Category Archives: Custom Cloud

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

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