Working with a Salesforce consultant: Understanding the process
Before you sign a contract with a Salesforce.com consultant, or any cloud CRM consultant, you need to understand how the project is going to be run. This comprehensive list of questions will help you...
View Article15 questions for screening a Salesforce Platform Cloud consultant
Salesforce Platform Cloud projects in particular, and CRM platform projects in general, have a wide range of requirements and practices, so you are going to need to think about “drill down” questions...
View Article20 questions for screening a Salesforce Marketing Cloud consultant
The biggest issue with Salesforce Marketing Cloud projects in particular, and cloud-based marketing CRM in general, is matching the soaring goals and promises to the actuality of staff and funding....
View Article20 questions for screening a Salesforce Service Cloud consultant
Some parts of vendor evaluation never change, but doing a deeper screening for your Salesforce Service Cloud system in particular, and cloud-based service CRM in general, is critical. These questions...
View Article25 questions for screening a Salesforce Sales Cloud consultant
Some parts of vendor evaluation never change, but doing a deeper screening for your Salesforce Sales Cloud system in particular, and cloud-based sales CRM in general, is critical. These questions will...
View ArticleSalesforce certification: When certs matter, when they don't & what to look for
Everyone knows that tech certifications are mainly a resume builder for employees and contractors, right? But Salesforce certification programs in particular — and CRM certifications in general — are a...
View ArticleDeduping in Salesforce: The complete how-to
Don’t be duped by Salesforce.com duplicate records. Deduping seems like one of those routine system maintenance issues, but it’s actually very tricky and there's no undo.
View ArticleSalesforce administrator responsibilities: What needs to be done and when
What does a Salesforce administrator do all day, week or month? Here's the general rundown.
View ArticleHow to plan a CRM project that's guaranteed to fail
We all want our CRM projects to succeed, and one way of making a winner is avoiding the characteristics of failed projects. Think of this article as a recipe for disaster and follow none of the advice...
View ArticleSalesforce Lightning vs Classic: What you need to know now
Salesforce Classic isn't going away anytime soon, but that doesn't mean you shouldn't be planning your move to the new Lightning UI. Here’s a transition guide for the bewildered.
View ArticleCRM vs. marketing automation: What's the difference and which do you need?
Both CRM and marketing automation systems handle leads, contacts and companies, but where does one start and the other stop? Behold this guide for the bewildered.
View ArticleCRM vs. ERP: What's the difference and which do you need?
Both CRM and ERP systems handle contacts, companies, quotes, orders and forecasts… and they may handle line-item configuration, bundles, delivery schedules and invoices. Where does one start and the...
View ArticleBuilding a customer community: 13 critical questions to get started
Salesforce, WordPress, Simplemachines, BB engines…they all have demos for community-building tools that will daze and amaze. But which one’s for you? Don’t go shopping until you’ve answered these...
View Article10 things you need in a CRM vendor proposal (and 3 you don't)
If you're doing a CRM system conversion, expansion, or initial implementation, there are some things you need to look for — and look out for — in a vendor proposal. We'll help you sort it out.
View ArticlePrepping for Dreamforce 2018: The 1 thing to do right now
Dreamforce is 6 weeks out, and the way to get the most out of that week in San Fran is by taking quick action now.
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