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October 10, 2019

Small and medium-sized businesses (SMBs) face unique challenges: individual employees may be spread thin and often perform a wide-range of tasks; sales territories may not be clearly defined, and processes and procedures often remain undocumented, ad-hoc and inefficien...

September 4, 2019

Step #1- Scoring is Not Just for Leads!

Put Scoring Functionality Inside the Lead, Account, Contact and Opportunity

Many Salesforce users are familiar with marketing techniques which apply a score to potential leads.

  • For example, a prospective lead that opened two mar...

December 27, 2018

Tip #1:  Define the Total Universe of Prospects

Begin with a Comprehensive List of All Potential Customers & Non-Customers

  • Many companies approach the structure of sales territories around customer data that exists in their accounting or internal systems.  But custom...

Tip #1- Become Informed

What is GDPR?            

...

Tip #1- CRM is an Evolution, not a Revolution

Implementation will Take Longer than You Expect

  • If you are implementing Salesforce for the first time, it can take longer than you anticipate to fully configure and implement within your organization - and even longer bef...

Tip #1- Security is Critical

Limit System Administration Level Access

  • A Salesforce User with the System Administrator Profile has full system administration level access, giving them the ability to delete all data and configurations. This presents an enormous securit...

January 30, 2018

Today’s Salesforce Administrator is frequently overseeing a six, or seven-figure technology investment and directly interfacing with a wide variety of business users. In addition, the number of companies utilizing Salesforce continues to increase, creating strong compe...

November 13, 2017

Salesforce’s Dreamforce ‘17 wrapped up this week in San Francisco. Over the years it has grown dramatically and now claims to be the largest technology conference in the world.  As always, several key trends were clearly visible. 

One of the central themes of the c...

October 16, 2017

Tip #1- Identify Objects & Fields No Longer Used

Two Thirds of Fields are Used Less than 5% of the Time

  • Many organizations that utilize Salesforce find a proliferation of objects and fields over time into which users are not entering any data.  There are many tools a...

September 6, 2017

Tip #1- Know Your Users

Different Users Require Different Reports

  • Salespeople need reports to help manage their customers.  Sales Managers need reports to manage their Salespeople.  Many administrators will simply clone similar reports for different users without con...

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