Measure Twice – Cut Once Salesforce Data Migration I was recently asked, “How long should a simple data migration take from a legacy CRM system to Salesforce.com?” The answer is that there is no magic number that quantifies how long a data migration will take between systems (simple or complex). Not the ideal answer but […]

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Free Apps That Make a Salesforce Admin’s Life Easier There are hundreds of free and paid apps on the Salesforce AppExchange so it is not surprising that finding the right one(s) to use can be overwhelming. Prior to implementation there are many steps to take to confirm the app will meet the business needs of […]

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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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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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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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