Category Archives: Service Cloud
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 […]
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 […]
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
Who’s the boss? How to recognize passive aggressiveness that cripples your Salesforce.com user adoption. Continue reading
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 […]
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 […]