Category Archives: Orange County

Salesforce CRM Data Clean-up

Having a lot of data is nice, having usable data is far better. We will need to look over the data in detail to make sure we are not importing data we don’t need or want. It is surprising in … Continue reading

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Salesperson Exits… Dude where’s my Contacts?

Early in my sales career I took over a territory that had been vacant for a few months. Not long after I started, I asked for a Account & Contact List and got a blank stare. As I later found … Continue reading

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CRM Implementation, Where’s the Data?

It’s kind of funny that when it comes to getting really started with planning the CRM Implementation “The Data” becomes a big issue. How so? Well sometimes there is so much we don’t know where to start on how to … Continue reading

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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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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

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