Tag Archives: Salesforce

Cyber Security – LinkedIn

Dodged being hacked by a LinkedIn message…. a contact of mine wasn’t so lucky. Continue reading

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Cyber Security Part 3, UC SF pays $1.14 Mill Ransom

Cyber Thief’s are not just extorting money out of the Big Dogs anymore they have worked their way down the food chain even hitting individuals for ransom. How do they do it? They have automated tools that look for vulnerabilities, … Continue reading

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OC Trailblazer Event with Peter Coffee

2/10/2020 Vizio kindly hosted our packed event “A Night with Salesforce’s Peter Coffee”. Peter started the night going over the changing demographic of our society. The fastest growing group is the over 60 yrs olds. Our population segments used to … Continue reading

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Counting the Cost – ROI on CRM

How do you define the ROI of your CRM system….? Learn how. 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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The FOURTH Step to CRM Implementation Success Identify the Metrics

In our previous step we selected SMART goals (by George T. Doran) now we continue that process to get to specifics: Specific– target a specific area for improvement. Measurable– quantify or at least suggest an indicator of progress. Assignable– specify who … Continue reading

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The THIRD Step Define Your Goals & Objectives

Define Your Business Goals & Objectives for Your Salesforce Implementation Our Vision that we developed in Step One must guide the team in developing our Objectives. Unlike our lofty Vision, our Objectives are much more specific and measurable. In step … Continue reading

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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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57% Plan to Fail in 2019

According to a recent survey 57% of Sales People Do Not expect to make their goal in 2019…..! Continue reading

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Dawn Jan 1, 2019 – What Are Your Goals ?

Well it is approaching that time of year for “New Years Resolutions” Don’t instead set Goals. My first inspiration came a long time ago while listening to a cassette tape by Sales Trainer Brian Tracy. He said that those who … Continue reading

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