the position on our career website at www.fremanco,com.  If you have any questions, please contact Michelle Wood at  michelle.wood@freemanco.com.


We offer a competitive compensation and benefits package, 401K plan with company match, and ESOP. If you want further information about our company, please visit our website at www.freemanco.com.


We are an Equal Opportunity M/F/D/V, Drug Free Employer.

I'm at a loss.
 
I have un-installed and installed the Office edition several times, and still can't get the Word edition to work.
 
It will install, but when you add the toolbar - it's blank.
 
I followed their instructions about downloading the zip file, but that didn't help anything either.
 
Any thoughts or suggestions?
 
Thanks.
I don't know if this is possible or not....
 
I would like to be able to run a Pipeline Report for our FY07.  For those months that have passed, I would like to pull the amount in our "Total Revenue (act)" field (this populates from our accounting system.  If the opportunity is for a future month, I would like to pull the data from the Estimated Revenue field.
 
I took a shot at creating a field, but I have no idea what I'm doing.
 
Any help would be appreciated.
 
Thanks!
I need to create a roll-up summary field that looks at a date field on the Opportunity page.  I'd like to have the criteria read:  Show Closing Date greater than TODAY.

Unfortunately, it won't allow me to use TODAY.

Anyone know of a work around to this?

My goal is to find Accounts that do not have future opportunities.

Thank you.

Freeman is seeking a proven leader to serve as our Business Application Manager. This person will be responsible for managing and overseeing the Customer Relationship Management (CRM) application, Salesforce.com (SFDC). A major priority will be coordinating the activities with SFDC of all Freeman's sales organizations, to provide corporate reporting on performance and productivity metrics. This person will provide training, administrative, analytical and operational sales support to internal clients. This position will report to a Sales Executive, and works with individual administrators for the separate business units. Responsibilities will be both tactical and strategic in nature.

General Job Description:

  • Identify opportunities to enhance business reporting using CRM application, develop consensus for those changes, and drive those enhancements across the organization
  • Communicate standard concepts, best practices, and procedures to the organization
  • Provide leadership in maximizing the capabilities and functionality of the system across all business units
  • Conduct regular review sessions among both users and executives on the use of the application
  • Supervise training and support - both to new and existing database licensees across the organization - principally conducted by individual business unit administrators
  • Maintain data integrity on a consistent level to mine and target strategic areas of interest
  • Create, analyze and recommend actions based on trends within key performance indicators
  • Develop and distribute sales reports to provide valuable insight to business leaders across the organization
  • Provide recurring analysis and evaluation of the internal workflow processes
  • Develop ongoing requirements to support strategic outlook
  • Maintain awareness of all new products, features and upgrades to the application
  • Collaborate with Marketing department regarding all database related needs and initiatives
  • Provide progress reports for end user adoption analysis and any necessary recommendations
  • Ensure consistency of database language and lexicon throughout all verbal and written communications

Minimum Qualifications:

  • Bachelor's Degree required
  • Minimum of five (5) years related experience in a Sales or Marketing Administration role
  • Must possess extensive knowledge and experience using Salesforce.com or other SFA/CRM equivalent
  • Ability to read, analyze and interpret data and/or financial information
  • Expertise in Microsoft Office Suite
  • Maintain a high level of internal customer satisfaction
  • Experience in organizations with multiple business units and CRM constituencies a strong plus
  • Ability to effectively present information and respond to questions from groups of internal clients
  • Strong candidates will possess exceptional communication and interpersonal skills
  • Excellent customer service skills


Work Schedule:

Business hours are Monday - Friday, 8:00 am - 5:00 pm. Business hours may extend into nights and weekends as business dictates.

 

To apply:    Please submit your resume directly to the position on our career website at www.fremanco,com.  If you have any questions, please contact Michelle Wood at  michelle.wood@freemanco.com.


We offer a competitive compensation and benefits package, 401K plan with company match, and ESOP. If you want further information about our company, please visit our website at www.freemanco.com.


We are an Equal Opportunity M/F/D/V, Drug Free Employer.

I'm at a loss.
 
I have un-installed and installed the Office edition several times, and still can't get the Word edition to work.
 
It will install, but when you add the toolbar - it's blank.
 
I followed their instructions about downloading the zip file, but that didn't help anything either.
 
Any thoughts or suggestions?
 
Thanks.