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...

What makes Salesforce different?

We are frequently asked about what makes Salesforce special, or different. As consultants who have worked almost exclusively with Salesforce for over ten years, we have many opinions...

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