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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 […]

The Top 5 Uses Cases for the Grid [An Excel-Like Overlay for Salesforce]

A few weeks ago, we held a webinar to showcase the new features in the latest release of the Configero Grid.  [Missed it? View the recording and slides.] Part of the power of the Grid is the vast variety of ways it can be used, so at the webinar, we talked through several client examples.  […]

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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. […]

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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 […]