Technically Speaking:
articles to help you get the most out of your business technology
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System Considerations of Salesforce Lightning
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?
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
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
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
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?
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…