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Solving Three Top Salesforce Challenges

Ah, Salesforce—the tool that can keep your business organized and energized. It’s a potent platform with many capabilities, but let’s be real — exploring Salesforce’s ins and outs can sometimes feel like doing a puzzle without the picture. But don’t worry! Whether you’re just starting or trying to make sense of your current setup, I […]

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Four Areas Salesforce Automation and Customization Will Crank Up Your Productivity

(AI voice) In today’s fast-paced business world, efficiency and accuracy are paramount—end transmission.  (personable blog voice) Just kidding. I, an actual human, wrote this. Lousy AI jokes aside, Salesforce automation and customization are game changers. They enable businesses to streamline operations, reduce errors, and boost productivity. Tailoring Salesforce to your operation’s specific needs will drive […]

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Chicago-Based Janitorial Solution Provider Boosts Productivity With Proper Salesforce Implementation

Case Study: PROBLEM Sustainable janitorial solutions provider was dissuaded with their Salesforce instance after an unsatisfactory and costly implementation. Incomplete feature setup, improper permissions sets, and poor data migration were causing countless issues and irritations. In addition to a disappointing implementation, the client was not provided with training to assist them during the process. SOLUTION […]

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Salesforce User Adoption — Why Such A Problem?

Blog: Sound Advice for a Happier Salesforce User Adoption. Have you been considering purchasing Salesforce to help run your business? Good idea. Are you afraid your users won’t fully adopt it? Valid concern. With system changes being a commonality for growing operations, companies need to look for ways to soften the blow for affected employees.

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International Steel Manufacturer Eliminates Salesforce Inefficiencies With Customized Plan

Case Study: PROBLEM Individualized instances of Salesforce were causing data continuity issues for an international steel manufacturer. In North America, reports revealed that the data segmentation was being driven by disjointed Salesforce use and a lack of universal regulation. As an action, the North American region was given two years to improve their Salesforce processes […]

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Come For The Job. Stay For The Culture.

Blog: Three Ways Training Can Improve Culture and Retention. Today’s workforce is in flux. Employee migration, the want for hybrid/work-from-home schedules, and people just not coming back to work have employers scratching their heads regarding how to keep folks on board. According to PwC’s “The Future of Work,” 45% of chief financial officers are not […]

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Is This The End Of In-Person Training?

Blog: Embracing Online Training for the Long Haul Even though employees have returned to the office, all signs point to online learning and training becoming more prevalent in the years to come. The numbers show that what started with hybrid and remote work being necessary during the pandemic is now a permanent part of everyday […]

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Set Hard Deadlines And Be Happy

Blog: We’ve made it to another new year. In order to get off on the right foot, let’s set some accountability boundaries for this year’s projects. If you have been on a yearly cycle of project procrastination and disorganization, I implore you to set hard deadlines for any goal, project, or task for the year […]

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Taking The Bored Out Of Onboarding

Blog: Building better learner engagement and success during onboarding As a dedicated trainer, life-long competitor, and Wisconsin resident, I know a few things. First, solid onboarding needs commitment backed by a solid plan. Second, creativity and a little competition promote an engaging learning experience. And third, cheese is king, and the Packers rule! Below are […]

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School’s Out Of Office

Blog: The Significance of Virtual Instructor Led Training (VILT). Imagine, if you will, the future of training facilities. A place where blackboards are no longer needed, uncomfortable desks aren’t mandatory, and flickering fluorescent lights don’t distract. Lucky for us, this future already exists. VILT is a convenient and immediate method for workforce and client training. […]

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Make The Transition From Salesforce Classic To Lightning

Blog: Why now is the time to finally convert your operation to the Salesforce Lightning Experience. Over time, Salesforce has seen many changes. One of the more significant developments has been the introduction of the Salesforce Lightning Experience. The improved interface was developed with client input and is designed to improve workflow and productivity, make […]

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Organizing Your Tasks And The Space-Time Continuum

Blog: Prioritizing projects when everything is important. Do you know that feeling you get when you first sit down at your desk, and you reflect on your open task list?  Your organized thinking is innocent and blissfully ignorant to what lies ahead. Before your cognition kicks in, the list slowly starts to swirl. Rapidly, numbers […]

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