Category Archives: User Adoption

Salesforce for Outlook + Global Actions = Pragmatic User

Ok, so here I am again: The Salesforce.com partner who actually uses Salesforce.com the same way our clients do. Yes, we have the same nerve-wrecking heartaches you do. To prove it, see how we unwittingly discovered an unplanned benefit when both Salesforce for Outlook and Salesforce1 were setup (and the former was actually working).
Challenge: When in […]

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Heaven in My New “Generate Invoice” Button

I finally did it. After 4 years I finally set time aside to set up Conga Composer (by @CongaMerge) for my very own instance of Salesforce.com. I run my entire company on Salesforce.com and can proudly say that that now includes invoicing. I hate QuickBooks and loathed the time spent compiling my time entries, generating […]

Posted in Able Cloud Staff, Business Processes, Custom Cloud, Data Quality, Enterprise, Reporting & Dashboards, Sales Cloud, Uncategorized, User Adoption | Tagged , , , , | Leave a comment

MEP Center Performance Improvement Using Salesforce.com Webinar, 3/13/2013

[ March 13, 2013; 2:00 pm to 3:00 pm. ] On Wednesday, March 13, 2013 from 2-3 pm EDT, the nation’s MEP Centers are invited to join a free online webinar conducted by Able Cloud. In our hour together we’ll outline the business processes and functions (e.g. NIST Reporting) that your current or planned instance of Salesforce.com ought to be doing for you. This first-hand […]

Posted in Able Cloud Staff, Benefit Category, Business Processes, Data Quality, Edition, Enterprise, Events, Reporting & Dashboards, Source, Training, Uncategorized, User Adoption, Webinars | Leave a comment

What to Look for in a Salesforce.com Partner #Salesforce

Rather unexpectedly, over 50% on my work comes from re-implementations of Salesforce.com. How can an implementation go so far south that the client actually re-commissions an implementation? It seems that selecting the right partner is often the riskiest part of a project’s success. Continue reading

Posted in Business Processes, Data Quality, Enterprise, Group, Professional, Reporting & Dashboards, Sales Cloud, Service Cloud, Unlimited, User Adoption | Tagged , , , , , , , , , , , | 1 Comment

When Passive Aggressive Staff Cripple Your Company #Salesforce

Who’s the boss? How to recognize passive aggressiveness that cripples your Salesforce.com user adoption. Continue reading

Posted in Able Cloud Staff, Benefit Category, Custom Cloud, Sales Cloud, Service Cloud, User Adoption | Tagged , , | 1 Comment

Who’s More Important: Your Tax Preparer or Salesforce.com Admin?

For as much I know about Salesforce.com, I am ignorant when it to QuickBooks. This rude awakening occurred last week when I tried to prepare my books for my tax preparer. While I’m sure she excellent at what she does, she did not work with QB. No biggie, I figured, I’ll just work with someone who knows QB […]

Posted in Business Processes, Custom Cloud, Enterprise, Group, Professional, Reporting & Dashboards, Sales Cloud, Service Cloud, Unlimited, User Adoption | Leave a comment