Tag Archives: Salesforce CRM

The FIRST of SIX Steps to CRM Implementation Success

Creating a High-Level Vision From Wikipeadia 1.Organizations summarize their goals and objectives in mission and vision statements. Both of these serve different purposes for a company but are often confused with each other. While a mission statement describes what a company wants to do now, a vision statement outlines … Continue reading

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Lead Scoring & Grading

I volunteered to do a presentation on Lead Scoring and Grading. It is amazing how little hard data is out there. It’s a lot of by guess and by golly. To start yes you need to make some educated guesses. … Continue reading

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Salesforce – Transformational CRM Event, Hosted by Cloud Sherpas 4/17/14

Pelican Hill Resort, Newport Coast, Orange County, CA There was a great line up of speakers, Peter Coffee, Dr, Jim Lacey and Sr. Director Fred Orensky. Featured Speakers: Peter Coffee – VP for Strategic Research at salesforce.com Dr. Jim Lacey, … Continue reading

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