business

February 15, 2018

Monolithic Rollouts of Legacy System Replacements

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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 […]

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February 9, 2018

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

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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 […]

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December 18, 2017

How to Prevent a “Gotcha!” in Salesforce Relationships

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Working with Salesforce relationships is a little different from traditional relational database structures, but Salesforce has great tools for building custom data relationships, and most people can adapt quickly to the SOQL model. As with any other system, though, there are a few “gotchas” to watch for when designing Salesforce relationships. I ran into one […]

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