Buzzwords. We love them, we hate them, but we can't ignore them. "Digital Transformation" is the Queen Bee — the buzziest of all buzzwords. It's been bandied about from boardrooms to business brunches. But what does it mean to our audiences & industries? And more importantly, how can it improve how we do business? To [...]
Deciding which to implement first — ERP or CRM — is a common dilemma in our line of work. A classic question we hear whenever a client is implementing a new ERP system while considering a CRM rollout is: “We’re concerned about handling both projects at the same time; shouldn’t we do the ERP first?” [...]
When people hear about Salesforce, the first thing they think of is sales, but many people do not know that Salesforce’s Service Cloud does more revenue than its Sales Cloud offering. For many Building Product Manufacturers, leaders may hear Service Cloud and think, “So what? I do not have a high volume call center, and [...]
Salesforce instances do not manage themselves. How many times have we (or you) seen a company build out a software platform (ANY platform) and expect that it will merely run itself? As if it were a car that never needed gas, washing, or an oil change. We all know how that turns out; one word, [...]
Guiding the Salesforce Ship Requires Captaincy In our previous post, we discussed road maps. Clearly, the CRM matures over time; it's on a journey. Well. Where exactly did that road map come from? And who's got their hand on the long-term wheel to ensure we navigate down the charted path? And who's deciding if we [...]
If you don’t know where you’re going, any road will get you there, hmm? There’s a great Eisenhower quote, “Plans are nothing; planning is everything.” The implication is that while the winds of time and circumstance can make a great plan obsolete, the process of continually planning sets you up to reassess and adapt [...]
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