May 16, 2017

Is a Salesforce Community the Right Fit for Your Nonprofit?

If you can find value in sharing your Salesforce data with constituents, a Salesforce Community might be right for you! Salesforce Communities expand your database beyond your internal users and allow constituents to interact with each other and with your data in a controlled environment.

September 20, 2016

Right or Wrong: How Do I Decide?

When there’s more than one way to get something done, how do you make the best choice? Consistency is the key. If you’ve used Salesforce for a while, you probably know that for any given problem there are multiple ways to solve it. Remember to be consistent.

May 17, 2016

Stages of CRM Adoption

Through my work as a Salesforce consultant I believe there are three key levels or “energy states” an organization can potentially occupy. They run from low-adoption, low-efficiency, up to high adoption and high efficiency. A key indicator of where your organization might be revolves around the use of reports. Let’s explore that a bit and learn more about these three states.

March 29, 2016

What To Expect When You’re Expecting (Salesforce)

If you were drawn to this article, you likely have a little bundle of cloud-based joy on the way. Congratulations! After a few months of preparation, you’re going to have a new system in your life that will bring you years of joy (or, at the very least, productivity) for years to come.

But before the big day comes, there are a few things we should talk about.

February 23, 2016

Finding a Trusted Advisor

When you hire a consultant to help you with your Salesforce implementation, you’re hiring them because you have a problem you need help with whether it being moving from another system to Salesforce or working to enhance your existing Salesforce instance. It is important to find a trusted advisor, not an order taker.