Category: Salesforce

Why You Should Jump on the “Road to Dreamforce”

Where to begin With the summer flying by as quickly as ever, we find ourselves with Dreamforce 2018 on our minds. In just 2 short months, the largest technology conference in the world will be commencing in San Francisco, September 25-28. We could not be more excited. Dreamforce offers a one of a kind experience […]

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 […]

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 […]

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 […]

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 […]