Bad data often starts with harmless intentions. It’s the result of a busy salesperson cutting a corner when updating a contact. Or leadership breezing through data standardization training because it costs how much money to train this person before they even start doing their actual job? Or it’s an over-burdened admin who’s got a plate full of projects that every stakeholder …
When you introduce something new within your company , you’ll inevitably have people who are skeptical of the change. They’ve experienced some measure of success within the system, and they’re hesitant to believe something new will enhance their job. These are the naysayers and — when implementing Salesforce in Dallas or any Texas based company — winning them over is …
You implemented Salesforce CRM to optimize your sales and business processes, free up more time with automation, and become more connected to your customers. At first, everything worked just as expected and you got what you needed out of it. As time went on, however, you started seeing the potential to get even more benefit — or maybe your initial …
In a recent article, Simon Mulcahy, Salesforce’s Chief Innovation Officer, outlined five disciplines that companies can adopt to ensure they emerge stronger in a world forever changed by COVID-19. The disciplines were: How you make decisions How you engage customers How you work How you embrace technology How you serve society While all of these points are important, how you …
Salesforce Lightning, in its infancy, lacked many beloved features that Classic offered. There were questions and concerns about stability and core functionality. There were also concerns about custom development like Visualforce pages and custom buttons . . . would they be migrated? It was understandable why companies showed reluctance to flip the switch. Today Salesforce Lightning can be considered ‘mature’ …
What’s Your State of Health for Your Salesforce Environment? We all know that there are so many ways that you can utilize Salesforce to fit your business model. But are you leveraging it to it’s fullest potential? Are you running out of storage space? Are there too many triggers and workflows that you don’t know up from down? Too many …
As our workdays and months go by, we tend to get so far into the weeds of our daily tasks that we forget to make our systems evolve with our business. Salesforce is no exception. As the system enhances with each new release, do we enhance our end user experience along with the changes? Here are three simple tips to …
Data quality is simple as washing your hands, right? Most companies don’t realize until too late that they have data quality issues and often are uncovered as a result of loss in revenue or business due to integrity of the data. In fact, in a recent Gartner study, 36% of participants estimated they’re losing more than $1 million annually due …
One major advantage of hiring a consulting firm is that you only pay when they provide you a service. This also means that you don’t provide employer benefits, which can save you a lot of money in the long run. Ventas Consulting can provide that cost savings and also give you an outside, fresh perspective on your business with long term strategies to grow revenue …
