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Are You Over-Servicing Your Clients?

Helpful, accommodating, prompt.  These are coveted traits in client relations and project management team members.  But there’s a fine line to toe between being helpful and over-servicing an account. A definition of “over-servicing” Let’s start with a definition.  Over-servicing is different than “going above and beyond.”  It’s doing work that’s outside of the scope of […]

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Just Say No: 7 Signs a Project Won’t Be Profitable

There’s nothing quite like the thrill of the hunt in sales.  Crafting your pitch, crushing the competition, and getting the buyer to sign on the dotted line – it’s exhilarating. But what if that sale you’re working on isn’t really worth it? It’s hard to walk away from a deal.  But if the project isn’t […]

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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.  […]

3 Webinars You Won’t Want to Miss in Our Q1 Lineup

Whether you’re just getting started in the Salesforce ecosystem or a seasoned vet, we’ve got webinars to share new ideas and expand your knowledge! Check them out, and we hope to see you there! Introducing the Lightning-Enhanced Configero Grid   |  Feb 28 @ 1 PM EST The Configero Grid is an Excel-like overlay for […]

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CASE STUDY: How INAP Leveraged Pardot for a 118% Increase in Form Submissions

Our clients are awesome, and they build amazing things on the Salesforce platform.  Fair warning: we reserve the right to brag on them from time to time. One of the clients we are most proud to have worked with is INAP, a national internet infrastructure provider who generated triple-digit improvements to its marketing program using […]

27 Pick-Up Lines to Woo a Salesforce Admin on Valentine’s Day

Love is in the air.  If you’ve looking for that special someone in the Salesforce ecosystem, you’ve got to speak their language. We’ve got your back with 27 Salesforce pick-up lines guaranteed to make any admin swoon: 1. Are you Global Search? Because I’ve just found what I’ve been looking for.       2. You […]

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Project Profitability: Do You Know Which Clients Actually Make You Money?

We’re all striving to run organizations that consistently deliver profitable projects and products.  But do you truly know which clients are most effective in boosting the bottom line? This information is critical, both pre and post-sale.  Knowing what’s most profitable should drive sales priorities and inform how aggressive your reps can be with negotiating competitive […]

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Join Us at This Year’s Southeast Dreamin’!

The Southeast’s premiere Salesforce event is right around the corner.  March 30-31st, nearly 500 Salesforce administrators, end users, and executive champions will flock to Atlanta for Southeast Dreamin’, hoping to gain key insights on how to maximize their success on the Salesforce platform. What we love about the event is that it is created by […]

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Building Your Salesforce Roadmap for 2017

January is the time that many organizations are buzzing with new plans, putting the finishing touches on budgets and forecasts, or locking down project priorities. Do you have a Salesforce roadmap in place for the year?  While many IT and Sales Operations teams put together an annual plan, rolling out new Salesforce functionality isn’t always […]

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Spring ’17 Product Updates to the Configero Grid

The Configero Grid is now better than ever – and equipped with an exciting new User Interface that makes the app faster, easier to use, and matches the improved Lightning design styles in Salesforce.  Whether you’re an existing customer or new to the Grid, you won’t want to miss this! About the Configero Grid If […]