Category: CRM Management

Ever since I started working with Pardot my biggest complaint has always been the lack of customizable reporting. There is nothing more important to a Marketer than empirical data and the ability to flex and or customize that data in such a…

Written by – Sophia Elson Customer experience expectations are on an upward trajectory, and the stakes are high for companies. In 2019, 84% of customers said the experience a company provides is as important as its products and services — up from 80% in…

In the old days, we would refer to our leads as one of cold, warm or hot. Of course, they were subjective and also under the scrutiny of anyone who didn’t agree with the subjective categorization. This was a bone of contention…

A couple weeks back, I had the pleasure of attending a Salesforce.com webinar that provided tips on how small and medium-size businesses can better scale in 2020. The purpose of this blog post is to share with you a summary of key…

As a Salesforce Consultant I spend a great deal of time improving my clients’ perception of Salesforce.  Understandably, organizations want to ensure the cost and resources they commit to Salesforce are worth the investment. One of the most common questions I am…

After a series of build committee meetings, customizations, development and testing, your implementation partner has delivered an awesome Salesforce instance that reflects your business process. Salesforce is launched with much fanfare. Management and executives are excited to see this technology investment pay…