Considerations When Architecting A Solution Salesforce Solutions When architecting a solution one needs to be sensitive to develop something manageable and sustainable while leveraging the appropriate technology for the task. Salesforce continues to push the envelope at a fast pace delivering platform enhancements to leverage for solutions.  Therein lies a challenge, how does one keep up […]

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KISSing for Better Solutions Salesforce As defined on Wikipedia, “KISS is an acronym for ‘Keep It Simple, Silly’ and states that most systems work best if they are kept simple rather than made complicated; therefore simplicity should be a key goal in design and unnecessary complexity should be avoided.” One of the many situations we […]

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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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Data Dirty Dozen How to Mitigate CRM Data Quality Difficulties & Deficiencies As mentioned in a previous post CRM: An Introspective, the value of a CRM platform is dependent on successfully managing the quality of data put into it. Attempting to sell, market or serve a client with a baseline of bad data is an uphill battle. […]

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Professional & Enterprise Salesforce Professional and Enterprise Editions Congratulations! You just made the decision to utilize Salesforce as your company’s customer relationship management (CRM) platform! Now you are presented with the daunting task of trying to determine which edition is the best fit. Salesforce is an extremely flexible platform, not just in terms of functionality, but […]

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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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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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