The purpose of this eBook is to share lessons learned and recommendations for best practices as you move forward with your implementation. These recommendations are not intended to be Salesforce specific, but are rather globally applicable recommendations for the implementation of any new technology tool.
Organization’s Goals Salesforce is constantly growing and evolving as the needs of organizations change. Over … Continue Reading
Your Salesforce Journey I remember my first time walking through IKEA. It was magical. Every … Continue Reading
The results are in! We are excited to release our third annual State of Salesforce … Continue Reading
It has been said that the best things come in small packages and the same … Continue Reading
Imagine that you are the sole consultant working on a project with XYZ company and … Continue Reading
How can a connected nonprofit leverage Salesforce case management? We share use case ideas and best practices for effective program management powered by cases.
Embarking on a Salesforce implementation project can be overwhelming, even with an implementation partner! This post will help you with one of the most common first questions, “Who are our internal stakeholders, and how should they be involved?”
The General Data Protection Regulations (GDPR) has been in the media and the minds of … Continue Reading
Your Board of Directors (BoD) is made up of key constituents and stakeholders. We share ideas so you can to track their activities and interactions in Salesforce.