Category Archives: Service Cloud

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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5 reports Salesforce users should run but don’t #Salesforce #CRM

If you know me or my company, Able Cloud Advisors, then you know I insist on making technology work for me (not me working for it). One of the ways this happens is by creating scheduled reports in Salesforce.com to tell me things I ought to (in theory anyway) be remembering to do myself. Staying […]

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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

Dear Mr. Andy ***NLE*** Rich

Some readers may recall the days when your first employer was your only employer.  Since this isn’t the case in 2011, may I suggest you add a custom “Employment Status” field to your Contacts. You need not get really complex here. Mine is simply a two item picklist. Each contact is either “Currently Employed” (default) or “No Longer […]

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