Tag Archives: integration

Seven Insights for Salesforce Success

[My post in CIOReview, August 24, 2016]

The purpose of using Salesforce is to sell more products or services to more customers. The insights relied on for this engagement have evolved to become more data driven, but the end game remains the same: increased revenue and customer retention. Success requires a social and adaptable approach: customer discovery, meaningful engagement and interactions, building and nurturing relationships and becoming a trusted advisor. Implementation of Salesforce varies, but beyond deep-pockets and high ambition, here is advice on how to use the platform more effectively.  Read more…

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Two Steps to Ensuring a More Successful Transition to the Cloud

[My post in IT Security Hub, November 17, 2014 and All Things Managed File Transfer, November 17, 2014]

The evaluations are complete and the decision has been made, a move to the cloud is in the best interest of your organization. Transferring workloads to the cloud in order to free up or discard costly on-premise resources for the fast deployment and flexibility of an elastic environment has overwhelming appeal, but now what? Despite the many advantages of a cloud environment there are still pitfalls that need to be navigated in order to ensure a positive engagement and user experience. To that end, I would offer two pieces of advice to colleagues looking to transform their organization from a strictly on-premise environment to a cloud user.   Read more…