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7 Takeaways from Southeast Dreamin’ 2017

Another Southeast Dreamin’ has come and gone!  Last week, 350+ administrators, end users, and executive champions flocked to Atlanta to gain insight and ideas to maximize their success on the Salesforce platform.

I-85 went up in flames -- but that didn’t stop these trailblazers from coming together for another amazing conference.  Here are some of our biggest takeaways from the event:

What Salesforce Webinar & Workshop Topics Would You Like to See?

Whether you’re just getting started with CRM or thinking about the “next big thing” to build on the platform, Configero strives to provide resources to help you along your Salesforce journey.

To that end, we offer workshops and webinars to help business leaders, admins, and end users expand their knowledge. 

A Call for Speakers & Topics

We’re in the midst of creating our schedule for Q2, and we want to hear from you! 

Is it Time for Some “Spring Cleaning” in Your Salesforce Org?

Spring has sprung!  The daffodils are blooming, Easter candy is in abundance, and it’s a great time of the year to declutter with some spring cleaning.

Just like the back corner of your closet, it’s easy for “stuff” to accumulate in a Salesforce org.  It’s worth taking some time to see what still fits, what’s no longer flattering, and what you may be able to get rid of.  Business priorities and workflows are constantly evolving -- and chances are, there may be customizations that you no longer need.

Team Member Spotlight: Introducing Mark Kovacevich, Solution Architect

Our team members are passionate about helping our clients succeed on the Salesforce platform.  Some of them you may “know” from their blogs and activity in the Success Community – even if you haven’t had the opportunity to meet them in person yet.

To virtually introduce more of these experts, we’ll be sharing a monthly team member spotlight highlighting their roles and background.

This month, we interviewed Mark Kovacevich, Solution Architect at Configero.  Read on to learn more about the work he does with our clients and what makes him tick!

 

You Bought Pardot. So Now What?

You caught the marketing automation bug.  You’re on board with the exciting opportunities to increase the efficiency of your team, laser target your communications, and share your message with the world.

You pulled the trigger and bought Pardot. 

If you find yourself thinking “okay, now what?” and feeling a bit daunted – you’re not alone.

The Danger of “We Can Do That Too!” in Project Management

Ask any business owner about sales, and they’ll tell you they want more of them.  But getting the right sales is just as important.

When a prospect presents a new challenge or requirement that we haven’t dealt with before, it’s tempting to jump in with “sure, we can do that!”

We’re all guilty of it.  We see the prospect has a need.  We know we can help, and we want to.  But this is a trap.

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