Orchid Connect

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...

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:...

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...

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...

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...