Managing Milestones Within Salesforce

As basketball star Joel Embiid always tells anyone within earshot, “Trust the process.” The process we want to talk about here is that of handling your customers over time in Salesforce. Believe us, you can trust Salesforce with making that process easy, automated,...
The Time Has Come to Modernize Your Clunky Software

The Time Has Come to Modernize Your Clunky Software

If your organization has been around for a number of years, there’s a good chance that you are using out-of-date technology. Your software applications might be difficult to use, or lack the features you need. Your various software systems may not be up to date, and...

Navigating Staff Changes Within Salesforce

When we’re in the moment at work, it often seems like everything is permanent, but things are actually always changing. People on your team unfortunately come and go. They quit. They get laid off. They get fired. From an IT perspective, this has an impact. The people...

How to Save Your Work and Save Your Sanity

I was employed at the General Headquarters of my church for a season. I don’t know how we ever got anything done, because computers hadn’t infiltrated the workflow yet. But I was very tech savvy, for I had the distinction of owning a Kaypro II, dual 5.25” floppy,...