It’s been more than ten years since I began my journey into the world of Salesforce consulting and during my time, I have been fortunate to work with many customers. I have been challenged by the ever-expanding capabilities of Salesforce and have appreciated the opportunity...
In my previous posts, we covered the basics of Salesforce objects, and also discussed opportunities and products. This brings us to the next learning phase - how to build "Price Books", create "Quotes" and set up "Contracts".Let's talk about price books first. As the name...
Some might say my professional journey is somewhat unusual. They are right. I am not going to say otherwise. Indeed, I don’t belong to a generation where accounting has been passed down from father to son. In fact, this hardly matters in the story I...
Discovery questions to build your Field Service business case By definition, field services involve the deployment of a worker to a remote site to provide a service. The remote site may be a place of business, a consumer home, or a remote location belonging to the...
Are you looking to grow your business more quickly in 2019?A business, just like any other living and growing animal species, evolves, transforms and eventually becomes extinct. A growing business must face many obstacles and anyone choosing to engage on this path is aware that...
There are several types of objects in Salesforce, but the two most common types are standard and custom. A standard object is a database table that stores information and is included with Salesforce by default. A custom object is built by a Salesforce admin, based...
While it might be gratifying to achieve a new system implementation on your own within your organization, many businesses can’t really afford it. In most cases, for different reasons, even the largest technology or professional services companies turn to an experienced consultant to successfully implement...
The true value of a Professional Services Automation (PSA) solution lies in the opportunity to maximize your resources’ billable hours. When it comes to implementing this kind of system, several professionals may question whether they really need the help of a consultant to achieve a...
Let’s start at the very beginning.Are you a new Salesforce user with no prior exposure to the Cloud's basic sales data model? If yes, then, one of your first questions will most likely be "what's a lead, what's a contact, and why would I need...
You want to manage your employees, your clients, your projects and your finances from one single centralized application and are looking to purchase a PSA (Professional Services Automation) solution? Now that you are ready to take the leap and to start transitioning your professional service...
![[Infographic] Enabling Field Technicians to Become Heroes!](https://s3-us-west-2.amazonaws.com/nubikwebsite/wp-content/uploads/2018/12/Enabling-Field-Technicians-to-Become-Heroes.jpg)
Our customer, an industry leader in wireless web-based irrigation management systems founded in 2002 by two agriculture-minded entrepreneurs, is helping farmers across North America take the guesswork out of irrigation management. CHALLENGE Field technicians worked offline and were manually dispatched to jobs in stations spread across humongous...
By Lucas Ennouchi, Salesforce Application ArchitectEverybody wants reports from their Salesforce instance. What organization doesn’t want to see pipeline health, sales team performance, customer retention rate, or marketing ROI? While Salesforce can easily produce these reports, what happens when you are hungry for more insight?...
Industry 4.0 is revolutionizing the manufacturing sector. The business world is changing faster than ever and will not wait for you to catch up. Take your eyes off the competition for a short time and boom!, you have been outpaced.Participating in as many seminars as...
In a world where fake news are rampant, we have been accustomed to hearing inconsistent statements. In the marketing sector, more specifically in marketing automation, we face abundance in that regard. I will be focusing on the five most common myths.For those who are not...
In the USA, one out of five adults owns a voice assistant. Another study conducted by Capgemini confirms that almost one quarter (24%) of consumers would rather use a voice assistant than a web site to interact with a business. In the next three years,...
We are blessed with so many CRM and ERP solutions to choose from on the market today. However, two major competitors are standing out from the rest: Salesforce and Microsoft Dynamics 365. While both products address the same needs, they differ in several respects. Which one...
By Camil Bourbeau, Vice-President at NubikThis week is Dreamforce ‘18, the annual conference where Salesforce unveils all of the great new things to come with its family of Software as a Service (SaaS) solutions, including Salesforce CPQ. Nubik had numerous team members on site at...
By Camil Bourbeau, Vice-President at NubikThis week is Dreamforce ‘18, the annual conference where Salesforce unveils all of the great new things to come with its family of Software as a Service (SaaS) solutions.Field Service Lightning (FSL), Salesforce’s SaaS platform for enabling and supporting workers...
A few of the lessons learned during ERP and CRM implementation projectsBy Marco Del Duca, project manager for NubikGreetings everyone. My name is Marco Del Duca, I am a seasoned project manager who has spent the last ten years globetrotting around the world of IT...
By Jeff Da Silva, Business Solution Architect at NubikIt happens too often; the end of the sales process becomes complicated thanks to internal verifications, team responsibilities, product complexities, you name it. All of it simply causes many prospects to drop off before a deal is...
If there has been a single constant in the world of business for the last 4-5 years, it has been the concept of artificial intelligence (AI). In fact, there is a widely held “fear of missing out” (or FOMO) for artificial intelligence, of missing the...
Stéphane Poirier, Marketing director, Nubik Business challenge One of the principal challenges facing businesses is worker productivity, which is defined as the amount of output for a given period of time, typically one hour of work—particularly in manufacturing.While North American manufacturing output has nearly rebounded[1] in real...
By Andrew Maruzzella, Project Manager, NubikI have had the pleasure of collaborating with lots of non-profits over the last three years. It’s inspiring to work alongside organizations which generously provide invaluable services for people and communities. Because of your staff’s dedication and selflessness, it’s essential...
Stéphane Poirier, Marketing Director at Nubik & IoT AdvisorThe Internet of Things (IoT) presents manufacturers and high-tech companies with a number of growth opportunities. These include increased sales through the augmentation of existing products to create uniquely differentiated offerings, new product launches based on rich insights...
By Patrick Gouin, Customer Solutions DirectorI had the pleasure of attending the FinancialForce annual conference Community Live last year in beautiful Las Vegas, the city that never sleeps.Amidst the warm weather, the palm trees and the surreal lifestyle that Las Vegas has to offer, greatness...
By Bruno Gagnon – Customer Solutions DirectorThat’s a great question. Let’s consider why you would choose Nubik and why you should choose Nubik. Reason #1 – Our focus on ROI At Nubik, we work on multiple projects, many of which often come with tight budgets and tight...
You need a new CRM/ERP to replace your old, obsolete CRM/ERP which no longer allows your business to grow, either because you have new needs, or even because you want to link with external systems to consolidate your data.Do you identify with this situation? You’re...
By Jennifer Hickey, Salesforce ConsultantWho hasn’t heard about the 4th industrial revolution? At its core lies the customer experience. This experience disrupts all areas of business, from the marketing approach, through the experience of the sales process all the way to after-sales service. To continue...
Authors: Salesforce CPQ Consultant, Nathalie Adam, and Pierre-Luc Jodoin, Professional Services Director, Salesforce PracticeChannel partners, including distributors and manufacturer’s agents, are key to the success of all manufacturers that don’t maintain a direct connection with customers. While it can be difficult to identify, recruit, and sign...
Have a Question? Drop us a line, we’re ready to help. Found this video useful? Don’t forget to share it with others!...
Have a Question? Drop us a line, we’re ready to help. Found this video useful? Don’t forget to share it with others!...
Seeing as the new releases and updates from the Pardot development team are coming in fast and solid, I feel like I’m always having to catch up to it. However, one thing stands out when I consult for my clients - three features that are...
Written by Anne LaBoissonniere, CSM at NubikCongratulations!You are now ready to start implementing your Cloud SaaS Solution promised to fix all your problems. Well, not all your problems, but perhaps some business software related ones!A great way to start is assembling a team of champions...
Author: Katie Bussières – President – NubikIn order to achieve its growth objectives, a company must be able to rely on a management team that adopts an effective leadership approach. Nubik is no exception to this rule; having positive leadership practices in place is crucial...
Author: Katie Bussières – President – NubikNo matter the sector, each business deals with its own particular issues and unique challenges to overcome. To be among the high performers, and the most competitive, you can’t leave anything to chance in any facet of a business....
Author: Alexandre Boyer - VP operations – NubikHow many times have you heard about the implementation of an ERP or a CRM that’s gone four times over budget and took four times longer than was forecasted? Yet avoiding IT system implementation nightmares is simpler than...
Author: Alexandre Boyer – VP Operations – NubikYou probably know that Nubik is a company that operates in a virtual environment. Every single one of our employees works from home. When we’re chatting with folks from outside the company, their first instinct is to say,...
Author: Alexandre Boyer – VP Operations – NubikGetting to know a platform like Salesforce definitely requires patience, but it’s just as important that you have the right tools. For a newbie, it’s hard to know where to start. It’s a big and powerful system in...
by Jordan Ojeda, Force.com Developer at NubikEveryone who has developed any application, feature, improvement or even those who have been indirectly involved in any development process may know that security is extremely important when it comes to coding. As developers, we have to act as...
Written by Mathieu Bonin, Force.com Developer at NubikFor the first Nubik Developer Expo, DevX, I was tasked with presenting a newly available tool to our team. That tool was Code-Robot. It sounded great on paper, but now that I’ve had the chance to use it...
By Alexandre Boyer, VP Operations at NubikCRM systems are seen as tools that provide structure to sales and service teams and help their efficiency. This makes sense, since that’s really a CRM system’s primary function. But Salesforce, or any other CRM system for that matter,...
By Jordan Ojeda, Force.com Developer at NubikI’m pretty sure you have been coding for a long time, and you have often seen the need to reuse code you’ve built in the past. Your first reflex is to go look for that piece of code you need...
by Jennifer Hickey, Project Manager at NubikI had the thrill of attending my first Dreamforce this year and what an experience it was. There are blocks and blocks of San Francisco reserved to host the 3500 sessions for the over 170 000 attendees. There were...
By Nathalie Adam, Salesforce Consultant at NubikFrom the outset, let me make one thing clear: you don’t learn business analysis but rather, it is something you develop. Of course, you should take a course to properly learn the fundamentals. But business analysis is above all...
Members of the Nubik team just returned from another amazing Dreamforce, and we're bringing you the best and latest of the announcements and new features coming to the Salesforce platform. Read on to learn what got us excited! Einstein Of course, we were introduced to Einstein last...
Is your marketing team struggling with connecting the dots from campaigns to KPIs like revenues?Any business wanting to serve its customers well is juggling a number of marketing campaigns and collateral at any given time - website visits, landing pages, webinars, newsletters, blog posts, social...
By Stéphane Poirier, Marketing Director at NubikLast night, November 8, 2017, Nubik President, Katie Bussieres was recognized for her socio-economic leadership. She was awarded the 2017 entrepreneur of the year prize in the medium-sized business category by the Réseau des femmes d’affaires du Québec. Congrats Katie!...
By Serena Clermont, Salesforce CPQ Administrator at NubikIn today’s sales environment, selling complex products is the norm. Any sale can have a dizzying array of options, complex guarantees or special discounts for specific clients, and sales reps are faced with the challenge of hitting the...
While normally we all telecommute, every few months, we get together in person for Nubik Day. Nubik Day is a day of learning and sharing company updates, company successes, discovering the latest updates, brainstorming, and welcoming new team members. We get to spend time in...
We’re on our way to Dreamforce and there’s always one thing we can be sure of…lots of surprises! Want to know what we are looking forward to?Here are a few things that have caught our attention, and it’s only the tip of the iceberg:Einstein...