Category: Process

Salesforce Org Strategy

At some time in the distant future or maybe even now, your company will  need a Salesforce org strategy.  Eventually most larger (>500 employees) companies get to a point in where one Salesforce org (or instance) is not quite enough to… Read more

Top 3 Salesforce User Management Tips

This week’s blog will cover top 3 Salesforce user management tips for admins looking to get a bit more efficiency out of their Salesforce org. Whether you are are provisioning a new Salesforce org or simply looking to ensure your current… Read more

Resource Planning for Cloud Applications

Resource planning for cloud applications can be tricky for some organizations. In the old client/service world, companies had to plan for staffing on multiple levels. However with the advent of “the cloud”, resource planning for cloud applications is quite different. Before, organizations planned… Read more
Release Management in the Cloud

Release Management in the Cloud

Referenced in the previous blog post on “Center of Excellence Model for Salesforce”, critical to accomplishing a solid global deployment of Salesforce, it is important to understand release management in the cloud  and how best to execute in this model.… Read more
Center of Excellence Model for Salesforce

Center of Excellence Model for Salesforce

Recently,  I  had the opportunity to work with customers that realized they needed to set up a “center of excellence” (COE) and did not know where to start. A center of excellence model for Salesforce can provide a structure and base to… Read more

Release Management Strategy

Over the last several years I have had the opportunity to work on various global IT projects. One subject that comes into play and is critical to success is an effective release management strategy.  I have witnessed release management strategies… Read more

CRM Data Governance

CRM data governance, specifically account/customer data is a key variable for a successful deployment of your CRM tool . CRM data governance is often times ignored by companies or an after-thought of an  CRM application roll-out. I have seen in the past where… Read more