Google Analytics Reports in Google Sheets – Using Filters

Google Analytics ReportsOne of many benefits to using G Suite is that G Suite users with access to their organization’s Google Analytics account can easily share specific slices of Google Analytics data with their co-workers.

The Google Analytics Add-on for Google Sheets lets a Sheets user who has a Google Analytics login create a variety of comparative visualizations within Google Sheets.

[Read more…]Google Analytics Reports in Google Sheets – Using Filters

Present Data in Google Slides – In Real Time

G Suite users can now present data in Google Slides. And, this data can be presented in real time.

Until Google introduced this functionality, charts had to either be pasted as images into Google Slides or they had to be created using shapes. When the underlying data changed, a more up-to-date chart image had to be pasted into the slide or the shapes had to be modified. This could be very time consuming.

Google has provided two ways to embed data-driven charts right within individual slides.

[Read more…]Present Data in Google Slides – In Real Time

12 Reasons to Move Your Business From Free Gmail to G Suite

Updated: August 30, 2019

Free Gmail vs. G SuiteLet’s say you’ve been using free Gmail accounts for your business communications. Your email addresses may resemble one or more of these:

abbottsolar@gmail.com
solar-lisa94@gmail.com
abbottsupport@gmail.com

Your employees may even be using assorted Yahoo Mail and cable company email addresses for business purposes.

However, your business is growing and you want to start to use more professional looking email addresses such as:

jabbott@abbottsolar.com
lisa@abbottsolar.com
support@abbottsolar.com

Steven Aldrich of GoDaddy has stated that potential customers are far more likely to do business with a company that uses a business email address than those that don’t.

[Read more…]12 Reasons to Move Your Business From Free Gmail to G Suite

4 Ways to Add Animation to Your Website With Google Slides

Google Slides can easily be embedded in any website by using the code provided in the File > Publish to the web… menu.

By default, there’s a set of controls at the bottom of an embedded Slides presentation that diminishes the website animation effect. The controls provide multiple options including downloading the Slides as a PDF or PPTX file.

[Read more…]4 Ways to Add Animation to Your Website With Google Slides

How To Create And Embed A Poll Using Google Forms

Updated: November 5, 2018
 

Google Poll Using FormsWith Google Forms, it’s easy to embed surveys, polls and other types of questionnaires into your website.
 

We created a Google poll using Google Forms and embedded it below. If you answer the question, you’ll be able to see how others answered the same question simply by clicking the See previous responses link after you submit your response.

[Read more…]How To Create And Embed A Poll Using Google Forms

Google Apps and Salesforce Integration – Dreamforce 2015 Podcast

At Dreamforce 2015, I had the opportunity to interview Brandon Bruce, co-founder of CirrusPath, on the podcast stage in the Admin Lodge.

CirrusPath has done an excellent job of not only integrating Salesforce and Google Apps, but of also developing productivity tools for salespeople that can help to improve win rates.

[Read more…]Google Apps and Salesforce Integration – Dreamforce 2015 Podcast

9 Reasons Companies Switch to G Suite

Switch to G SuiteGoogle is a household name for internet search. Most people are aware of consumer Gmail. However, many businesspeople are not aware of Google’s suite of applications for business, G Suite.

“Gone Google” is a term Google coined for companies that have adopted G Suite. At the time of publication of this post, Google states that over 5 million companies have gone Google. With over 125 million businesses in the world, there’s clearly some upside for Google.

[Read more…]9 Reasons Companies Switch to G Suite

Google Apps for Work Under The Alphabet Structure

With Google’s recently announced restructuring, where does Google Apps for Work fit in?

Google Apps will live along side a set of related technologies, including Android (which has apps for Google Apps for Work), Search (used in Gmail, Google Drive and Google Sites), YouTube (Google Drive uses the YouTube engine) and Maps (Google My Maps is now part of Google Apps for Work).

[Read more…]Google Apps for Work Under The Alphabet Structure

Five Google Sites Use Cases

Google Sites is not necessarily the first application that enters the mind of most people as a platform for building out a corporate website, but there are a number of Google Sites use cases that organizations can take advantage of.

One of the great aspects of Google Sites is the fact that it has the built-in sharing options that are common to all Google Apps components. These granular permission levels make Google Sites easy to adapt to a variety of “non standard” use cases.

Here are five ways to use Google Sites other than as a corporate website platform.

[Read more…]Five Google Sites Use Cases

Publishing Pivot Table Charts to Your Website With Google Sheets

In the spring of 2013, we used SurveyMonkey Audience to collect data about what CRM systems were deployed at organizations across the U.S. The main question we asked in the survey was “What is your organization’s primary CRM system?”

After the survey finished its run, SurveyMonkey provided us with a CSV file of the survey results from approximately 750 respondents. The first thing we did was to upload the CSV file to Google Drive and then open the file with Google Sheets. Once we had the data in Google Sheets, we were able to easily create pivot tables and associated charts.

[Read more…]Publishing Pivot Table Charts to Your Website With Google Sheets

Three Great Apps For Scheduling and Tracking Gmail

Schedule and Track GmailThrough the use of simple-to-install browser apps and extensions, several vendors now offer Gmail users instant access to business productivity and sales enablement tools.

Users of business Gmail, part of Google Apps for Work, have several options for scheduling emails, tracking whether emails were opened and finding out whether links were within opened emails were clicked by recipients. And this is only a subset of the empowering functionality that’s available to Gmail users.

[Read more…]Three Great Apps For Scheduling and Tracking Gmail

Using Google Drawings to Create “Live” Marketing CTAs

A best practice for B2B marketers is to include a call to action (CTA) image at the bottom of every blog post.

When a visitor clicks on the CTA image, they can be directed to a landing page that provides a free offer.

A common process for creating a marketing call to action graphic is to:

  1. Create an image in an image editor (or PowerPoint)
  2. Save the image to a local drive
  3. Upload the image to WordPress or to a marketing automation system’s files area
  4. Incorporate the image into one or more blog posts

If, for any reason you want to modify the CTA image, you need to repeat the entire process.

[Read more…]Using Google Drawings to Create “Live” Marketing CTAs

Moving to Gmail for Business: Migration Options

Moving to Gmail for BusinessIf you are thinking about moving from your current email provider to business Gmail for your organization, you’re probably wondering what would be involved with associating existing users’ email addresses, which are in a name@yourcompany.com type format, with a new G Suite account.

Also, what’s the best way to get your users’ often years worth of sent and received email into their Gmail accounts?

A move to business Gmail involves a number of technical tasks. However, this post is designed to provide a mainly non-technical overview of the tasks and options involved.

[Read more…]Moving to Gmail for Business: Migration Options

Chromebooks vs. Tablets for Corporate Sales Teams

Chromebooks - Nothing but the webCould Chromebooks be the sleeper device that IT managers have been waiting for?

Ever since laptop computers first became widely adopted within corporations, IT departments have been responsible for imaging machines, updating software and providing remote technical and application support to salespeople and other mobile users.  Any time a notebook computer breaks, is lost, stolen, or invaded by malware, there’s a time consuming replacement and/or repair process.

[Read more…]Chromebooks vs. Tablets for Corporate Sales Teams

5 Reasons to Integrate HubSpot With Your CRM

HubSpot to CRM IntegrationHubSpot is the company that defined the Inbound Marketing category. They provide the leading solution to SMBs that are looking for ways to have more people find their site on the Internet and to convert more site visitors to sales Leads.

Integration solutions are available to connect HubSpot to most of the leading CRM solutions, including Salesforce, Microsoft Dynamics 365, SugarCRM and NetSuite.

[Read more…]5 Reasons to Integrate HubSpot With Your CRM

Business Collaboration with Google Docs & Sites

Google has been actively touting the collaboration features of Google Apps and has developed some excellent marketing content around the various components of Google Apps.  But, what are some specific, real world examples of how Google Docs and Google Sites can be used for collaboration in business?

As a CRM consulting company with employees in different locations along the west coast, collaborative tools are very important to our overall efficiency and our responsiveness to customer needs.  Here just a few of the ways we collaborate using Documents and Sites within Google Apps Premier Edition.

Using Google Sites to Manage Projects

With Google Sites, we can set up a Site for each customer.  Each customer Site is shared with everyone within our company.  Within a Site, one or more projects is set up for the customer.  Within a project we’ve created template pages for areas such as:

  • The project summary
  • The customer’s CRM functional requirements
  • The data migration scripts that were used
  • An embedded spreadsheet for managing a punch list of open issues
  • A link to a folder that contains all project related Google Docs ranging from Statements of Work to training documentation

Subscribing to a Site or a page generates an email with every single change, which makes the notifications impractical if frequent changes are made.  An option for a periodic digest email would be a good enhancement.

We also plan to replace our Twiki content with Google Sites, as Sites is a more user-friendly option and we don’t need to worry about managing uptime as we do with our Twiki.

Google Spreadsheets for Collaborating on Open Items

A Google spreadsheet has proven to be a very effective mechanism for creating a list of open items or issues that need to be addressed prior to a CRM cutover (or even post cutover).  As a project manager/business analyst is logging issues found during his/her own testing or from customer feedback, a developer can be simultaneously viewing the same spreadsheet and tackling new issues as they are added as new rows in the spreadsheet.

If someone needs to be nudged to check the spreadsheet, an editor can send a friendly reminder email right from within the spreadsheet to one or more of the other collaborators.  This list can also be shared out to customer contacts who already have a Google login or who don’t mind creating one.

Leveraging a Google Presentation to Collaborate on Application Testing

Taking the spreadsheet concept one step further, a shared Google presentation can be used by an application tester to include both text and screen shots to communicate needed fixes or changes to a developer.  It’s very easy to take a screen shot of a problem area and the upload the screen shot to a slide along with text annotation.  Crystal clear communication can be provided to the developer.

It does not seem that Google Apps Videos can be embedded within Google Presentations yet, but we hope that feature is added down the road.  The ability to have a full motion explanation of an issue is occasionally needed — this is currently be accomplished by attaching an MOV or MP4 screencast to a GMail or by setting up a quick GoToMeeting.

These are just a few of the ways we’ve found that Google Docs and Sites can be used for collaboration.  What are some of the ways that your organization collaborates with Google Apps?

The “World is Flat” Google Infrastructure

It’s easy for a user of free GMail or of G Suite to take for granted the massive and highly sophisticated infrastructure behind what’s on their screen.

In fact, most people don’t really have any reason to think about what’s behind their user experience, any more than they care about what’s generating the electrical power that runs lights and appliances inside their house—as Nicholas Carr points out in his book, The Big Switch.

[Read more…]The “World is Flat” Google Infrastructure

In Cloud We Trust – The Tiers of Cloud Vendors

There’s no doubt about it. Cloud computing is gaining some serious momentum. Part of this momentum is due to the fact that the trust issues that were commonplace several years ago among buyers have been reduced to mere pockets of concern.

But, who are the most trustworthy application vendors in terms of customer data being safe and secure — and the application being available — should disaster strike one physical location?

[Read more…]In Cloud We Trust – The Tiers of Cloud Vendors