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Too often, in my experience, I’ve had clients treat a Salesforce implementation as a discrete moment in time: “We wanted Salesforce, we got Salesforce, we have Salesforce – and now… we’re done!” One of the trickier discussions I have is what I call the “Puppy Talk.” It essentially asks these two questions: If you adopt a puppy, do you expect that it will housebreak, train, feed and care for itself as it grows up? So therefore, how are you going to care for and grow your Salesforce instance?

October 2, 2013

Chatter Publisher Publisher actions allow you to perform simple tasks such as creating child records from within the record’s Chatter feed. Read more about publisher.

September 24, 2013

Event Management offers the full functionality of event management solution while integrating with Salesforce and a payment system. From creating events to receiving payments and reporting, event management provides an easy, customizable option.

September 19, 2013

When evaluating your needs and choosing to implement a CRM solution, I recommend starting by asking the five W’s: Who, What, Where, When and Why.

September 17, 2013

It is an interesting dichotomy that while writing custom code allows you to manipulate the system in very sophisticated ways, every bit of custom code that you write reduces the flexibility of your Salesforce platform by a very small degree, because it requires more specialized skills to keep running and to modify. Read more to learn about consideration.

September 10, 2013

RingLead provides a suite of data quality and sales enablement applications for Salesforce.com. Our applications arepowerful yet simple to use and they easily integrate with most marketing automation platforms including Marketo, Eloqua, Pardot, ExactTarget, Act-On Software, and more. RingLead has been a Salesforce partner since 2003 and we’ve worked with over 2,000 companies across 5 continent.

September 5, 2013

Some of the biggest angst for my clients comes at the end of a project. Wrapping up an implementation brings all sorts of mixed feelings: pride and excitement, but also a fair share of trepidation. Read more to learn about tips for user adoption.

September 3, 2013

Read 12 reasons why Dreamforce is hard to wait for. See you at Dreamforce 2013.

August 28, 2013

There’s a lot of talk about Best Practice in the nonprofit sector, and having consulted on projects large and small, I want to take moment to relate this concept to implementing Salesforce. So much of a Salesforce implementation happens outside of Salesforce, I find that organizations eager for change and growth can lose sight of this when in the midst of an implementation project.

August 13, 2013

Causeview: Combines all of your donor management activities into one simple and powerful system. It manages donations, campaigns, events, receipts, acknowledgements, major gifts, and provides powerful reports. It’s on the cloud; access it anywhere in the world.

August 9, 2013

As a system administrator, it’s not only your job to ensure that reports are created, data is kept clean, and new fields and workflows are created. It is also to make sure that your colleagues, the end users, are properly trained and feel comfortable in the Salesforce.com environment.

August 1, 2013

Whether you arrange for training from a consultant, manage it yourself, or use some combination of the two, there are a few techniques you can employ to ensure everyone comes out of the experience as confident and enthusiastic as possible.

July 30, 2013

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