Salesforce Transformations: How a Small, Growing Business Was Able To Scale Seamlessly

If you own a small, rapidly-growing businesses it may sound like a dream come true—but it doesn’t come without its fair share of nightmares along the way! Such companies rapidly outgrow their business processes and this creates headaches in all areas of the day-to-day running of the business. Often, they muddle along with inefficient processes, poor communication, and frequent costly errors that harm relationships with customers. Ultimately, service delivery problems lead to customers leaving and the nightmares beginning for the business owner. But turning this round is often simply a case of re-defining the sales processes and introducing more automation to improve the service delivery for clients. Salesforce is one of the best tools for achieving this. (more…)

Working Hard? Prove It By Using Salesforce Cases

workinghardimage_400Most organizations rightly claim that they are working hard but they can’t always tell you what exactly they are doing, what needs to be done, or what has been accomplished. Part of the reason is that their work is hidden in a blizzard of emails and phone calls. Luckily, there is an easy way for a Salesforce user to shed light on how much work their team does and how much service they provide. Stop relying on just email – use Cases, a standard feature in both Salesforce Sales and Service Cloud. (more…)

CRM is Critical to Your Business


Young businessman drawing customer relationship management process concept. Isolated on white.

Customer Relationship Management (CRM), or as we like to call it – Consistent Relationship Management, solutions have been around for decades now and most everyone has tried to institute some level of CRM processes whether it is basic contact management or implementing a robust system like Salesforce.  However, most companies have failed at adopting CRM processes and solutions.  So why is implementing best practices within a good CRM solution so critical?  Here are three main reasons why we think CRM is the most critical business process within your company and also why it’s important to have a good solution in place to manage these important business processes.

If CRM is Broken, Your Company is Broken (more…)

Build Apps on Salesforce – Not from Scratch

We’ve talked before about the value of buying versus building software (see Buy Software, Don’t Build It), but what should you do when you really need to build a custom solution?  We recommend building your solution on the Salesforce platform.  When we talk to clients and prospects about this option, they are caught completely off guard as it is something they didn’t know was possible.  As we start talking about the options and benefits, they are blown away with what they discover.  So, why would you want to build your solution on the Salesforce platform versus building something from scratch?  Here are a few of the main benefits: (more…)