If you’re lucky enough to have in-house developers who solve problems through code, it’s important to establish an effective environment for them to work in. Without one, your talented developers will be forced to spend valuable time completing tedious tasks rather...
Read moreName Your Sacred Cows for CRM Implementation Success
Before You Can Make Change, You Must Know the Things You Cannot Change Let’s take a quick detour from Salesforce and focus on a particular dimension of Legacy 2.0 that I call, “Naming Your Sacred Cows.” With the idea that Salesforce can be an asset to avoiding Legacy...
Read moreImplementing Salesforce? Make Innovation a Success Metric.
Everybody loves Salesforce—at least that’s the way it feels. Salesforce and its reliable nonprofit fundraising derivates offer tremendous customization, mobile-readiness, and automation capabilities, just to name a few of its best-known, distinguishing features. In my...
Read moreCould Salesforce be the Answer to Legacy 2.0?
One of the most common risks in an enterprise CRM system implementation is “Legacy System 2.0,” or “Legacy 2.0” for short. This is such an important topic that I’ve been writing about it for years. Legacy 2.0 is a term I coined to describe the almost universal...
Read moreBoredom and the Art and Science of Implementation
We want to make your life boring. Why would we do that to you? Nobody really likes to be bored. We like to be engaged, entertained, so absorbed that we’re blissfully unaware of the passage of time. But sometimes a little bit of boredom can be a victory. In fact, I...
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