A Beginner’s Guide To Salesforce Reports

reports
One of the top reasons companies purchase Salesforce.com’s CRM Cloud is to derive clear quantitative metrics on their business. Reports in Salesforce are lists, summaries, and analyses of your data, which you can display on screen or print. They consist of a set of data that can be filtered, grouped, and displayed in a customizable graphical chart.

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We Don’t Need No Stinking Training!

user-training
You might be surprised to learn how many companies start training their employees on salesforce.com without determining their long-term training strategy. Training is so crucial to user adoption. To increase adoption, you must be able to provide training to employees in a way that involves them intimately with your implementation strategy.

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How Many Salesforce Administrators Does My Company Need?

sfdc-admins
How many Salesforce Administrators does your company need to employ? How do you make that decision? These are common questions I hear from friends and colleagues that are using or evaluating Salesforce. So let’s take a look at the two most important things your company should consider: staffing and capacity considerations.

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How To Manage Your Salesforce Change Management Program

change-management
Change Management is the very necessary process that your company uses to ensure growth without chaos. With Salesforce, change could result from any number of things, such as: organizational changes, business process changes, adding or removing processes, modeling modifications, new Salesforce releases, introduction of new custom applications, or integrations. Whatever causes the need for change, the change must be managed through the process of change management. Your Salesforce Administrators need to identify, prioritize, assign, execute, and communicate change to your employees to ensure orderly success.

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How To Measure Your Users’ Salesforce Adoption Rate

user-adoption
Measuring user adoption is key to the success of your Salesforce implementation. Otherwise, how do you know if users are really getting the most from the Salesforce application? It is also a good indicator of the effectiveness of your Salesforce deployment and provides insight into how the application is being used.

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