Technically Speaking:
articles to help you get the most out of your business technology
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System Considerations of Salesforce Lightning
November 28, 2018
CRM Optimization
For the average user, the switch to Salesforce Lightning Experience (LEX) can be difficult. Before making this transition, it is important to consider if the following aspects of Classic are…
Why Hire Locally Grown Talent?
November 1, 2018
Hiring
So, you have an important project to staff and you’re wondering whether to cast your net near or far? Should you consider hiring locally grown talent, or look elsewhere? I…
When colleagues won’t share their data
July 27, 2018
Data Management
One of the most common challenges with the internal adoption of any customer service application is getting meaningful data into the system in the first place. Your employees and colleagues are…
Things to consider with your CRM deployment
June 5, 2018
CRM Optimization
If you’ve ever witnessed a CRM deployment crash and burn, you’ll be happy to note that all future projects will be drastically more successful if your team heeds the following…
Salesforce User Reporting Tips
May 22, 2018
CRM Optimization
How often do you find yourself clicking in and out of records to collect the data you need to answer questions coming from the c-suite? If you’re accessing more than…
So… You Think CRM is a Waste of Money?
April 29, 2018
CRM Optimization
Ah, yes…business leaders everywhere have often heard this complaint. Maybe you are the one to notoriously shout from rooftops, “My company should not waste money and time on CRM. It…