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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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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Keys to Customer Buy-In Salesforce / CRM Implementations 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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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 done in a […]

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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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