Monthly Archives: July 2019

OC B2B eMarketing Group Meeting

eMarketing – OC Pardot User Group July 25, 2019 Great user group session today hosted by Roland DGA in Irvine, CA. It was an interesting mix of people from new users to the more experienced. The newest was just launching … Continue reading

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Why CRM implementations Fail Take 2

Why CRM implementations Fail and what to do about it Take 2 From everything I read and it was a lot, there are several common threats that occur over and over again: No Clear Strategy, Lack of Process Improvement, and … Continue reading

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Top Reasons CRM Implementations FAIL Take 1 of 2

Top Reasons CRM Implementations Continue to Fail & what to do about it Take 1 It was shocking to me when I started researching this article just how bad the situation was. Not only was the failure rate high, between … Continue reading

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Step SIX of SIX Define Your Road-map

The tailwind from a Salesforce Implementation will be felt for years, as the benefits mount. Continue reading

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Step FIVE of SIX – Prioritize Initiatives

“Your either working on your Priorities or Someone else’s”
David Sandler Continue reading

Posted in CRM, Orange County, Phil Sallaway, Salesforce, Salesforce CRM | 1 Comment