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Our Guide to a Successful Salesforce Implementation - Tuesday 18 December 2018
Salesforce is a powerful platform and the ways in which it can help your organisation on a day to day basis are practically endless. When implemented effectively, it should do the heavy lifting of repetitive administration, allowing you and your team to spend more time on the most important work.
Become a system administrator? But I'm paying for a consultant! - Thursday 13 September 2018
One of the first recommendations I make with any of our clients is for one or more of them to attend the Salesforce “Administration Essentials for New Admins” course. It teaches you the fundamental skills and knowledge to manage a Salesforce org and is where many of us get our first taste of the genuine power of the platform.
Marketing Cloud: from Yesterday to Today - Thursday 6 September 2018
So, last month marked my anniversary of being a certified Marketing Cloud instructor, and what a ride it has been. When I think about what it was, to what it is now, it’s hard to believe.
Our top pick of Salesforce apps! - Monday 16 July 2018
If you are looking to extend your use of Salesforce, then why not use the AppExchange to install great apps already tried and tested by the community? Many of these are also free - so what have you got to lose? Our team of instructors and implementation consultants are often asked for their recommendations, so here are some of them:
The Support Desk: The Unsung Hero of the CRM - Thursday 5 July 2018
My wife and I are both Salesforce consultants. Inevitably, this leads to us discussing technical holes we’ve fallen into during our day over dinner as our 20-month-old throws baked beans at us. (For the last month it’s been overtaken by GDPR but that’s a story for another blog.) But if the job of a consultant is to perform business analysis and configure a system fit for purpose, why do we always come back to perplexing technical issues? Because people are excellent at taking what should be a perfectly functioning system and finding weird ways to break it. Enter the Support Desk…
An insider's view of the Salesforce World Tour - London - Monday 4 June 2018
The excitement about attending the London Salesforce World Tour event was soon accompanied by another strong sentiment; Fear of missing out! Here was a great potential to learn new information, experience Salesforce demos, join in discussions and otherwise interact with the Salesforce community. I wanted to make sure that I would get 110% out of the event.
What Is GDPR? - Monday 30 April 2018
So the boss ‘invited’ me to write a blog about GDPR, that was nice, I thought to myself, then I went into panic mode and thought, what if I get something wrong? I’ll be lambasted, humiliated by anyone and everyone who claims to know everything about GDPR. Then I realised I probably feel exactly the same as anyone who has some sort of responsibility for GDPR Compliance and is doing this for the first time.
Why We Love Einstein Analytics (And You Should Too!) - Thursday 22 March 2018
If I told you that you (yes, you) could easily harness the power of artificial intelligence and deep learning for your Salesforce CRM, would you believe me? Do you think you have the aptitude to delve into the intimidating field of artificial intelligence?
Using In-App Help to Drive Adoption - Tuesday 27 February 2018
Ever wondered how to continue to drive adoption, best practice and good quality data after your Salesforce go-live? It’s a tough one, but one of the best solutions to this conundrum is to use an In-App Help provider.
How to become a Salesforce Certified Administrator! - Wednesday 24 January 2018
As a Salesforce training consultancy, our instructors need to ensure they are at the top of their game. This includes achieving and maintaining product certifications, and their instructor status. But, the question is often asked, how do I get admin certified? Here we will tell you more about the process and suggest some great resources to get you there.
Salesforce focuses on the Krux of the matter with Digital Marketing - Monday 17 October 2016
With all eyes turned towards San Francisco and the start of Dreamforce, it would have been easy to miss the announcement that Salesforce have continued their acquisition strategy by agreeing to buy Krux – a category-leading data management platform who brand themselves as the ’Intelligent Marketing Hub’
Salesforce.com Acquires Word Processing Quip App, Easing Collaboration In The Cloud? - Thursday 4 August 2016
This week, Salesforce.com announced that they bought the word processing application Quip - the online collaboration tool re-designing the way we work with our files. Declaring themselves “committed to changing the way teams work” – the news brings some exciting and positive changes ahead.
Best Practice for Migrating to Salesforce Lightning - Monday 1 August 2016
The Salesforce Lightning Platform is a new user experience with a refreshed interface, giving users access to great new features, whilst maximising productivity and allowing better decision making based on your data.
So now you’ve been given a brief intro on Lightning and want to know if it’s for you. Where do you start, you ask? Here are our best practice tips for migrating to the Salesforce Lightning interface…
Salesforce World Tour Review - Sunday 24 July 2016
It's been a few weeks now since the Salesforce World Tour, and whilst it feels like it came and went in the blink of an eye, we’ve returned to our desks with fond memories of the day. Now that the excitement has simmered down, we’ve been able to reflect on, and realise, all the key learnings we took away from the event itself.
What to do at the Salesforce World Tour - Wednesday 4 May 2016
No idea what to do at the Salesforce World Tour? Here are our tips!
Salesforce World Tour London - Our Guide - Tuesday 12 April 2016
Ever wondered what to do at the Salesforce World Tour London? Here's our guide to getting set for the day!
What is the Cloud Scheduler? - Monday 7 September 2015
The cloud scheduler is a great tool that few people know about. Want to know more? Then keep reading!
Global Search - How does it work? - Wednesday 19 August 2015
Global Search is a key tool in Salesforce, but did you know it's not just plain searching?
Duplicate Management - have Salesforce finally discovered the Holy Grail? - Sunday 10 May 2015
The Salesforce Spring '15 release saw the introduction of Duplicate Management and we think its a cracking piece of functionality - here we investigate why...
Understanding the Salesforce Clouds - Wednesday 8 April 2015
Want to understand more about the different Salesforce Clouds? For those who don’t know a lot about Salesforce and what it does, you might be mistaken in thinking that Salesforce provides a single product in the form of a CRM tool. Read on.....