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Data is King

susiekokoska Applications & Integration Services, CRM

Have you made an investment in Salesforce to transform your business, only to find that you cannot report on your business requirements due to missing or illogical data?  Perhaps your open pipeline report has opportunities with close dates from 2 years ago, an active contract report counts expired contracts or your NALA account report has accounts from APAC. The key …

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Five Questions to Ask a Salesforce Consultant or Independent Software Vendor (ISV)

pauldanek Applications, Blog, CRM, Salesforce

If you’re seeking a consulting services firm to assist you with a Salesforce.com project or implementation, you’ve probably realized, you’re faced with many choices. Beyond finding a partner that is an official partner of Salesforce, with certified Salesforce Sales, Service and Marketing Cloud consultants and developers, what else should you look for? Here are five questions to ask to help …

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Constraint Rules in Apttus

crmpractice Applications, Blog, CRM, Salesforce

Taking Your Salesforce Quotes to the Next Level, Leveraging Constraint Rules in Apttus Constraint rules can make your life easier when configuring Apttus CPQ.  They allow you to include, excludes, recommend, validate and replace products based on business logic.  At the core, a constraint rule is an if/then statement.  Thinking of it that way helps when configuring the rules and …

Lightning

Salesforce Lightning Components

bryanfrye Applications, Blog, Business Application Services, CRM, Salesforce

The Lightning Component Framework is Salesforce’s new framework for building dynamic single-page user interfaces that will run on phones, tablets, and the desktop.  The Salesforce1 Mobile app was developed with Lightning Components and Salesforce is now opening up that framework to developers and administrators to build their own components and applications that can be used in the Salesforce1 Mobile app. …

man losing mind over business

Stop the CRM Insanity

erinmackenzie Applications, Blog, CRM, Transformation

It’s no secret many organizations have implemented CRM software solutions with minimal business gains. Why is it that companies continue to make the same mistakes with CRM implementations years later after continuous published failure rates? Gartner forecasts that CRM spending will continue to increase as many organizations rush to implement or upgrade to new solutions. There are many ways to …