Who is your ideal client?What do you use to generate new leads?How do you manage your leads?Are your leads warm or cold?Is your CRM providing results?If these questions make you umm and ahh, then chances are your leads are falling through the cracks.The most effective and fastest way to make sure you can answer these

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I have worked with many small organizations that were using Salesforce but had never customized the system to make it more aligned with their business. Some of them signed up for Salesforce simply because they understood Salesforce to be a leader in the industry. That’s very true, but without a plan and without configuring their

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As a small business owner, you will have processes and systems in place that are unique to your business. They’re executed regularly to sell your products and services. But what is a business process? Tecnopedia’s definition of business processes is a:”wide range of structured, often chained activities or tasks conducted by people or equipment to produce

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Salesforce is much more than your typical CRM. It is fully customizable so that you can have the most relevant data for your industry right at your fingertips. Since you are on my site and reading the blog, you must have some interest in Salesforce or CRM systems. I want to share another Salesforce App success

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I started working with Rocky Mountain Prep in March of 2019 when Lela Johnston, the Manager of Development and Community Partnerships, reached out for help with their Salesforce app. Rocky Mountain Prep began using the Salesforce Nonprofit Success Pack back in 2013, but their system was outdated, and they were long overdue for a system upgrade.

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