Cubic Compass Software

We're looking for a Web User Interface Specialist and a Web Project Manager (click on links for details).

Please send resumes to jobs@cubiccompass.com.

Posted: Monday, June 09, 2008 12:40:19 AM (GMT Standard Time, UTC+00:00)  #   
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In this video, I walk through the creation of a simple "Contact Us" web page that inserts Contacts directly into Salesforce. Contact me at mike@cubiccompass.com if you'd like a more personalized demonstration.

Full screen version here

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Posted: Friday, June 06, 2008 3:49:22 AM (GMT Standard Time, UTC+00:00)  #   
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Kudos to James Shore on the release of his new book "The Art of Agile Development".

Jim and I spent several months together in 2001-2002 developing a Customer Portal framework for a leading on-premise CRM software package with the occasional mentoring from Ward Cunningham (inventor of the original Wiki).

From the few chapters I've read from Jim's book already, it very elegantly articulates many pragmatic principles that are centric (I believe) to delivering successful software projects, as well as tackling difficult topics such as software measurement, risk management, and compensation.

Video interview with Jim here.

Posted: Sunday, May 25, 2008 11:19:00 PM (GMT Standard Time, UTC+00:00)  #   
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This video was inspired by a Salesforce.com customer asking how to create a search page similar to Salesforce's Partner Finder using Dialogue Script.

(I apologize for the video cropping....Full screen video here)

Posted: Thursday, May 22, 2008 3:21:36 AM (GMT Standard Time, UTC+00:00)  #   
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Check out this new Wiki article if you have a need for publishing RSS feeds from Salesforce-driven data.

The context of the article uses a "Jobs__c" custom object, but I'll leave it to your imagination and creativity to truly leverage the full potential of this feature.

Posted: Monday, May 19, 2008 6:45:06 PM (GMT Standard Time, UTC+00:00)  #   
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I had assumed this "rumor" of Salesforce.com switching 4,000 employees to Macs had in fact occurred several months ago based on following Simon's contributions to the Mac world and attending Dreamforce demos.

I'm not far behind making the switch myself. I've decided rather than running Parallels to maintain a stable Windows XP/Visual Studio machine and a separate Mac/Eclipse environment for general browser-based productivity and Salesforce specific work.

No surprise which one will get used the most. I just love the instant boot of the Mac books.

The all SaaS environment utilized by our company makes employee on-boarding, collaboration, and roaming much easier. It's vexing to see companies with only 12 employees shackled to Exchange. If migration is the only barrier to SaaS, then expect to see more service-oriented integration tools and vendors emerge.

Mobile productivity and multiple device synchronization is the next challenge. Google Phone had better be just around the corner. :-)

Posted: Sunday, April 27, 2008 8:09:35 PM (GMT Standard Time, UTC+00:00)  #   
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Just noticed that Microsoft CRM Online is now officially available. Not sure how personally invested I'll get in learning it. I responded to several Beta trial invitations, but never received an invite (and we're a Microsoft partner?!?).

There is a 30 day trial that you can apply for.

Kudos to Microsoft for changing the name from "Live" CRM to simply "CRM Online" (As Simon Cowell might say "The whole Live brand just seems a bit too cabaret-ish for business software applications" ;-) ).

Posted: Thursday, April 24, 2008 8:19:31 PM (GMT Standard Time, UTC+00:00)  #   
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If The Big Switch can be said to represent the centralization of computing resources, then Microsoft's Live Mesh may signal the path towards the big switch back to a decentralized model (albeit with some centrally hosted Microsoft infrastructure).

Some ideas for using Mesh with our CEM platform and Salesforce:

  • Real-time notifications when Leads/Contacts enter your website
  • Sync and offline access to CRM data and documents across several devices
  • Rich development of email campaigns and web page content
  • Social networking with employees, partners, and customers

 


Hands on with Live Mesh
Posted: Thursday, April 24, 2008 2:33:46 AM (GMT Standard Time, UTC+00:00)  #   
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Keeping Real Estate websites up to date with the latest property listing information is a challenging task. IDX implementations vary across the industry and provide little support for structured CRM integration. Fortunately, several Multiple Listing Service (MLS) vendors in the US have standardized on a transaction standard called RETS (Real Estate Transaction Standard) for describing real estate properties and listings.

Cubic Compass is excited to announce a RETS/Salesforce integration solution that synchronizes MLS listings with Salesforce in near real-time (AppExchange package). RETS Import Fieldmaps (documentation here) are used to map MLS fields to Salesforce custom objects

The combination of RETS/MLS data and the Force.com platform gives real estate development and sales professionals a single environment to manage the entire real estate sales process, from listing to website publishing, demand generation, scheduled showings, email marketing, contract management, and close.

Lookup relationships to Properties and Listings give Realtors one-click capability to manage a detailed database of Leads/Contacts and their specific interests. Web-to-Lead forms automatically relate Leads to their primary property Listing of interest.

Web Event activity tracking displays which properties and listings customers are viewing on the website. Page views are rolled up on the Listing records for visibility on most viewed listings.

Property history tracking gives Realtors a detailed database of prior listing transactions, long after the MLS hosted listings are gone.

Contact info@cubiccompass.com for more details and a demonstration.

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Posted: Sunday, April 20, 2008 11:45:52 PM (GMT Standard Time, UTC+00:00)  #   
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