The Unsexy Side of Fintech

The Unsexy Side of Fintech

Fintech usually has a sexy connotation associated with it, so last week when I was in New York speaking at Bank Director’s FinXTech conference, I enjoyed the irony of being on a panel to discuss “The Unsexy Side of Fintech.” The conference primarily focused on discussing the impact of Fintech on the Financial Services industry, the current state of innovation, and what’s...

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What Does A Successful Salesforce Go Live Look Like?

What Does A Successful Salesforce Go Live Look Like?

After recently guiding a client through going live on Salesforce, I wanted to share a few tips in this third and final installation on my blog series for successful Salesforce adoption (click here for the first post and here for the second). I worked with my colleague, Matthew Savage, on capturing these bits of wisdom based on our recent work together for a financial company, as well as a...

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Post Go Live Tips for Salesforce to Help Your Team Embrace Change

Post Go Live Tips for Salesforce to Help Your Team Embrace Change

In my last blog on managing change related to Salesforce, I discussed the need for organizational change management skills to support the successful adoption of Salesforce. I recently had the opportunity to work with one of our leaders in Customer Experience who focuses on Salesforce and implementing CRM technology. Together, Mallory Loe and I worked with a client that was implementing...

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5 Reasons to be Excited for the Salesforce Spring ’17 Release

5 Reasons to be Excited for the Salesforce Spring ’17 Release

Salesforce does a great job responding to their user’s feedback and needs and have incorporated a number of those user requests. The Spring ’17 Release is no different, in fact they may be setting the bar even higher! From enhancing the customer service experience to having Artificial Intelligence predict the value of an opportunity – Salesforce is making it easier for users to get the most of...

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Top 10 Google Chrome Extensions for Salesforce Admins (Part 1 of 2)

Top 10 Google Chrome Extensions for Salesforce Admins (Part 1 of 2)

Google Chrome extensions provide powerful enhancements embedded directly into your Google Chrome browser. These extensions can be installed to your browser for free and with a click of a button. If you are a Salesforce Admin the following Chrome extensions are my must-have picks for quick navigation and enhanced functionality across the platform, which will allow you to spend less time...

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Key Takeaways from Dreamforce ’16

Key Takeaways from Dreamforce ’16

The dust has just settled on Dreamforce ’16 (DF16). Once again it was the perfect combination of business summit, tech convention, and rock concert that we’ve all come to expect. Whether you were able to attend this year or not, here are some of the observations that I took from a very packed agenda… AI is here.…

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Dreamforce 2016: An Uncommon Blend of Events Exemplifies Leadership

Dreamforce 2016: An Uncommon Blend of Events Exemplifies Leadership

Last Friday concluded Salesforce.com’s technical extravaganza, Dreamforce.  Dreamforce is held annually in San Francisco, and in addition to endless technical sessions, business hook ups and opportunities for networking, the event includes numerous musical guests.  This year Dreamforce attendees were lucky enough to enjoy access to a full blown, no holds barred, outdoor concert by the...

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Keeping consistent customer experience through operational excellence

Keeping consistent customer experience through operational excellence

Many organizations are making significant investments in Customer Experience and Voice of the Customer programs.  This makes a lot of sense, given the number of options consumers have for most products and services.  However, as much as some customers might be willing to chase a lower price or different feature set, most customers value a consistent experience. …

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