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Case Study: Yearbook, Memorabilia, and Rings A well known and established market leader in the graduation jewelry and school year book markets. The enterprise deployed Salesforce to strengthen their technology solutions and centralize their operations around a robust, scalable platform. Need: The enterprise was experiencing process duplication that required an expensive reporting process to provide […]

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Case Study: Global water, hygiene and energy technologies A premiere supplier of water, hygiene and energy technologies and services across the globe. Need: Despite a strong global presence in the marketplace this company lacked a global view of sales potential. Corporate account management teams and outside field sales and service teams were operating without a […]

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What is Pardot? If you have worked with Salesforce.com or are familiar with marketing automation software, it is likely you have run across one of the hottest tools on the market … Pardot. Pardot is Salesforce.com’s marketing automation suite that helps companies engage with prospects and leads in a simpler and smarter way. Pardot’s goal […]

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Dogfooding: Working with Project/ Agile Development Tools  Eating your own dog food, drinking your own champagne or using one’s own products or services. I have worked with several Project/Agile Development tools which I could devote this post to reviewing each but there are plenty of websites that do that. What I would like to do is […]

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Enterprise Wide CRM When discussing enterprise wide CRM with our clients, the conversation routinely turns to the concept of Single Customer View.  As you probably already know, each organization will naturally want to be a little different in their approach to realizing a unified CRM. However, based on the conversations we’ve had with our clients, […]

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Early and Often: Keys to Customer Buy-In The father of a very good friend of mine passed away recently. While I didn’t know her dad very well, I knew he had a great relationship with his three daughters, his sons-in-law, and his grandchildren.  As I looked through the collage of pictures traditionally displayed at a […]

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New Year’s Resolution: Get Agile! It’s that time of year again when everyone creates their countdown list and shares their New Year’s resolutions. One of the more popular New Year’s resolutions is to be more productive.  You will hear people say things like, “I want to get more organized, I want to get more things […]

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