Well hello, again fellow data lover! Today we’re going to chat a bit about cleansing Salesforce data. Perhaps your data quality issues are small, quick formatting fixes. Or maybe you’ve got a 20-year-old system that has become a sea of duplicates so vast that you...
THE BLOG
Salesforce post-implementation strategy – 5 tips
So, you’ve successfully completed a Salesforce implementation? Congratulations! All of the time, effort, and money you and your team have spent over the last few months has landed you a shiny, new, powerful Salesforce instance and you couldn’t be more excited. But…now...
Increase Adoption in Salesforce – 5 Tactics
How do I Increase Adoption in Salesforce? You’ve just converted over to Salesforce from another CRM or implemented this awesome new feature to your existing Salesforce Org - now what? Well, I’m sure one of your top concerns is ensuring you didn’t just waste your...
Change Management for Salesforce – Creating an Effective Process
Organizational Change Management for Salesforce So you’ve selected an implementation partner, you’ve got your Salesforce licenses, you have your internal team that’s going to work in collaboration with your chose Salesforce partner, you’ve likely created your own...
What are Salesforce Big Objects and How to Use Them
What are Salesforce Big Objects? Hey friends, we all know that objects in Salesforce are used to manage and manipulate our data. You’re probably pretty familiar with standard objects, custom objects, and external objects. But if you have to manage an enormous amount...
Post Salesforce Implementation – What You Need to do
Post Salesforce Implementation - Considerations For an untold number of companies, going live with Salesforce is both an exciting as well as a terrifying time. If using a certified Salesforce partner, you most likely have the peace of mind knowing that the build...
Salesforce Data Cleansing: Procedures to maintain clean data
Well hello, fellow data lover! Today we’re chatting a bit about the importance of data cleanliness and some best practices to establish in your business in order to keep it that way. We’ll also cover some great procedures to implement for Salesforce data cleanliness....
Salesforce Custom Objects, 5 Reasons You Shouldn’t Use Them and the One Time You Should
When you should and shouldn't use Salesforce Custom Objects. If Salesforce were a house on CRM Street, it would be the one with the manicured lawn, clean windows, and just enough décor to make it elegant without crossing the line into “extra.” If you were to buy this...
Finding a Salesforce Partner is like Finding a New Job, 3 Things to Consider
Over the last twelve months, I found myself evaluating if I should move from ownership of a system for a Salesforce client to a consulting role. Consulting would be a big change - moving from project to project, not building the same relationship with customers as...
From Scoping to Launch: Advancing Technical Solutions via Client Engagements
Description The Crawl-Walk-Run approach to Technology Adoption does not only have to exist when viewing software implementations for a company on a grander scale. The same ideologies can apply in the context of a singular project to evolve an initial series of...