Salesforce Admin Role & Staffing Recommendations

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.

Maximize Your Salesforce.com ROI

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

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.

Cloud Notions has been #struckbylightning

Salesforce announced the new Lightning Experience today, and it did not disappoint.  The announcement came via a massive 100+ city, 20,000 viewer online launch party.  During the event, the Salesforce team presented demos of this next-generation CRM experience.  They also answered streaming questions about the release schedule, compatibility, and future innovations.  Read on for a summary of the festivities.

Open Source Project Management with Salesforce & Milestones PM

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

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.

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