What are the possible models for "owning" a platform like Salesforce? So, we hope we have clearly established the need for a solid approach to administering your Salesforce instance in a previous post here. Now let's spend some time talking about the various possible approaches to managing your platform and how to apply outside help [...]
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 [...]
Investing a bundle in branding to homeowners? If you have a product with the visibility to have brand identification with residential homeowners, you know how much money you’ve put into generating that brand. It was … not a small number. And you’ve put that money in over the years; you have to keep it [...]
The Fallacy of Forcing Your Business to Fit “Traditional” CRM Functions We recently heard a building products distributor push back on the idea of using Salesforce, “because our sales cycles are so fast in a heavy quote-oriented business that Salesforce just wouldn’t work for us.” We thought that was a sadly irrelevant way to evaluate [...]
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