Resources Archives

Tanya Renne
January 13, 2024
Associations, Domains, Education, Financial Services, Non-Profits, Sales and Service Cloud

20-point Plan to Maximize Your Salesforce Investment

Maximizing the return on investment (ROI) in Salesforce involves strategic planning, effective implementation, and ongoing optimization. Here are 20 ways organizations can get more out of their investment in Salesforce: Do you have Crystal Clear Objectives? Clearly define business objectives and align them with Salesforce capabilities to ensure that...

Tanya Renne
January 13, 2024
Associations, Non-Profits, Sales and Service Cloud

10-point Plan to Enhance Member Engagement

It is crucial to enhance member engagement for the success and sustainability of any organization, be it a community group, association, or business. Understand Member Needs You think you know, but do you? Conduct surveys, interviews, or focus groups to understand the unique needs and preferences of your members....

Tanya Renne
January 13, 2024
Associations, Education, Field Service Cloud, Financial Services, Non-Profits, Sales and Service Cloud

10-point Checklist to Support Adoption of a New System

Clearly Define Objectives: Example 1: Clearly communicate that the new [system/process] aims to streamline communication, improve customer interactions, and increase sales efficiency… Example 2: Outline specific objectives for a new [system/process]. Emphasize its role in enhancing collaboration, tracking project progress, and reducing time spent on administrative tasks… User-Friendly Interface:...

Tanya Renne
January 8, 2024
Associations, Implementation, Managed Services, Recruiting and Placement, Sales and Service Cloud

Salesforce Customization: Your Association, Your Rules!

Don’t let your CRM hold you back – use Salesforce customization features to dance to your association’s unique beat. It’s like tailoring a suit, but for your data. Be the Boss: With Salesforce customization, you’re the boss of your CRM. Mold it to match your association’s needs, processes, and...

Tanya Renne
December 28, 2023
Associations, Data, Managed Services, Sales and Service Cloud

Salesforce’s Opportunity Management

Salesforce’s Opportunity Management: Your Revenue-Boosting Dynamo! It’s time to unveil another gem from the Salesforce treasure chest – Opportunity Management. Think of it as your trusty sidekick for tracking membership renewals, event registrations, and all things revenue-related. Revenue Revolution: With Opportunity Management, you’re not just tracking numbers; you’re orchestrating...

Tanya Renne
December 28, 2023
Associations, Financial Services, Sales and Service Cloud, Service Offerings

What is Salesforce Marketing Cloud?

Salesforce Marketing Cloud is a cloud-based platform that provides tools and services for managing and automating marketing activities and campaigns. It is a part of the larger Salesforce Customer Success Platform and offers a range of features to help businesses engage with their customers, personalize marketing messages, and analyze...

Tanya Renne
December 21, 2023
Associations, Data, Implementation, Recruiting and Placement, Sales and Service Cloud

How Tech Selection is Like Dating

Drawing parallels between tech selection and dating can offer a lighthearted and relatable perspective on the process of choosing technology solutions. Here are some amusing and insightful comparisons: Remember, while the comparison between tech selection and dating can be amusing, the decisions involved in both processes are substantial and...

Tanya Renne
December 14, 2023
Financial Services, Recruiting and Placement, Resources, Sales and Service Cloud

What to Look For: Senior Salesforce Developer

Hiring a senior Salesforce engineer is a critical decision, as they play a crucial role in developing, maintaining, and optimizing Salesforce solutions for an organization. Here are vital considerations to keep in mind when looking for a senior Salesforce engineer: By considering these factors, you can identify a senior...

Tanya Renne
December 7, 2023
Associations, Financial Services, Implementation, Recruiting and Placement, Resources, Sales and Service Cloud

What to Look For: Solution Architect

Selecting a Salesforce Solution Architect is critical for any organization looking to implement or optimize Salesforce solutions. A Solution Architect plays a pivotal role in designing scalable, efficient, and sustainable Salesforce solutions. Here are vital considerations when looking for a Salesforce Solution Architect: By carefully evaluating candidates based on...

Tanya Renne
December 1, 2023
Associations, Data, Experience Cloud, Implementation, Managed Services, Non-Profits, Sales and Service Cloud

5 Ways to Guarantee A Successful Technology Project

To increase the chances of a successful technology project, consider implementing the following five strategies: Clearly Define Project Goals and Objectives Establish clear and measurable goals for your successful technology project. Define what you want to achieve, whether it’s improving efficiency, enhancing customer experience, increasing revenue, or streamlining processes....