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Preparing for Your Scope Call

How Much will it cost? How long will it take?For turn-key implementation or integration projects, we get asked these questions every day. Because your needs are unique to your organization, the functionality, effort and cost of your project will be unique as well. To help you answer the cost and time questions, we will offer to hold a phone call we call the "Scope Call" at no cost to you, so we can better understand the project and get enough information to provide you good answers.

Selecting System Administrators

We often speak of the critical success factors in a Salesforce or Conga deployment. These include: (i) Senior Sponsorship, (ii) Communication Planning, (iii) Design & Understanding of the Purpose of the Project, (iv) Qualified Configuration, (v) Training for end-users, managers and administrators, and (vi) Post-Implementation Support. The last item, Post-Implementation Support, is often overlooked or considered ancillary in nature. If you did every step perfectly but fail to provide an adequate support plan for your...

Have You Integrated to [???] Before

Over the past two decades, we have seen Salesforce deployments with associated integrations go from less than 5% of deployments to more than 60% of deployments. Consequently, one of the most common questions that clients ask is, "Have you integrated to [fill in your system] before?" It's a great question and who wouldn't want to hire a firm that had proven experience integrating a specific system to your CRM?

Salesforce Org Consolidation

For large national and international clients, we often find companies with multiple instances of Salesforce CRM. In Salesforce "speak" each instance is referred to as an "org" which is short for "organization". These independent orgs arise most often as a result of mergers and acquisitions where one company using Salesforce purchases another using Salesforce  In other cases, large organizations will deploy separate orgs overtime for various country, divisions, departments or business functions. This article addresses...

Documenting Integration Requirements

Top 20 Questions For Thoughtful Integration Documentation More and more, our clients want to integrate Salesforce CRM or their Conga Contracts applications (their "Solution") to a database or business application. The question they almost always want to know is "how much will it cost?". To answer this question, first be prepared to present a high-level description of your integration. This could be a paragraph or a number of bullet points that summarize what the integration needs to do. However, to reasonably answer...

Email Marketing Solutions for Salesforce (Updated)

Unless you have all the customers you need, some level of marketing is necessary and important. Despite the proliferation of spam, email marketing continues to be a key weapon in the marketer's arsenal. For our clients which use Salesforce CRM as their enterprise CRM system, we often have the conversation about the extent of the native capabilities of Salesforce CRM as it relates to email marketing, mass email, email tracking, etc. The goal of this article is to provide a high-level look at the difference between using...

Supporting your Salesforce and Conga success.

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