CRM

“Good Fences Make Good Neighbors” As I prepared to write on the topic of data visibility I thought back to a time when I was negotiating a support agreement with a lawyer who said to me, “Good Fences Make Good Neighbors”.  The lawyer wanted to protect...

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...

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...

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...

Everybody 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? What if you need to...

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...

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...

A few of the lessons learned during ERP and CRM implementation projects By Marco Del Duca, project manager for Nubik Greetings 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...