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.

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.

Open Source Project Management with Salesforce & Milestones PM

August 21, 2015August 21, 2015 admin

Salesforce.com is an extremely flexible development platform. Any seasoned admin or developer could create a basic project management tool in short order.

But another benefit of the Salesforce platform is that you don’t need to re-invent the wheel. Often, someone has already created such a tool. That’s the case with Milestones PM, a free offering from the Salesforce AppExchange.

Welcome to the Cloud Notions Blog

August 14, 2015August 21, 2015 admin

Welcome to the Cloud Notions blog! We’ll use this space to post updates on topics such as:

Salesforce.com
Technical Topics
Project Management
Software Product Management
IT Strategy
Startups
Non-Profit Support

Of course, other topics may surface as well. If you have questions or comments about a particular topic, please contact us.