It was the last day of Dreamforce ’13. Francis Pindar (@radnip) and I had just finished up manning the Genius Bar that morning, and box lunches in hand, we trekked the 10 blocks from the Hilton Grand Ballroom over to the Yerba Buena Center for the Arts where Parker Harris’s True to the Core session was…
Not everyone is cut out to be a consultant. In fact, to be blunt, few posses the right blend of knowledge and skills to excel at the profession. People and companies hire consultants to develop and deliver better solutions more efficiently than they could on their own. Clients buy consulting expertise to help ensure a…
Inevitably as we consult with our clients we find ourselves facilitating discussions around business processes. There are a quite a few places in Salesforce that support business processes, namely: Lead Status field (Lead Qualification Process) Opportunity Stage field (Opportunity Sales Process) Case Status field (Support Process) Contract Status field (Contract Process) Etc. As you have…
NOTE: This post has been updated due to the release of Lightning Professional Edition and Lightning Enterprise Edition announced in February 2016 Want to learn more on this topic? Download our free eBook – Salesforce Simplified – Which Edition Is Right For Me As a group of Salesforce consultants we’re in and out of Professional Edition…
There is a sign at my hairstylist that says: “We fix $6 haircuts.” Sometimes I feel the same way when I get a call that goes something like this: “We tried setting up Salesforce ourselves a while back, and well, it didn’t go anywhere.” It’s uncanny that I usually get these calls right after the…
Strong user adoption has to be one of the key focus items when implementing Salesforce.com. If you fail in this area, the chances of having a successful implementation are slim to none – it’s that important. When launching your CRM be sure to get your organization off to the right foot with these tips on…
We work with a lot of small businesses here in the Dallas area that have chosen Salesforce to help them manage some key part of their business. For many, moving into Saleforce.com is their first endeavor into a CRM and a trap that I see often is the client trying to do too much on…
I received my welcome email from Erica Kuhl, Community and Social Media Manager at Salesforce, Thursday night this past week. It had been yet another whirlwind day starting at 5am talking with clients, working on projects and running my Salesforce consulting practice. I had started to settle in with the family that evening when I…
As we’ve highlighted before in a previous blog post, small and medium businesses get the exact same platform with Salesforce.com as enterprise clients. Unfortunately small and medium businesses face unique challenges implementing a CRM, and even with the best intentions, sometimes fall short. Below are our top 5 Salesforce features that, as we like to…
This year Salesforce.com, at their annual Dreamforce conference, had a dedicated keynote just for small and medium businesses. We are reminded in the video at the bottom of this page that Salesforce didn’t become successful initially by landing large enterprise customers. Quite the contrary, their success started by establishing a beachhead with small and medium…