Executives Archive
In my last post, I covered both what a roadmap is and why it’s important. Now, let’s start putting a plan into action to start defining what it looks like. As technologists, we deal with data on a daily basis …
The only thing permanent in life is change. If you are a CRM leader tasked with defining your application roadmap and strategy, you may be overwhelmed sorting through the complexity of managing existing features, implementing business processes, supporting or developing …
As a leader in Sales Operations, I have had the privilege of working with 10 Salesforce Administrators. None of them majored in Salesforce in college. None of them even started their career in the Salesforce ecosystem. Only one of them …
If you are an existing salesforce user and have asked a question on the salesforce community on reports, you would always be surprised with a quick answer from the Boston Nerd Steve Mo (You owe me a Beer) immediately. For …
If you are an executive or sfdc admin concerned about not getting more value from your salesforce investment, this post will help you do that. This dream force session had 2 great speakers who shared great insights on building center …
If you are a hospital managing your patient referrals and reporting on them is always a challenge when you use legacy system like Epic which does not have much reporting capability. When you are in the marketing department involved in …
If you are a salesforce admin or use salesforce, one of the challenges we face is data quality. Even though it is understood that there is some measure of bad data quality in our org, the question is how much …
If you are using web to lead forms in salesforce for B2B customers and let us say there is a email campaign which you had generated to multiple contacts in a company, there is a possibility that all the contacts …
If you are an university using salesforce for the first time or already have an instance, one of the exercises IT managers and business executives struggle with is to create a road map for their salesforce journey. The key questions …
As a salesforce admin, we are always in the hook to report insights and reports in salesforce which would enable our users to act quickly and predict on sales revenue and monitor problems. Winter 14 created a new feature called …