by todd | Nov 29, 2023 | Salesforce CRM, Updates
It’s All About Metrics Successful organizations compare metrics against their business models and strategic plans. Analysis of key performance indicators provides management with the data necessary to make course corrections based on actionable data versus a...
by todd | Nov 28, 2023 | Economic Development
Lead management and helpful dashboards from Salesforce.com Proper lead management (also known as your suspects and prospects) is critical to the ability to attract and also manage your potential projects. The more effective lead follow-up you do can give your...
by todd | Oct 16, 2023 | CRM Consulting, Saleforce.com Implementation, Salesforce CRM, Updates
Data security. What happens if…….. Your password and username are stolen and your online banking accounts are compromised? Your password and username are stolen and your credit cards are maxed with fraudulent charges? Your password and username are stolen and the your...
by todd | Oct 15, 2023 | Economic Development, Salesforce CRM, Updates
CRM for Economic Development Audit “Less” May be Part of the Best Solution We’ve all heard it. A vendor reaches out to tell you about their company’s latest feature enhancement The new app will (supposedly) provide amazing benefits, such as: Increase sales by 30...
by todd | Sep 10, 2023 | CRM Consulting, Salesforce CRM
Data Security for Economic Development Organizations By now, it’s obvious: Work from home (WFH) is here to stay. The number of work from home employees has been trending upward for years. New COVID-19 regulations have accelerated the migration to this new business...
