View Post

Finding the Right Salesforce Partner – Managing Risk

In Best Practices, Project Management, Tips & Tricks by Jim LambertLeave a Comment

This is the second article in a multi-part series on Finding the Right Salesforce Partner. The entire series can be found here. The potential risk in a Salesforce project, or any project for that matter, comes in many shapes and sizes. And, the risk that turns real can be expected and planned for or come as a complete surprise. That …

View Post

Finding the Right Salesforce Partner and Avoiding Chaos

In Best Practices, Project Management, Tips & Tricks by Jim LambertLeave a Comment

At MondayCall, we are regularly called upon to assist new Salesforce customers in determining what they need for a successful deployment and how to obtain it. While we feel we are an ideal choice for a Salesforce partner, we do think that customers should be informed and confident in their selection. So, we prepared this blog series sharing our extensive …

View Post

Steering Committees: Part 2 – Building the Team, Scope and Frequency

In Best Practices, Project Management, Tips & Tricks by Andy YangLeave a Comment

Who Should be in the Steering Committee? The Steering Committee is usually comprised of senior team members – all key stakeholders as well as the Project Manager and Principal Consultant on the team.  The Steering Committee may be just 4 people, but it can be quite a bit more on larger projects.  There are diminishing returns on the size of …

View Post

Steering Committees: Part 1 – Why Leadership Is Necessary for Successful Salesforce Projects

In Best Practices, Project Management, Tips & Tricks by Andy YangLeave a Comment

Kicking off a project is a particularly exciting time of a project.  There’s a lot of trust going around and great hope that this project will be the best project ever.  One can already taste the ROI that stakeholders will enjoy. The cold hard truth though is that every project takes smarts and hard work.  While cloud-based SaaS projects are …

View Post

Feature Spotlight: Salesforce Optimizer

In Best Practices, Custom Development, Salesforce Administration, Tips & Tricks by MondayCall AdminLeave a Comment

Whether it is decluttering your garage, office, kitchen, or closet, that feeling of regaining wasted space and efficiency can be invigorating. It will put you in a good mood for weeks or even months. Such is the case when decluttering and optimizing your Salesforce system. And the new Salesforce Optimizer app now available in the Summer ‘20 Release will make …

View Post

Examining ROI of Implementing New Functionality

In Best Practices, CPQ, Integration & Data Migration, Tips & Tricks by Andy YangLeave a Comment

Creating the business case for making improvements to your CRM infrastructure can be a complex process, and there are many different methodologies for determining potential ROI to justify moving forward.  Every organization also has its own unique decision making process which can be as simple as getting straightforward approval from the CEO if the desired improvement feels “right”, to a …

View Post

Tips from Work-at-Home Warriors

In Best Practices, Events, Tips & Tricks by Andy Yang1 Comment

Working from home has become more common but has accelerated dramatically with the response to the COVID-19 crisis.  Companies have increasingly asked employees to work from home and socially distance themselves to decrease the chance of exposure and spread.  At MondayCall, most of our employees are pros at working remotely and have for years been collaborating with team-members and customers …

View Post

Preventing Projects From Going Red

In Best Practices, Change Management, Custom Development, Salesforce Administration, Tips & Tricks by Andy Yang

Projects have an expected outcome.  When the outcome does not meet minimum expectations the project has not been successful.  Industry experts often boiled down project expectations around several key project parameters: Scope – Did what was delivered meet expectations? Timeline – Was it delivered on time? Budget – Did it get delivered at the expected cost? There are many other …

View Post

Salesforce Spring ’20 Release Highlights

In CPQ, Custom Development, Salesforce Administration, Service Cloud, Tips & Tricks by MondayCall Admin

One thing you probably value about Salesforce is that there are 3 releases each year of new and improved functionality. The releases are named for each season that will soon be upon us (at least in the Northern Hemisphere): Spring arrives in February, Summer arrives in June, and Winter arrives in October. To maintain the health of your Salesforce org …

View Post

#2 – Best Practices in Managing Technical Debt

In Best Practices, Change Management, Custom Development, Salesforce Administration, Tips & Tricks by Andy Yang

Article #2 in series on Technical Debt. Good Practices Make Good Systems Not surprisingly, it takes work to manage Technical Debt, and there are multiple approaches, none of which apply to all situations.  Every Salesforce customer has different business requirements, different skill levels, different technical systems to support the business, and different levels of Technical Debt already accumulated.  In this …