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The Salesforce Blog with Tailored Goodness

Tagged: Tips

Change Management Series: 4 Core Principles of Change Management

Team working together to learn about the new Salesforce implementation coming

There’s no one-size-fits-all approach to change management. There are many tools and techniques. It’s critical that you consider the current state of your team, your culture, and the learning tools that work best for your organization. To kick off this three-part series on change management, we talked about the basics of change management. This second…

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Change Management Series: How Thoughtful Change Management Maximizes your Salesforce Investment

Without proper change management, your Salesforce implementation is likely to fall flat. Imagine you’re given a car and never taught to drive it. Or even worse, imagine you’re given a car and its maintenance responsibilities without being taught how to maintain it. You probably know what a car is; you might even be excited to…

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Salesforce User Experience (UX): How and When to go Custom

One of Salesforce’s strengths is its extensibility, which means you have options for custom capabilities or functionality. The first two blog posts in this series covered User Experience Research (UXR) and a handful of easy User Experience (UX) wins for any Salesforce admin. Sometimes, you have to go beyond clicks and jump into some custom…

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How to Get the Most Out of Your Salesforce Budget

Is your organization struggling to get the most out of your Salesforce budget? Organizations come to us because they are struggling to achieve their business objectives with their current Salesforce setup or have a hard time understanding what’s possible within the Salesforce ecosystem (and how to budget for their new or existing instance). At Red…

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Easy UX Wins for Salesforce Admins: 5 Quick Fixes to Empower Users

Welcome to the second blog in a three-part series! My first post focused on User Experience Research (UXR) with a short primer on user interviews. You’ve done your user interviews. Now what? Your next steps come from the backlog these interviews uncovered. Now’s the fun part, you prioritize and find easy wins for rapid deployment…

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