Category Archives: Salesforce CRM

Cyber Security for Cloud Based CRM

Recently I heard about two companies who got Hacked (one a Multi Billion dollar Corp, the other about $150 Million). Neither one has gone public so I am keeping this on the low down. One got hacked due to a … Continue reading

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$14 Mill Profit from CRM Implementation

Its often the case that when you start digging around that un-expected benefits show up.  Sometimes a lot of success &  very profitable business can allow us to overlook money lying on the floor. This is the story of one … Continue reading

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The New Calf Consumer Data Privacy Act CCPA casts a broad net don’t get caught..!

The Irvine Chamber of Commerce hosted a lunch event on the New Calf Data Privacy Act aka CCPA. This Act was forced upon and through the Legislature by the threat of a Ballot Initiative. As a result it is about … Continue reading

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CRM & E-Marketing the Dynamic Duo

Managing your relationships with customers is easier than ever. The only limit is your imagination. The great challenge for marketing is being able to track and attribute sales deals closed won to marketing activities such as: Trade Shows, Ads, News … Continue reading

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Salesforce Dream Force 2019 ReCap

This local Trailblazer event was hosted by and at Roland DGA, Irvine CA. The gathering included the Developers Group, Salesforce Admin Group, and the Marketing Groups. First up was Jim Mitchel Architect from Visio who runs the Dev Group. He … Continue reading

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Dawn 2020 Goals … Whats Your Why ?

Jan 1, 2020 will dawn and how the rest of the year plays out is up to you. Me I start on my annual goals in November for the next year. There are also long term goals that were planned … Continue reading

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My Take Goal Setting The Sandler Way 1

Six Steps to Setting Goals the Sandler Way: Part 1 of 2 “Goal setting is your GPS to Successes” Mike Montague VP Online Training – Sandler Sales Training. Goals are not a pipedream or a taskmaster according to Mike. We … Continue reading

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AI Will Change Sales.. Act NOW!

I was reading an article “How to Sell Successfully in the Fourth Industrial Revolution” (written by Sandler Sales & Evernote) about how AI will change Sales in the future.  The article referred to data from Gartner inc. “Global business value … Continue reading

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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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