April 6, 2018

Improving Salesforce User Adoption

in: Business, Programming, Software Tagged: business, business efficiency, business productivity, salesforce, Salesforce administration, user support

Salesforce User Adoption, Part II: Improving Salesforce User Adoption Creating a great Salesforce app for your team is only part of the solution; the other part is getting your team to use the app. The best tool in the world is useless if it’s not used! You’ve seen plenty of tips about signs your team […]

March 29, 2018

You’re losing out by not having a Client Portal

in: Business, Software Tagged: business efficiency, client portal, client satisfaction, customer satisfaction, customer service, customer support, project communication

In a fast-paced, connected world, how can companies keep their clients engaged and satisfied? Even if your business model is selling fungible, disposable widgets, customers look for two-way conversations about their experiences. This is even more true for companies that provide professional services. Clients need to know you’ll provide support when needed, yet live support […]

March 29, 2018

Big Benefits of Mobile Workforce Apps

in: Business, Mobile, Software Tagged: business productivity, field staff, mobile apps, mobile productivity, mobile tag, mobile workforce apps

People resist change, even when it’s good. This is especially true when working routines and tools change. Field staffers are no exception; they’re constantly on the go, so they need for their productivity tools to be seamless and easy. This is where well-designed mobile workforce apps can really help.

March 23, 2018

Tips for Using Salesforce Record Types

in: Business, Software Tagged: business, salesforce, Salesforce administration, Salesforce business processes, Salesforce record types, Salesforce setup

Many companies use Salesforce not only for sales-related CRM but also for managing disparate business processes. Salesforce record types can help administrators fine-tune their orgs and manage business processes for different users effectively. Sometimes, administrators go a little overboard with custom record types. Even after reading the documentation, it can help to see how other […]

March 22, 2018

Writing Software Requirements 101

in: Business, Developers, Programming, Software Tagged: custom software, custom software development, Programming tag, requirements, softwares, writing software requirements

Writing software requirements should be easy, right? Right? Of course we know exactly what we need and can tell you exactly what the software should do. Unfortunately, it’s not always so easy. Writing software requirements well takes detailed, deep thought about business requirements. It also takes clear communication between the people who will use the software […]