Category: Blog

Mastering Change Management: How to Successfully Adopt New Technology Like Salesforce Change is never easy—especially when it involves adopting new technology like Salesforce. For business owners, the challenge isn’t just about learning the tool; it’s about ensuring the team embraces it. How do you move from manual processes to an…

Email-to-Case for Salesforce and Five Important Factors to Consider for Success 🚀  Hey Salesforce community! 👋  There are a multitude of important aspects to consider when diving into Email-to-Case and ensuring your team has success from the get-go – here are just 5 items that will help you hit the…

Implementing a Customer Relationship Management (CRM) system is a significant step for any organization aiming to enhance customer interactions and streamline operations. However, the journey from selecting the right CRM to fully integrating it into your workflow can be complex. To ensure a successful Salesforce implementation, here are the ten…

Where to Start? Too many sales people only think about their follow up best practices when they are actually following up. The most effective of sales people know that the best way to avoid a follow up from going cold, is by setting good expectations of what is to happen…

You might turn to your parents or friends for advice on buying your first car. Your doctor can clear up any confusion about trying a new diet or fitness regime. When small and medium-sized business (SMB) owners start looking around for a customer relationship management (CRM) platform, on the other…

Welcome to a multi-part series on how to succeed with CRM. By now, most of you reading this have or are using a CRM right now. It could be Salesforce.com, Microsoft CRM, Sugar, Zoho, Pipedrive, etc. My guess is that most of you are NOT getting the value you thought you would…