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Configero Recognized on Owler’s 2017 Top Rated CEOs List

We’re excited to announce that Configero’s CEO Jody Hamlett has been named one of the top CEOs in Atlanta by Owler.   Awardees are chosen according to ratings by the Owler Community, which is comprised of over 1 million active business professionals across a broad range of industries and roles. This year alone, Owler Community members […]

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The 4 Question Test to Uncover Your Next Pardot Project

The possibilities for building automated campaigns in Pardot are virtually endless.  So where do you start in your quest to build marketing and sales efficiency?  I’d suggest you begin with these four questions: 1. What processes does your team actually add value to?  There are some tasks your marketing and sales reps do better than […]

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Thrashing: The Ultimate Project Killer

Software projects are notorious for going over time and over budget.  Why?  Sneakily undermining our success, thrashing can be the Ultimate Project Killer.  What’s thrashing?  Thrashing is changing things on a project… and timing is everything.  Done early, thrashing helps you get to the best possible final product.  But if it’s too late in the […]

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WEBINAR: 5 Quick & Easy Examples to Boost Marketing & Sales Efficiency

Join Us June 6th from 1-2 PM EST  Thinking about the possibilities available with marketing automation is exciting – but sometimes overwhelming.  Are you considering investing in Pardot, and just not sure if it’s worth it?  Or have you signed on, but still feel like you’re not quite using it to its fullest potential?  If […]

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How Salesforce Divisions Can Break Down Silos in Your Organization

That’s not a typo — the powerful (but underutilized) feature know as Salesforce Divisions can actually help break down silos within your company!   Read on to learn more about the capabilities of Salesforce Divisions and how you could leverage this to improvement your team alignment. Salesforce Divisions: A Definition Divisions have been around since […]

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5 Signs Your Service Delivery Processes Won’t Scale

Working on your business, not just in it, is the challenge for leaders in every organization, every industry, every size of company. Clients are demanding, sales is always on – but to scale, you need the systems and processes in place to support efficient operations and delivery.  This is even tougher when you’re in growth […]

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Configero in the Community: 5 Upcoming Events

When we’re looking for insight on what’s new in the Salesforce ecosystem, the Success Community and our Ohana are the first places we turn.  We seek to give back by presenting at User Groups and other community-led events.   Check out what’s on the line up for the next few weeks – and we hope […]

Sales Forecasting

The 5 Sales Forecasting “Types” [& Which You Want on Your Team]

The seasoned sales leader knows from experience to take their team’s forecasts with a grain of salt.  Some team members are predictably high, others tend to run low, and patterns start to emerge. There are five “archetypes” we commonly see among sales reps when forecasting.  Which profile do most of your team members fit? 1. […]

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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 […]

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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 & […]