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 […]

Read More

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. […]

Read More

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 […]

Read More

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 […]

Read More

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 […]

Read More

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 […]

Read More

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 […]

Read More

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; […]

Read More

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 […]

Read More