Category: Salesforce

Hiring a CPQ Consultant: What should I know? (Part II)

Welcome back! Welcome back  for part two of our CPQ series! If you missed part one, no need to worry, just click here to get all caught up. So, you are thinking about giving your quoting team some powerful new tools. Great decision! If your CPQ business case is mature enough to justify bringing in […]

Hiring a CPQ Consultant: What should I know?

Welcome to part one of a three part series on what to know before you hire a CPQ consultant. Where to begin? So, you are thinking about giving your quoting team some powerful new tools. Well, set aside your confidence in your implementation plan, forget your belief in how closely aligned your current and future […]

Data Migration Testing

Welcome back! Are you ready for the final installment of our Data Migration series? Our final look will focus on testing after integrating data from external applications. If you haven’t had a chance to read the other posts in the series, no need to worry! To check out part 1, part 2, or part 3, […]

A Conversation about Digital Transformation and Conversational Service

Recently Josh Sangster of Statêra was fortunate enough to discuss the impacts of Digital Transformation and Conversational Service in the ever-evolving business and consumer marketplace with John Houtsma, Senior Manager of the Salesforce Service Cloud platform out of Denver. His insights into the current changes coming to the Customer Service industry are invaluable as 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 […]