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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 …

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How is Your Business Responding to COVID-19?

In Best Practices, Events by Andy YangLeave a Comment

The COVID-19 pandemic has affected just about every business globally but in dramatically different ways.  Many of our B2C customers have obviously felt the effects of this uncertainty as well.  How businesses have reacted has been varied. Predictably, some customers have temporarily paused operations to address urgent priorities.  Others have continued  “business as usual” as much as possible, noting that …

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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 …

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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 …

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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.