Salesforce Admin Role & Staffing Recommendations

December 11, 2018December 11, 2018 admin

Because the Salesforce software takes care of many traditional admin tasks, system administration is easier than ever before. Customizing the application, training users, and “turning on” new features—all are just a few clicks away. The person responsible for these tasks is your Salesforce CRM administrator. Because this person is one of the most important resources in making your CRM a success, it’s important to carefully choose your administrator and to ensure they are keeping their skills up to date.

Consolidate Form Checkboxes to 1 SF Field

December 10, 2018December 10, 2018 admin

Clients often have website forms with a large number of fields, especially checkboxes. Unfortunately, it’s often Salesforce that bears the brunt of this by simply adding all the fields to the Leads object. In this post, I’ll explain how you can avoid having 60+ checkboxes on the Lead record page, but still show checkboxes on the web-to-lead forms.

IoT: Salesforce Einstein Leprechaun Trap

March 12, 2018December 11, 2018 admin

We always say that in the cloud, nothing is impossible. Last St. Patrick’s Day, my daughter challenged me to use the power of Salesforce…to help catch a Leprechaun! It was a great way to demonstrate the intersection of the “Internet of Things” (IOT) and cloud-based artificial intelligence (AI).

Smarter Pipeline Management with AI

August 25, 2017August 25, 2017 admin

We’ve worked with many sales managers. An accurate sales forecast is typically the “holy grail”. All sales leaders are looking to view the pipeline, coach the reps, and manage by exception. But how can this be done without extensive data entry by the reps? SalesDirector.ai is a new product that addresses all of these needs.

Maximize Your Salesforce.com ROI

July 27, 2017August 2, 2017 admin

Salesforce.com is the market leader among growing businesses. Organizations adopt Salesforce to increase their leads, minimize lost opportunities, and automate business processes. And Salesforce is the perfect tool for the job; it’s fast, flexible, and robust. However, we are often contacted by customers who feel they haven’t yet maximized their ROI.

Successful Small Businesses – Time to Graduate to CRM

May 10, 2017May 10, 2017 admin

Successful small businesses are one of our favorite types of clients. Technology can often make a major difference when a business has survived the initial startup mode and is now gaining traction in their industry. When a small business is initially starting out, they can usually get by with emailing spreadsheets, leaving sticky notes on desks, and meeting frequently. But in a growing business, these types of systems will break down. The end result is lost opportunity, and a risk of stalling the business.

Hiring a Virtual CIO / Digital Adviser

December 2, 2016December 2, 2016 admin

For decades, organizations have invested in technology to incrementally innovate and become more profitable. In the Digital Era, organizations use technology to transform how they interact with customers, what they sell, how their employees work and make decisions, and how they optimize their businesses.

Embrace Digital to Accelerate Your Business!

November 11, 2016November 14, 2016 admin

In today’s business environments, customer expectations are changing the way we do business. Customers expect engagement to be easy, content to be rich, and access immediate and reliable. This is the force powering the movement to become a digital business.

Force.com Developer Tools Review

August 31, 2016August 31, 2016 admin

We’ve recently spent quite a bit of consulting time developing Visualforce and Apex code. Each client seems to prefer their own Integrated Development Environment (IDE), and so we’ve had an opportunity to try out nearly all of the leading Force.com developer tools in the last year. In this article, we’ll list the major tools and their pros and cons.

User Experience: 5 Avoidable Mistakes

September 18, 2015 admin

With the advent of easier web development methods, it’s become easier than ever to saddle your users with an awful user experience (UX). Every day people are creating thousands upcon thousands of web pages. These pages confuse their visitors, give poor impressions, and generally pollute the web.

But it takes a lifetime to learn the proper UX skills, including graphic design, information architecture, interactive design, and user psychology. This article won’t make you a UX PhD, but it will point out some of the most common UX mistakes.

Treat these as “low hanging fruit”. With a little knowledge you can avoid the most common UX problems up front.