Software

April 23, 2018

Should we outsource Salesforce?

in: , Tagged: , , ,

The basics are in place: you’ve set up your Salesforce org, and you’ve customized it enough to let your sales team work pretty efficiently. Now your users are asking for more. They want more automation to streamline their work, more customization to tailor their experience to their needs, more built-in business logic to improve the […]

Read More

April 20, 2018

Why it’s time to build a Board of Directors Portal

in: , Tagged: , ,

  For any organization led by a board of directors, communication is vital. Board members need a great deal of well-organized information in order to perform their duties. Staff members have traditionally prepared board books and meeting documents, assembling and organizing possibly hundreds of documents for each meeting. While it’s possible to cobble together a […]

Read More

April 13, 2018

7 Traps to Avoid during Salesforce Integration Projects

in: Tagged: , , ,

Salesforce is a terrific tool, and it continues to grow in capabilities as well as popularity. However, companies don’t use Salesforce in a vacuum; they need to integrate it with their other systems to maximize value. Here are some pitfalls to beware of in Salesforce integration projects. Speed bumps and pitfalls

Read More

April 13, 2018

Time for a Custom PO System

in: , Tagged: , ,

How organized is your purchasing system? If you’re not already using purchase orders, it may be time to start. If you are using them, take a moment to evaluate how well your off-the-shelf software fits your current needs. It may be time for a custom purchase order system. Why should I use purchase orders? A […]

Read More

April 13, 2018

Citizen Centric Government Through Public Portals

in: , Tagged: , ,

In today’s connected world, consumers want to interact with service providers on their own schedule and receive individualized information and experiences. The same principles apply to citizens, who are the “customers” of their government. Citizen-centric government using public portals is a growing trend. These portals offer citizens secure, convenient, and personalized channels to interact with […]

Read More