Omni-Channel Salesforce Omni-Channel “Omni-Channel has the power to increase your agents’ response time and effectiveness…” Before Salesforce.com came into my life I was in the Customer Service world, and during that part of my life I spent a few years in a technical support center answering phones and emails. The phone system had CTI to […]

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Org Merge Best Practices Salesforce Org Merge Best Practices A little over a year ago I gave a presentation to the Minnesota Salesforce.com Development Group (@MNSFDCDG) surrounding org merge best practices. Odds are, you were probably not in attendance. If you fall into this category, today is your lucky day! Below I have summarized the key […]

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Salesforce for Nonprofits Nonprofits may not be considering Salesforce as a technology solution often enough. It is not surprising that the commercial sounding “Salesforce” platform gets overlooked. Nonprofits and higher education institutions can gain access to this leading technology at a fraction of the typical cost through different avenues. Salesforce Foundation The Salesforce Foundation’s mission […]

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Got Trailhead Salesforce One of the most asked questions I get from customers, community members, and DCS co-workers alike is:  “where can I go to learn [x]?” Normally, my responses would range from talking about certification study guides, official Salesforce classroom training, or even setting up personal one-on-one training.  These are all still very valid and worthwhile […]

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Keys to Good Reporting Salesforce / CRM Reporting Reporting is one of those areas where everyone needs to see something different. Top-level executives love the idea of a dashboard to let them know how each business unit is performing; Sales managers need to see how their people are performing and what the pipeline looks like; […]

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Options for Pricing Flexibility Salesforce Pricing There are a number of tools that Salesforce offers regarding pricing flexibility that you can grant to (or rescind from) users when determining a price. Default price per product Master line item: Every product defined in your product master has a “Standard Price” defined that will default into new product line […]

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CRM: An Introspective What can it mean for your team? Success Derived from Data Quality Customer Relationship Management (CRM) focuses on the movement of customers through the pipeline, beginning with a marketing classification and culminating in a service experience. Anyone discussing CRM practices on a regular basis can appreciate the depth modern CRM platforms bring […]

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Chief Architect Interview Salesforce MVP Andy Boettcher Do you know Andy Boettcher, DCS Chief Architect and Salesforce MVP? Listen to the “WizardCast” podcast interview to learn more about Andy and Demand Chain Systems! Podcast: http://thewizardnews.com/2015/04/20/wizardcast-episode-iii-revenge-of-the-pithy-comment/ *There are so many different careers and jobs that involve Salesforce beyond being and administrator or a developer. Andy Boettcher […]

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Stabilization through Productization Salesforce System vs. Tool One of the many needs that we hear from our prospects and customers alike is the need to drive Salesforce to a point of stability, predictability, and reliability. Those three words are very similar indeed, but they have specific purpose: Stability A state where the system is gracefully handling […]

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