automating payments

Automate Your Payments with Salesforce

balasadayappan Blog, CRM, Salesforce

Salesforce is one of the most popular customer relationship management (CRM) suites in the world. To receive full benefit of this robust tool, you need a way to directly integrate actual sales (i.e. Payments) into salesforce. This can be done using manually uploading transactions or entering them manually as they come in to your system. But both of these approaches …

contracts

Why Do You Need Contract Lifecycle Managment?

joshsangster Apttus, Blog, Business Application Services, Salesforce

Contract Lifecycle Management (CLM) is defined as a methodical and established approach to managing a contract from post agreement origination through fulfillment, compliance and renewal. CLM is easily shuffled to the back burner during initial implementations of Salesforce and other CRM SaaS. Understandably so; it’s a process that is usually so tedious and ingrained that the parties responsible for the …

multiple orgs

Salesforce – Iteration Zero: How to Place an Org Under Source Control

stevemunleeuw Applications & Integration Services, Blog, Salesforce

You need an audit trail if you want to be able to see what has changed in either configuration or code.  A source control system such as Git can provide this audit trail.  The default out of the box Salesforce experience only tells you who made the last change and when, not a full history.  I’ll show you how to …

stressed man

5 Tips to Recover from a Setback

erinsobon Blog

We all know that feeling. Sinking gut, hot face, sweaty palms, slightly nauseous; the weight of guilt and disappointment sitting on our shoulders. From a five year old who broke a family heirloom (I’m still sorry about that vase, mom!) to a project manager who just reported a project status ‘Red’, the feeling is universal. Setbacks and failures, though painful and embarrassing, are a part …

annoyed woman

Dealing with Difficult People

debralarsen Blog

You know who I’m talking about. For me it’s the person who when I see him/her coming, my primal reaction is often to avoid that person, stress out when we have to interact, want to change him/her into someone else, to judge and blame them. However, I have to remember the only things I am able to control are my …

qa testing

Five Tips for Successful System Testing

joannaknott Applications & Integration Services, Blog

There are many different ways to look at software testing, and there are various challenges you may face. From my experience as a QA tester, I’ve seen these 5 stages that can help those tasked with software application testing. Make sure you consider these phases so you don’t fall into the QA testing traps many before you have experienced. Environment You …

communities

Are You Ready for a Salesforce Community?

joshsangster Applications & Integration Services, Blog, Salesforce

Salesforce Communities are a great way to increase interaction with your customers, partners, and employees.  Communities have come a long way since the early days of Self Service portals, and even since growing beyond the Salesforce Tabs + Visualforce method of presentation. Admins no longer need a development resource to meet business requirements, and have templates that offer configurable bespoke solutions. …

shutterstock_551856238 (1)-min

Psychology of Business Analysis

sheryllampert Blog, Business Transformation

I have no background in psychology but I do find myself acting the role of cubicle therapist. Although not explicit in the job description of a Business Analyst, it’s implied. Both roles require a great deal of analyzing human behavior. Some core competencies associated with the study of psychology and business analysis are listed below: Psychologist           …

domino-min (1)

One Size Does Not Fit All – Create an O365 Governance Plan They’ll Use

kathleenzoller Applications, Blog, Business Transformation

I’ve noticed that when I discuss O365 governance my audience generally gets that “deer-in-the-headlights” look on their faces and quickly lose interest.  It’s just not a sexy topic, and the thought of preparing a governance plan can be daunting and overwhelming to the business.   Creating a simple governance plan scaled to the business can provide the necessary standards and guidelines …

measuring tape-min

7 Reasons to Avoid DIY Enterprise App Development

patrickwolf Apttus, Blog, Business Application Services

Enterprise App development is not like building a transistor radio. Unfortunately, as many companies grow in size, the allure of building a Do-It-Yourself application internally becomes more alluring – and also more risky. With more programing talent in IT eager to prove themselves and larger budgets to support consultants, DIY is a tempting road for many companies to go down. …

chess

You Can’t Fake Expert

erinzimmerman Blog, Business Transformation

  Hire a professional? Psshh please. With the internet king of DIY tutorials: 46 ways to play guitar like a pro, 5 steps to successful ERP implementation, or 7 ways to transform your business model; we become self-employed experts. When did a post with the highest number of views, likes and hearts become the best practice? As business and technology …

puzzle2

Assessing the Maturity of Self-Service BI

kevinmintmier Analytics, Blog, Business Intelligence

Without exception, my clients want to discuss self-service BI (“SSBI”). This isn’t surprising, as it’s both a buzz-word and mainstay of the analytics landscape. SSBI is universally recognized as a strategic driver and a business need, but some perceive it to be ambiguous or simply hype. I’ve had the opportunity to address this several times recently, and I’d like to …

group at table

Data Science: “Why?” Is Just the First Question

jasonfoster Analytics, Blog, Business Intelligence

Wheaties and beer may be the breakfast of ex-champions, but Pop-Tarts and beer appear to be the breakfast of hurricane evacuees.  Back in 2004, Hurricane Frances was on its way across the Caribbean heading toward Florida’s coast, in the wake of Hurricane Charley which had arrived several weeks earlier.  A week prior to the storm’s predicted landfall, Wal-Mart’s chief information …

lightbulb-3

A Consultant’s “Jerry Maguire” Moment

toddturman Blog, Our Culture Leave a Comment

Much is made of the elusive “moment of clarity.” That singular point in time in which a vision is crystalized and distractions are muted. When concept and meaning burst forth into form and truth. To some, it’s a spiritual moment achieved through considerable acts of sacrifice, study and faith. To others, it happens through intentional non-action. For many of us, though, it’s a …

man on computer

Data Migration from Legacy System to CPQ

balasadayappan Applications, Apttus, Blog

The Apttus CPQ tool is a highly complex managed package that installs on the Salesforce.com platform to enable a seamless Configure-Price-Quote solution.  Simply installing the managed package is almost never enough though, for our clients to achieve their business goals.  Your teams have years or decades of Opportunity, Quote and Account records that allow them to paint a picture of …

man at winning line

Change Enablement is a Bunch of Theory and Fluff

erinmackenzie Blog, Change Enablement, Collaboration, Transformation

The Daunting Sales Meeting I’ll never forget the sales meeting. As we walked into the conference room, there are about 10 folks crowded around the table politely smiling as we shake hands and complete introductions. As usual, this is the toughest part of my job (well, maybe not- but we’ll get to that in a later post). The butterflies have …

gears

Better Business Project Management with JIRA Core

jimintriglia Blog

Most business projects are accomplished by a process that involves people working together to complete a series of tasks and activities in order to achieve the project’s goal or objective. The manner by which a project is led and governed also has a significant impact on the overall outcome of a project. The JIRA Core for Business platform provides business …

happy coworkers

Applying a Phased Approach to Ensure Better SharePoint Business Solution Deployment

chrispeters Blog

Following the first article in this series, we’ll now dive deeper in to the DEFINE phase and then cover each of the other phases in separate articles in this six-part SharePoint series.  Below is a brief description of each solution deployment phase. 1. DEFINE – The Define phase helps to set the stage for successful solution delivery by outlining the steps necessary to better …

target

The Case for a Single Org Environment

susiekokoska Blog

With the prevalence of Salesforce in the marketplace, more and more companies are finding themselves operating multiple instances of Salesforce, whether through mergers and acquisitions or because different departments or business units rolled out unique instances due to the ease and speed of implementation. While circumstances may dictate the need to maintain multiple organizations due to requirements such as security, …