How to pick a great Salesforce consultant by watching their bedside manner

Have you ever been rushed through a new doctor visit? If your experience was anything like mine, this scenario should sound familiar: the doctor briskly walks in, shakes your hand,...

5 tips for navigating a Salesforce World Tour event

Last Tuesday, April 4th, we hit the streets of Washington D.C. to explore the Salesforce World Tour: DC (think Dreamforce, but regionally-focused). This year the event was smaller than...

3 ways to use Salesforce automation to be more efficient

Need a reminder to follow up with a potential lead after one week? Want to create a real-time notification when your organization has a brand new member? It’s possible with Salesforce’...

The Healthy CRM: Using Dashboards

Welcome to our series The Healthy CRM, a boot camp for your CRM processes. Once a month in 2017, we’re going to help you get your CRM into shape with a healthy dose of best practices...

The Future of Salesforce

2017 was supposed to be a lot more futuristic than it’s panning out to be. I grew up on promises of flying cars, robot butlers, and a colony on mars. Instead, I’m driving a stick shift...

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