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 […]

February 15, 2018

Are You Underutilizing Salesforce, Part I

in: Business, Software Tagged: business efficiency, salesforce, Salesforce administration, Salesforce adoption, Salesforce features, Salesforce integration, Salesforce value, underutilizing Salesforce

Your team may have been working in Salesforce for a while. Now is the time to ask: are you getting the most value from your subscription? How can you tell if you are underutilizing Salesforce?

February 15, 2018

Monolithic Rollouts of Legacy System Replacements

in: Business, Developers, Programming, Software Tagged: business efficiency, business productivity, Business Tag, consulting, custom software, custom software development, Programming tag, software development, softwares, solution design

Legacy system conversion projects are always challenging. Rollout strategy can make a huge difference in successful user adoption and overall project success. Only when I began writing them down did I realize that I had recurring dreams.  I had believed that my dreams were largely random and varied, but instead I learned that I had […]

February 9, 2018

Salesforce user adoption, Part I: Signs you don’t have buy-in from your org on using Salesforce

in: Business, Developers, Software Tagged: business efficiency, business productivity, Business Tag, salesforce, Salesforce administration, Salesforce adoption, Salesforce user adoption, softwares

Now that your company has rolled out its shiny new CRM system, you’ll want to make sure your team is fully on board. How can you track Salesforce user adoption? What are the signs you don’t have full buy-in from your organization on using Salesforce? Of course, there are many useful reports available in the […]

March 17, 2017

Has My Business Outgrown My Technology?

in: Business Tagged: business efficiency, business productivity, custom software development, salesforce

We get this question a lot from business owners in the middle of a growth phase. Often, they are already using systems for accounting and CRM (Customer Relationship Management), and they are not sure what processes could be improved, and if there is a business case to improve them. Over the years, we’ve identified a […]