Category: Blog

You Can’t Stop ‘Lightning’ from Striking, but You Can Minimize the Impact

As I worked with a client to evaluate and provide guidance for a migration to the Salesforce Lightning Experience, I saw some distinct analogies between the government’s readiness plan for thunderstorms and lightning (www.ready.gov/thunderstorms-lightning) and the Salesforce readiness evaluation and planning. The government site breaks down readiness into multiple areas: Preparation (before) Risk Facts Do’s […]

The Power of a Good Website

With the launch of the new Statera.com, we have been thinking a great deal about the importance of having a good website and what that actually means. In today’s world, it’s no longer a question of whether you have a site, the question is about how your site distinguishes you from your competition and makes […]

Problems vs solutions

Fall in Love with the Problem, Not the Solution

Really? Yes, really. No business is perfect, and it’s easy to get caught up in the excitement of new solutions and technologies. But no solution is a panacea. It can be tempting to start making changes to your business based on what you hear about the success of your competitors who are using the “next big […]

Project Plan

Project Plan Creation Using Probability

This is the second of a 5 part series using probability and other tools to successfully plan and manage projects. Part 1 – Task estimating using Probability  Part 2 – Project Plan creation using Probability Part 3 – The Mechanics of using Probability to build a project plan (coming soon) Part 4 – An easy […]

lightning

Unleash the Power of Your Sales Team with the Lightning Sales Cloud

With The Lightning Experience (LE) UI, and it’s advanced features such as Sales Paths for leads and opportunities, reps can quickly keep their pipeline updated, allowing valuable time to be focused on hunting and closing deals. As a Salesforce consultant for Statera, I work on the front lines of the ongoing SF Classic vs. Lightning […]

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 […]