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Salesforce Reporting on Activities for Accounts and Opportunities

I want a simple ratio for how many times my people called a client to get that first demo.  From watching Shark Tank I know this is a key metric, they always ask “what is your cost to acquire a new customer”.  This should be in the Salesforce Wheelhouse right?  Not so fast, I’ll discuss […]

I’m a Consultant, Should I Get My PMP?

The Project Management Professional or “PMP” certification offered by the Project Management Institute (PMI) is the most common and widely recognized project management certification available today. According to the May 2017 issue of PMIToday magazine, there were 761,905 certified PMPs as of March 31, 2017. PMI offers several other certifications as well, including the Certified […]

Automate Your Payments with 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. […]

Declarative Automation Tools In Salesforce

It’s Thursday morning and I get an email from my Solution Architect asking me to create a flow to enable the functionality for a certain requirement.  Now, when I read the term ‘Flow’, Workflow Rule is what came to my mind. However, when I took a closer look at the requirement, I realized I would not […]

Why Do You Need Contract Lifecycle Management?

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 […]

5 Tips to Recover from a Setback

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 […]

Dealing with Difficult People

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 […]

Five Tips for Successful System Testing

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 […]

Are You Ready for a Salesforce Community?

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 […]