Blog

By Jordan Ojeda, Force.com Developer at Nubik I’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...

I 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 Salesforce guides all over the city...

By Nathalie Adam, Salesforce Consultant at Nubik From 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 Nubik Last 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 Nubik In 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...

By Nathalie Adam, Project Manager with Nubik I’m a volunteer walker for my neighborhood school’s walking bus. I started a group, called “Trottibus,” with other parents when my daughter started preschool last year. Families who live within a 2km radius of their school now have an alternative...

By Eric Rodrigue, Project Manager with Nubik My wife and I have been involved with North County Mission of Hope for over ten years. We happened to meet them by chance on the plane to Nicaragua, en route to our honeymoon. We chatted with them, their...

Ever since I started working, I’ve been donating 1% of my annual salary (or half of one paycheque) to charity. Instead of asking myself whether I should give to community organizations, I ask myself which one I’ll give to this year. –Joel Tessier, Salesforce Consultant at Nubik **** I...

Annie Chiasson is a Project Manager with Nubik. She discusses her volunteer experience with ONENubik. For the last 10 years, I’ve been a volunteer mentor for Parrainage Civique du Haut Richelieu, a local branch of Parrainages civiques du Québec. This organization matches mentors with children living with...

Small businesses face unique marketing challenges when it comes to budgets, competition, and gaining customer loyalty. Despite that, there are many tools and techniques that can be leveraged to make the most of what you have. Small businesses can still make a big impression! In an...

*** Since the publication of this post, Nubik now offers to all its customers this complete end-to-end business platform. Our solutions offering covers the entire spectrum of a company’s key operations, from the acquisition of sales leads to the renewal of contracts, in order to...

Field service is critical Field service activities are a complex yet critical component of the ongoing operations of organisations that have solutions deployed on customer premises or assets used remotely. Examples of such companies include manufacturers of capital goods; value-added resellers and distributors; and service providers...

Here’s to Operations ! When thinking about Salesforce Sales Cloud, the immediate reflex is to think about the tools that can be provided to an organisation’s Sales team to enable it to structure, plan, and monitor its sales and business development activities. For many companies, Sales...

Print Formatter is a standalone app that you can use to create design formats for printing sales invoices, credit notes, remittance advices, and checks that can be completed with data from the FinancialForce Accounting application. Essentially, it consists of a canvas where you can add...

Many people will tell you that remote working is the way to go. There are just as many who are all too happy to underscore the disadvantages. Which one is it? Is there a way to balance and enjoy the benefits while mitigating the disadvantages? In...

Whether Salesforce is the first CRM you implement or you’re migrating from an existing system, this process is sure to be transformative for your organization. At Nubik, we have seen our fair share of launches, and we’ve learned through experience that projects are successful not...

It’s been a week since TrailheaDX 2017 and I’m still processing all the things we’ve seen there; suffice to say, there’s plenty to learn from my latest trip to San Francisco. While it’s officially described as the “Salesforce developer conference”, it’s clear there’s a lot...

Before we get started, let me lay down some context around my perspective. I am new to the FinancialForce ecosystem and community, and to Nubik, joining the team with more than 10 years track record in the Enterprise Resource Planning (ERP) and Customer Relationship Management...

In business, quoting is the process whereby you go from promises made by the sales rep to making customer commitments in writing and kick-starting the quote-to-cash effort. The way that businesses produce quotes has historically been a function of their size and maturity. For many companies,...

For some of us, it’s been a long time waiting, but finally, summer has arrived! And for us Northerners, we’re finally able to shed some layers and head out to the terrasse, the pool or even the cottage. In other words: we’re ready for some...

With the Salesforce Summer ‘17 release notes weighing it at over 500 pages—definitely not for the faint of heart or those whose job isn’t to read release notes—we thought that we would share the thoughts of our team of Salesforce admins and consultants on the...

Managing project assignments for a team of 10 people is a relatively simple task, nothing an excel worksheet can’t handle. Combined with weekly project status updates, you can keep track of what’s going on: who is doing what, which projects need extra resources, when projects...

If you’ve ever typed in the words “Salesforce consultant” into the Google search bar, then you’re on the first steps into your journey for an implementation partner. You’ve also probably realized that there are a few to choose from, and you need to be sure...

At Nubik, we’re always finding ways to enhance and extend Salesforce for our customers, but we don’t just do it for others, we live it ourselves! One afternoon our very own Chatter board became alive with our Project Managers and Salesforce Admins comparing notes about the...

By Alex Boyer, Vice-President Operations, Nubik Given the rapid pace of globalization, urban sprawl (and its inherent problems of urban congestion), the proliferation of cloud-based office software, and the challenges of reconciling the balance between having a family and a career, the way that we work...

You’ve certainly heard about it. You’ve probably seen the videos and read the reviews. Maybe you’ve even had a demo and the chance to get hands on with the features and functionality. It’s new and fresh. It’s modern. Yes. But, you have probably also heard...

One of Nubik’s values is giving back to the community. We not only encourage individual employees to get involved and support causes they believe in, we also work together as a team to fundraise and volunteer. Community engagement helps us stay connected despite working remotely...

Once you’ve launched Salesforce, and centralized your Sales Operations, it’s time to look beyond the basics and think about how you can extend the functionality across other business processes. Many of our customers consider document generation a next logical step to help centralize, streamline and...

Customer support and service has never been more critical, and is an integral part of the product experience, playing a critical role in building your customer base, your reputation and your success. At the same time, the possible contact points with customers has grown from the...

Salesforce implementations are exciting. They give the chance for companies to change, to improve to get up to speed in this fast paced tech world. Stakeholders work hard to gather requirements and design systems that their users will love and be thrilled to use. Until...

They say the best business comes from word of mouth. We certainly have had great success with that. We trust people who have introduced us to other people we trust, and often companies in similar industries have similar needs. Nubik has built up an impressive...

Nubik has a close relationship with FinancialForce. We got to meet its President and CEO, Jeremy Roche when we were at Dreamforce last month! So, of course, we were excited to see FinancialForce has released all their video content from Dreamforce on their website. A one-time...

We know not everybody gets the chance to go to Dreamforce, so if you didn’t make it, don’t worry! In addition to the now-famous U2 concert, and cool swag, we’ve summed up some of the top product themes coming out of San Francisco last week. Einstein Dreamforce...

So, your company has grown, you have just recruited a lot of new staff and you need to upgrade your old obsolete CRM system. You have compared the various software offerings on the market and have decided to go with the most popular and most powerful:...

They say a picture is worth a thousand words. Now imagine that picture is a map, overlaid with your opportunities, leads, customers, service calls … You get the idea. We’ve all worked with Salesforce – it’s a great platform for capturing a wealth of data. It...

Plane ticket. Check. Hotel reservation. Check. Business cards. Check. Now imagine this: 150K people descending on downtown San Francisco at the same time as you to attend over 1600+ conference sessions or visit over 1000 exhibitors. The city is full of “Dreamforcers” from all over the world. You’ve got the basics covered, but you need to spend a few minutes to prepare yourself. Read on to for tips from our Dreamforce veterans ...