Category Archives: Consulting


5 Tips On How To Drive Fanatical User AdoptionJanuary 01, 2013 – Strong user adoption has to be one of the key focus items when implementing If you fail in this ... Read Post →

Get Effective Before Getting FancyDecember 28, 2012 – We work with a lot of small businesses here in the Dallas area that have chosen Salesforce to help them manage some ... Read Post →

Pinch Me - I'm a Salesforce MVP!November 03, 2012 – I received my welcome email from Erica Kuhl, Community and Social Media Manager at Salesforce, Thursday night this ... Read Post →

Top 5 Salesforce Features for Small and Medium BusinessesOctober 13, 2012 – As we've highlighted before in a previous blog post, small and medium businesses get the exact same platform with ... Read Post →

Salesforce Stays Focused on Small and Medium BusinessOctober 04, 2012 – This year, at their annual Dreamforce conference, had a dedicated keynote just for small and medium ... Read Post →

Top 5 Challenges SMBs Face Implementing a CRMSeptember 21, 2012 – Since 2005, I've personally helped 100+ businesses migrate to Salesforce. Along the way I've learned that small and ... Read Post →

Best Practices for Managing Inside Sales with SalesforceSeptember 03, 2012 – We were recently asked by one of our Dallas clients to help them get a new inside sales group off the ground. They ... Read Post →

Usability: Fields and Page LayoutsAugust 06, 2011 – There are a handful of fields that I want in the same place at the top of every record for consistency. I’ll call ... Read Post →

Usability: Configuring the Home TabAugust 06, 2011 – In our previous post we discussed why Usability is important. In this installment let's get started configuring ... Read Post →

Usability Secrets of a Salesforce ConsultantAugust 06, 2011 – I can tell in a manner of minutes looking at someone’s Salesforce org and talking to Users if a prior ... Read Post →