Key Considerations for Veeva Vault Implementation

Key Considerations for Veeva Vault Implementation

One of our clients, a major biopharmaceutical company, struggled to distribute content across more than fifty countries and thousands of people around the globe. They were using 18 disparate content management systems – each with its own processes. As they looked to digitize the back office to create efficiency and standardization globally, they selected a new, consolidated platform in Veeva...

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Building a Bridge to Today’s Utility Customers

Building a Bridge to Today’s Utility Customers

Yesterday’s ratepayers are today’s power consumers – a reality that has plenty of utility execs reaching for the antacid. Ratepayers were mostly passive purchasers of electricity. Consumers have a long list of demands that includes energy efficiency, electric vehicle charging, renewable energy, and dynamic pricing. Some of them are even becoming mini-utilities themselves, mounting solar arrays...

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3 Enablers to Water Utility Customer Centricity

3 Enablers to Water Utility Customer Centricity

Over the past few years, water utilities have begun to embrace the importance of a unified customer experience strategy – one that involves technological transformation, employee engagement, and process improvements. This customer-centric paradigm shift is primarily driven by changes to regulators focus on customer satisfaction, heightened increase to conservation, and the digital effect to...

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The State of CRM in Banking – Where We Are and Where We’re Going, Part 1

The State of CRM in Banking – Where We Are and Where We’re Going, Part 1

Last fall, I attended Dreamforce with a mission to review the state of CRM in Banking, and thus, immersed myself into all things Financial Services throughout the week. What I found was similar to what we wrote about last year and in 2016. Banks are still addressing the same overall types of challenges: building modern platforms to use the data in their legacy systems and building a culture of...

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Current Salesforce Mobile App Limitations and Potential Workarounds

Current Salesforce Mobile App Limitations and Potential Workarounds

As the digital marketplace landscape grows, a reliance on the mobile application is becoming an increasing trend with Salesforce implementations. We recently partnered with a client who was implementing Salesforce globally and relied on the mobile application as the primary source of daily access. Through this project, we uncovered a few unique differences in the mobile app compared to...

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Are You Prepared for the Utility of the Future?

Are You Prepared for the Utility of the Future?

The magnitude of opportunity and change facing utility executives is both exciting and overwhelming. With many facets of the business shifting all at once, it is difficult to balance successfully running today’s utility while transforming into a more efficient, more secure, customer-centric and safer organization. Through our observation of many utility environments, we believe that focusing...

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Why Every Salesforce Admin Should Use an IDE

Why Every Salesforce Admin Should Use an IDE

In an effort to become a more powerful Salesforce administrator, I’ve recently been knocking on the door of the developer world. You don’t need to master Apex to take advantage of developer tools. My favorite trick has been using an Integrated Development Environment (IDE) to speed up manual tasks, such as creating thousands of fields in minutes. …

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Lightning Test Execution – Lightning Component Testing with Jasmine JS

Lightning Test Execution – Lightning Component Testing with Jasmine JS

Santosh Kumar Sriram, an experienced consultant based in our San Francisco office, recently spoke at the Salesforce Developers Group meeting on Lightning component testing. Salesforce does not yet have a standard testing framework for Lightning components in GA, so Santosh came up with his own testing framework using Jasmine JS, which he calls “Lightning Test Execution.” In this...

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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. 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 number of other successful implementations.…

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