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Roadmapping Revisited – An Essential Exercise

In Best Practices, Change Management, Salesforce Administration by Andy Yang

Salesforce is not just a CRM app but is one of the most powerful software platforms available anywhere. One of the great things about SaaS solutions like Salesforce is the ability not only to get up and running quickly, but to “continuously grow” by utilizing more and more of the capabilities as you need them. Roadmapping your business goals with technology assets and people resources can help you achieved the desired outcome, while maximizing the power of your Salesforce system.

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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 …

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#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 …

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#1 – Technical Debt in the Salesforce World

In Best Practices, Change Management, Custom Development, Salesforce Administration, Tips & Tricks by Jim Lambert

Article #1 in series on Technical Debt. Technical Debt or Tech Debt. A pay me now or pay me (a lot) later situation that the mere mention of can send shivers down the spine of IT leaders. While not limited to any one system or technology, it is very real with Salesforce customers who are working in rapidly growing and …

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CPQ – Delivering Next-Generation Sales, And More

In Best Practices, CPQ by MondayCall Admin

Salesforce CPQ takes your sales capability to an entirely new level. A powerful add-on to Salesforce Sales Cloud, Salesforce CPQ enables you to provide automated product configuration, pricing, and quoting, and extend that functionality from traditional sales team environments to partner and resell relationships, and even online with self-serve buyers. CPQ, when combined with Sales Cloud, supercharges your sales process …

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Roadmapping – Aligning goals and outcomes with optimal investment

In Best Practices, Change Management, Salesforce Administration by MondayCall Admin

Salesforce is not just a CRM app but is one of the most powerful software platforms available anywhere. One of the great things about SaaS solutions like Salesforce is the ability not only to get up and running quickly, but to “continuously grow” by utilizing more and more of the capabilities as you need them. Roadmapping your business goals with technology assets and people resources can help you achieved the desired outcome, while maximizing the power of your Salesforce system.

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The Lightning Experience – A Missed Opportunity?

In Change Management, Data Migration / Integration, Lightning by MondayCall Admin

The Salesforce Lightning Experience is a newly re-imagined platform and UI that is designed to boost productivity, optimize operations, and increase efficiency and adoption. For many current customers on Salesforce Classic, it’s a complete UI revamp, but it also includes powerful capabilities to build next generation apps. Salesforce rolled out Lightning over several releases and has been encouraging customers to migrate to Lightning..

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MondayCall Hosts Salesforce CPQ Innovation Summit with Customer Kymeta Corporation

In Best Practices, CPQ, Events, MondayCall News, Tips & Tricks by MondayCall Admin

In case you missed it… On November 14th, MondayCall hosted customer Kymeta Corporation for a CPQ Innovation Summit! Summit attendees had the chance to learn, connect, and exchange ideas from leading Salesforce CPQ customers, practitioners, and product staff, including: Salesforce CPQ customer Kymeta, a leading manufacturer of flat panel satellites, spoke on their business obstacles and lessons learned from their recent …

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MondayCall + Salesforce host free CPQ info event in Irvine!

In Best Practices, CPQ, Events, Lightning, MondayCall News, Salesforce Administration, Tips & Tricks by MondayCall Admin

Join MondayCall + Salesforce for a FREE CPQ event on Nov 14th at the Salesforce Irvine Office. Don’t miss this unique opportunity to learn, connect, and exchange ideas with similar businesses looking to grow and streamline their processes with Salesforce CPQ. At this event, you will hear directly from a Salesforce customer about their recent Salesforce CPQ implementation & Lightning …

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Brendan Conroy hosts Salesforce Fundamentals Trailhead Bootcamp course!

In Sales Cloud by MondayCall Admin

MondayCall’s Brendan Conroy once again hosts a Student Community Salesforce Fundamentals course. This free event is offered to active students, early career job seekers or faculty with a university or workforce development program. This free Salesforce Fundamentals for Business Administrators course prepares you for the Business Admin Specialist Superbadge, a surefire way to set out on your Salesforce customer success platform journey! If you are …