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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 …

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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 …

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Feature Spotlight: myTrailhead In-App Walkthroughs

In Custom Development, Salesforce Administration, Trailhead by MondayCall AdminLeave a Comment

As part of the Summer ‘20 Release, Salesforce has announced the addition of In-App Walkthroughs to myTrailhead, as part of a broader initiative to make learning Salesforce skills easily accessible anytime, and anywhere. Now, organizations that rely on customized Lightning org configurations can set up click-through “learning tours” to drastically cut down on onboarding and training times for new users. …

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MondayCall chooses Vonage as its Preferred Contact Center Partner

In MondayCall News by MondayCall AdminLeave a Comment

   MondayCall Chooses Vonage as its Preferred Contact Center Partner Vonage Contact Center coupled with MondayCall’s consulting and implementation expertise to drive enhanced agent and customer experiences. HOLMDEL, N.J., Aug. 20, 2020 /PRNewswire/ — Vonage (Nasdaq: VG), a global leader in cloud communications helping businesses accelerate their digital transformation, announced that Salesforce consulting partner MondayCall has chosen Vonage as its preferred partner for …

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Feature Spotlight: Service Cloud Gets an IQ Upgrade with Einstein

In Community Cloud by Andy YangLeave a Comment

Salesforce Einstein has been bringing increasing value throughout the Salesforce Platform and in the Summer ‘20 Release they really brought it home in Service Cloud. We are excited about these enhancements and are already discussing with our customers as these new Einstein capabilities automatically provide data-centered intelligence to your customer success processes.  Deriving value from the data you already have …

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Feature Spotlight: Partner Relationship Management-Account Hierarchy Enhancements

In Community Cloud by MondayCall AdminLeave a Comment

Be able to model Partner Hierarchies such as Partners by Country, Region, Product line, and more. As part of the Summer ‘20 Release, Salesforce has introduced new enhancements to the Account Hierarchy in Salesforce Communities, allowing businesses with less than straightforward partnership structures to organize them in much more logical ways. If your company sells and services customers through potentially …

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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 …

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Feature Spotlight: Summer ’20 – Surveys

In Analytics Cloud / Einstein, Best Practices, Custom Development by MondayCall AdminLeave a Comment

What do your customers think?  It’s incredibly important to get the pulse of the customer but how can you do this at scale?  Surveying customers has always been a straightforward, and important part of objectively evaluating customer sentiment.  Customers often view surveys as a great way to provide feedback to the vendor – it’s almost expected (and welcomed) to be …

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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 …