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Adoption Maturity – Leveraging The Salesforce Platform

Adoption Maturity – Leveraging The Salesforce Platform

Previously, we introduced the idea of a Salesforce Adoption Maturity Model as a way for companies to gauge how well they are capitalizing on their Salesforce investment.  We discussed the first level of the model, Basic Adoption, which is focused on getting the fundamentals in place and developing the discipline within the organization to use the solutions.  In the second level of the model, Leveraging the Platform, you will have reached the intermediate stage when you have begun to automate...
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Data Visibility: In The Land Of The Blind, The One-Eyed Man Is King

Data Visibility: In The Land Of The Blind, The One-Eyed Man Is King

It’s a fact, the person with the best data visibility - the easiest access to the most information - gives the best service (unless they are lazy). That said, it is very common to encounter Salesforce users or prospective customers that say it takes too much time and effort to capture data in Salesforce. But for many jobs, especially sales and service jobs, you can’t perform well without a lot of information, and you need data in order to create...
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Working Hard? Prove It By Using Salesforce Cases

Working Hard? Prove It By Using Salesforce Cases

Most 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 –...
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The Key to Salesforce Adoption – Don’t Give Up

The Key to Salesforce Adoption – Don’t Give Up

As a continuation to our post on the Salesforce Adoption Maturity Model, let's discuss Basic Adoption in detail.  Basic Adoption is usually attained when the entire team is tracking sales activities and managing prospect and customer relationships within Sales Cloud. The key to Basic Adoption is consistent usage - everyone is using the system on a regular basis and following similar processes.  It's not about perfection, it's about consistency.  Most companies in the Basic Adoption phase have made modifications for...
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Salesforce Capabilities: 3 Things Salesforce Can Do That You Didn’t Know About

Salesforce Capabilities: 3 Things Salesforce Can Do That You Didn’t Know About

Everyone knows that Salesforce is the go-to solution for the CRM and sales needs of any business, but did you know that Salesforce capabilities can help you do much more? Salesforce is a complete and comprehensive system that can manage your entire business from anywhere using any device. Here are some business problems Salesforce capabilities can solve that you probably didn’t know about: 1. Manage all your business processes and data. Salesforce can do virtually anything from accounting to HR....
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