Category: IT Management
Dreamforce 23 session on How to Scale with Salesforce in Healthcare to level up Patient Experiences which you should attend!!
If you are a healthcare professional attending Dreamforce 23 this year, I invite you to attend my session on Leveling up the Patient Experience, which…
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…
How to start the habit of giving and one tip to make your birthday’s more memorable for you
For everybody including myself, we always have this one question. How can I give a little bit more to others and when to start? With…
Strategies to follow when you build a custom file import module in salesforce using apex and visual force
If you are a salesforce developer or architect planning to build a custom file import module in salesforce, this blog post would help you to…
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…
Measure data quality in your org and identify root causes with simple steps
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…
Strategies to sync Banner, Salesforce, Datawarehouse and other systems..
If you are an university using Salesforce crm or planning to use SFDC, one of the daunting questions always is how do we manage student…
Creating a CRM Strategy for organizations which just merged after a M&A
Corporate world is always full of merger and acquisitions. The challenge for organizations is how do we go about in crafting a CRM strategy, which…
Deduping strategy across multiple systems for universities using salesforce
If you are an university using sfdc and if you have a data warehouse, student information system like Banner, one of the challenges is to…
Creating Road maps for salesforce projects for universities new to salesforce
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…
