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Geocoding Features Alexa: Check out Salesforce’s New Geocoding Features A few weeks ago, I was at my brother-in-law’s house checking out their Amazon Echo.  The kids were having a blast playing tunes and adding items to the shopping list.  Okay, maybe it wasn’t just the kids. I picked up an Echo and began tinkering with Alexa, Echo’s version […]

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What is Pardot? Salesforce / Pardot If you have worked with Salesforce or are familiar with marketing automation software, it is likely you have run across one of the hottest tools on the market…Pardot. Pardot is Salesforce’s marketing automation suite that helps companies engage with prospects and leads in a simpler and smarter way. Pardot’s […]

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Enterprise Wide CRM When discussing enterprise wide CRM with our clients, the conversation routinely turns to the concept of Single Customer View.  As you probably already know, each organization will naturally want to be a little different in their approach to realizing a unified CRM. However, based on the conversations we’ve had with our clients, […]

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Data Dirty Dozen How to Mitigate CRM Data Quality Difficulties & Deficiencies As mentioned in a previous post CRM: An Introspective, the value of a CRM platform is dependent on successfully managing the quality of data put into it. Attempting to sell, market or serve a client with a baseline of bad data is an uphill battle. […]

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Salesforce for Nonprofits Nonprofits may not be considering Salesforce as a technology solution often enough. It is not surprising that the commercial sounding “Salesforce” platform gets overlooked. Nonprofits and higher education institutions can gain access to this leading technology at a fraction of the typical cost through different avenues. Salesforce Foundation The Salesforce Foundation’s mission […]

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Keys to Good Reporting Salesforce / CRM Reporting Reporting is one of those areas where everyone needs to see something different. Top-level executives love the idea of a dashboard to let them know how each business unit is performing; Sales managers need to see how their people are performing and what the pipeline looks like; […]

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CRM: An Introspective What can it mean for your team? Success Derived from Data Quality Customer Relationship Management (CRM) focuses on the movement of customers through the pipeline, beginning with a marketing classification and culminating in a service experience. Anyone discussing CRM practices on a regular basis can appreciate the depth modern CRM platforms bring […]

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Chief Architect Interview Salesforce MVP Andy Boettcher Do you know Andy Boettcher, Chief Architect and Salesforce MVP? Listen to the “WizardCast” podcast interview to learn more about Andy and Demand Chain! Podcast: https://thewizardnews.com/2015/04/20/wizardcast-episode-iii-revenge-of-the-pithy-comment/ *There are so many different careers and jobs that involve Salesforce beyond being and administrator or a developer. Andy Boettcher is the […]

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Stabilization through Productization Salesforce System vs. Tool One of the many needs that we hear from our prospects and customers alike is the need to drive Salesforce to a point of stability, predictability, and reliability. Those three words are very similar indeed, but they have specific purpose: Stability A state where the system is gracefully handling […]

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