West Monroe named in Forrester’s Recent Report “Now Tech: Salesforce Implementation Services, Q2 2019″

West Monroe named in Forrester’s Recent Report “Now Tech: Salesforce Implementation Services, Q2 2019″

Forrester’s recent report discusses how companies can navigate the ever-changing Salesforce product set and get to implementation faster by choosing the right partner based on their specific needs. The report provides insight into vendor size, functionality, geography, and vertical market focus. The right partner can help navigate the complexities of integrations, emerging products, commerce...

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5 Thoughts on Salesforce’s Tableau Acquisition—From a Salesforce Platinum Partner

5 Thoughts on Salesforce’s Tableau Acquisition—From a Salesforce Platinum Partner

Recently, Salesforce announced its acquisition of Tableau Software for a substantial $15.7 billion in all stock. With this purchase, a potentially major shift in the analytics playing field is on the horizon. As a Platinum Partner of Salesforce and a Tableau partner, here are our initial reactions and predictions around the acquisition: Platform-agnostic support of data sources will continue...

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Why a Configure, Price, Quote Solution Can Create Harmony for Sales and Finance Executives

Why a Configure, Price, Quote Solution Can Create Harmony for Sales and Finance Executives

A Configure, Price, Quote (CPQ) implementation discussion held in a sales silo can have a detrimental impact both upstream and downstream, but when discussed in unison can provide high value to both sales and finance. For any sales executive, the universal, albeit simplified, goal is to sell products or services that make the company money, ultimately driving commission for said executive.…

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Creating Opportunities for a College Education: Talking with Jessica Bartnick of Foundation for C.H.O.I.C.E.

Creating Opportunities for a College Education: Talking with Jessica Bartnick of Foundation for C.H.O.I.C.E.

One of the best things about our profession is the opportunity to meet and collaborate with so many talented and interesting people at our clients and in the community. This blog series introduces some of the executives with whom we work and spotlights the ways they are leading and making their mark, both personally and professionally.…

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A 10-step Guide to Handling Even the Most Complex Salesforce Org Merges

A 10-step Guide to Handling Even the Most Complex Salesforce Org Merges

There’s no denying that the last few years have seen a flurry of mergers and acquisitions. With $2.1 trillion spent on acquisitions in 2017 and close to 7,000 completed M&A deals already for 2018, it’s clear that companies are combining, splitting, and re-combining at rates faster than ever before. All that deal-making can be exciting, but once the ink is dry, these newly merged entities...

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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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Salesforce Spring ’18 Has Sprung

Salesforce Spring ’18 Has Sprung

Spring is on its way, which means the Salesforce Spring ’18 release has arrived, and with it, a number of key things we think our customers should be implementing. This was a big release in a lot of ways, and we will highlight a few key areas for each of the main clouds for customers to start thinking about.…

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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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Email: marketing@westmonroepartners.com
222 W. Adams
Chicago, IL 60606
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