Category: Executives
This category will have articles on reports, business results which would help executives to make decisions on salesforce.
How to decide on an Org Strategy for companies that are in the middle of a Merger and Acquisition – Part1
If you are an organization that has recently acquired 2 or 3 companies or is in the middle of a merger and acquisition, one of…
What SAP Manufacturers Need to Know to Manage Pricing in a Volatile Supply Chain
If you are a SAP Manufacturer of discrete products, today’s volatile supply chain environment has caused a huge increase in costs, reduced customer satisfaction, and…
How to develop marketing digital transformation to drive brand and demand generation in the manufacturing segment.
When you think about digital transformation in the manufacturing segment, you think capacity planning, process modeling, robotics, workflow optimization, artificial intelligence for inventory management, and…
CRM Transformation Leaders Interivew Series – Journalism to an IT Leader- Frank Ferriola –
This is an Interview series of Visionary CRM leaders who are leading companies in turbulent times. As part of this series, you can hear first hand on…
How to create a Salesforce Roadmap for your organization – part 2
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…
How to create a Salesforce roadmap for your organization – part 1
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…
Salesforce Admin to Sales Ops Leadership – 3 Traits and Tips for Success
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….
Build Quick YTD,MTD Reports on Opportunities,Proactively notify your sales team on closing opportunities with Free Steve MO Package
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…
Dreamforce 2016 series- Best practices for creating center of excellance using Salesforce
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….
Proactively managing referrals for hospitals using salesforce
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…
