It’s been more than ten years since I began my journey into the world of Salesforce consulting. During that time I've been challenged by the ever-expanding capabilities of Salesforce and have dedicated myself to helping customers gain value by implementing this CRM technology. The article...
We previously covered the basics of Salesforce objects, opportunities and products. Now, we come 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 suggests, a price book is an object...
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...