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. […]
Integration Considerations for Every CRM Implementation Salesforce Integration/Implementation To get the most out of a Salesforce implementation, integrating it with backend systems is often necessary. Numerous tools are available to assist with the transfer of data between Salesforce and other systems, and they all have their pros and cons. Regardless of the tool, an integration […]
A Best Place to Work Where You CAN Have Your Cake and Eat It Too In August of 2015, I walked into a reception that I never expected to be invited to. Nine other Demand Chain team members and I strolled through a set of glass doors into a large private airplane hangar roaring with […]
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 […]
Got Trailhead Salesforce One of the most asked questions I get from customers, community members, and Demand Chain co-workers alike is: “where can I go to learn [x]?” Normally, my responses would range from talking about certification study guides, official Salesforce classroom training, or even setting up personal one-on-one training. These are all still very valid and […]
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; […]
Options for Pricing Flexibility Salesforce Pricing There are a number of tools that Salesforce offers regarding pricing flexibility that you can grant to (or rescind from) users when determining a price. Default price per product Master line item: Every product defined in your product master has a “Standard Price” defined that will default into new product line […]
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 […]
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 […]
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 […]
