Coming into an accidental admin role can be overwhelming for a series of reasons. For one, being an “accidental” anything means that you’re coming into one space, even though you are versed in another. Many accidental admins hail from a more general business role, such as marketing, like I was. Perhaps you were support members…

So you’ve stepped into a new sales role and the company uses Salesforce.  If you have been in sales for any length of time we suspect that you either have been hearing about or using Salesforce for years. Even if you think you are a Salesforce Pro, give the following a read on how best…

Marketers know that at the core of all their practice is the customer. Having the skill to connect and manage your clients allows for a seamless transition between marketing efforts, sales and ultimately, your entire organization. If you haven’t already worked with a Customer Relationship Management System (CRM), the purpose is in the name: To…

Chances are, you’re working with Salesforce on a daily basis and if you are, you know the importance of staying up to date with the platform. With Salesforce always changing,  it’s easy to miss something important that could dramatically impact or add more value to your Salesforce instance. If this is something you know you…

I have been around Salesforce since 2001.  My introduction to Salesforce was as the Director of Sales for a small tech firm where I fell in love with the platform. I went on to start a Salesforce technology firm and then started and sold a Sales and Marketing tech consulting firm and I am now…