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Small Business and CRM - Do You Need It?

This question comes up quite often in my discussions with small to medium businesses: Does Big Data matter to you? 


Big Data has been perceived as a large enterprise focus area while small organizations think that they can sit on the sidelines and wait. You hear of companies like Google, Yahoo, Amazon and IBM focusing a lot of resources toward capturing and utilizing Big Data. If you're sitting out until you think it's relevant for small business, then you need to get started today because it's relevant now.

CRM Failure - Avoid These CRM System Mistakes

In this customer-centric age, the only thing worse (actually exponentially worse) than having no dedicated system for your customers, better known as Customer Relationship Management systems or CRM systems, is to have a CRM that doesn't work the way you intended it to! You may have made massive investments, including money and time. You may have implemented the best CRM for your organization and, yet, slowly but surely you can see it's failing to live up to your expectations. Sounds like a complete nightmare, doesn't it?

Get Rid of your CRM Implementation Fears

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Business owners, the executive team and sales management can get very excited about implementing a CRM into their sales process. The thought of elaborate reporting tools and enhanced data collection and the promise of increased efficiency can blind them. They often forget how their sales teams and support staff will react to the thought of significant change. There are fears of "Big Brother" watching every move, extra administrative work to do, and the loss of their feelings of relevancy. I have seen all of these in play with companies that did not think it through. Here are a few things to consider that will make your CRM implementation projects run more smoothly.

CRM Implementation – What it Means for your Company's Culture

As a business development lead for a managed services consulting firm, I get a very interesting perspective about businesses that many do not see. I equate it to a visit to the doctor: in order to get to the root of the issue you may have to share some pretty personal things about the state of your business and where the pain points are evident, causing you to seek outside help.



Today's ever-changing technology landscape offers tools and tactics that can make your business more effective and efficient. The excitement of having a new tool or toy like a CRM platform can help with analytics, observations and trends but it can overshadow a very important question, which is, "How is this integration or CRM implementation going to effect my company's culture?"




Salesforce or SAP CRM: The Inside Leaks


One of the most time-consuming aspects of any CRM implementation for any enterprise is the selection of the CRM system itself. In my experience, I have seen stakeholders spend considerable time (months to years) analyzing one option after another, sifting through the subscription plans on offer. In fact, if you are a rookie, the sheer plethora of options available to you will whirl your mind.


A Managed Salesforce Service Provider: Why you need one

Engaging a managed technology service provider has often been viewed as something for large organizations who have a lot of cash to spare. However, technology outsourcing is slowly finding its following amongst organizations of all sizes and industry, courtesy ever-changing business dynamics and innovation. I am often asked, why and when to outsource in-house Salesforce services to a managed service provider. The answer, though involves explanation, is simpler than what you may have initially thought.


Salesforce 1 Lightning: Deliver Business Processes with the Speed of Light!


Well, not quite literally!  Salesforce 1 Lightning is a new-age Platform-as-a-Service (PaaS) offering from Salesforce. Billed as the fastest, quickest way of dishing out cross-device, responsive applications on the Force.com platform, Lightning is a collection of new and re-branded technologies that simplify and deliver the whole lifecycle of building apps, integrating data and automating business processes, at the speed of light!



Essentially, Salesforce 1 Lightning comprises of Lightning Connect. True to its name, Lightning Connect enables you to connect to external sources and legacy systems and access the data within real-time.


Awestruck by Lightning - Build Better Processes with Salesforce


Salesforce introduced its new component framework Lightning in its winter’15 release, targeted at building apps, integrating data and automating business processes at a very fast speed. In this blog post, I am going to talk about the Lightning Process Builder, Salesforce’s workflow and process automation framework.

9 Tips for Managing your Salesforce Org

Maintaining your Salesforce org is quite a Herculean task. Not only do you have to ensure the access to correct relevant data to all your users, you are also responsible for maintaining the integrity of your org data to avoid any delay on projects due to configuration rework and thereby managing the overall costs. In this blog post, I will talk about 9 best practices that ease your job as a Salesforce administrator.



10 Quick-Fixes to better your SFDC code!

As a SFDC developer, you are expected to create magic with every line of code that you write! Your code is expected to be clean, optimized, and all of this within the time-frame set by your Project Manager and/or client! Easier said than done! Getting a perfect code in place, which adheres to all the best practices laid down by Salesforce is much like an art that is perfected with a lot of practice over time. Notwithstanding that fact, here are 10 quick-fixes to get you started on the right course, which help you stay within the governor limits and enable you to better the performance of your code without much ado.

Surfing the Analytical Wave! - Invest in the Salesforce Analytics Cloud?

So, roughly a year after Mark Benioff declared at Dreamforce’13 that SFDC “does not intend to move into the traditional, horizontal analytics market”, Salesforce recently launched its cloud-based analytics platform ‘Wave’ at Dreamforce’14 and entered the $38 billion analytics market with a bang! To be fair to Benioff, Wave is anything but traditional. Touted as the “analytics for the rest of us”, Wave is designed first and foremost for mobile interaction and usage, so that your sales reps and mobile workforce can explore the data within Salesforce and other third-party applications from diverse vendors like Microsoft and SAP on-the-go, slice and dice it, and get insights anywhere, anytime, and in any way required.


Dreamforce 2014 Summary - 1 Word That Comes to Mind


After completing my first week long educational adventure at Dreamforce 2014, I am looking over the copious notes that I took in the 15+ sessions and countless keynote speeches, and sharing my attempt at summarizing what I have learned.


The already robust CRM/Cloud platform added many new features and products to make your business more efficient and more productive. The resources available in Salesforce.com (SFDC) are vast, so paring down exactly what your organization needs is a task in itself but highly necessary to extract the full power for your company.


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