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Stories by David Taber

How to plan a CRM project that's guaranteed to fail

We all want our CRM projects to succeed, and one way of making a winner is avoiding the characteristics of failed projects. Think of this article as a recipe for disaster and follow none of the advice herein.

Written by David Taber05 Oct. 17 21:24

Deduping in Salesforce: The complete how-to

Don’t be duped by Salesforce.com duplicate records. Deduping seems like one of those routine system maintenance issues, but it’s actually very tricky and there's no undo.

Written by David Taber31 Aug. 17 20:00

Salesforce certification: When certs matter, when they don't & what to look for

Everyone knows that tech certifications are mainly a resume builder for employees and contractors, right? But Salesforce certification programs in particular — and CRM certifications in general — are a little different. Here's a guide to what you should know about Salesforce certifications for your staff, your consultants, and your project.

Written by David Taber02 Aug. 17 22:38

25 questions for screening a Salesforce Sales Cloud consultant

Some parts of vendor evaluation never change, but doing a deeper screening for your Salesforce Sales Cloud system in particular, and cloud-based sales CRM in general, is critical. These questions will set you (and your consultant) up for success.

Written by David Taber31 July 17 19:56

20 questions for screening a Salesforce Service Cloud consultant

Some parts of vendor evaluation never change, but doing a deeper screening for your Salesforce Service Cloud system in particular, and cloud-based service CRM in general, is critical. These questions will set you (and your consultant) up for success.

Written by David Taber31 July 17 19:53

20 questions for screening a Salesforce Marketing Cloud consultant

The biggest issue with Salesforce Marketing Cloud projects in particular, and cloud-based marketing CRM in general, is matching the soaring goals and promises to the actuality of staff and funding. These questions will help you find a Salesforce consultant with the level of experience you need.

Written by David Taber31 July 17 19:49

15 questions for screening a Salesforce Platform Cloud consultant

Salesforce Platform Cloud projects in particular, and CRM platform projects in general, have a wide range of requirements and practices, so you are going to need to think about “drill down” questions to ask potential consultants to determine if they're a fit for your particular situation.

Written by David Taber31 July 17 19:48

Working with a Salesforce consultant: Understanding the process

Before you sign a contract with a Salesforce.com consultant, or any cloud CRM consultant, you need to understand how the project is going to be run. This comprehensive list of questions will help you determine if the consultant you're looking to hire is a fit for your particular situation.

Written by David Taber31 July 17 19:41

How to choose the best Salesforce consultant: 25 key questions

When vetting vendors, references are essential. But with Salesforce consultants, and cloud consultants in general, a deeper screening will ensure you hire the best for your project. These 25 questions will help.

Written by David Taber25 July 17 20:00

6 things to look for in a cloud consultant

How do you separate quality cloud consultants from the clowns? If you don't have a screening checklist in place — and let's face it, you probably don't — this short list of behaviors and policies is a good place to start.

Written by David Taber25 April 17 22:47

A tale of two user experiences

The perception of software quality will be forged in the first 90 seconds. Don’t let your users experience what I had to go through.

Written by David Taber01 March 17 01:37

Anatomy of a cloud project cost overrun

A handful of areas in cloud integration projects produce cost ‘surprises’ with alarming regularity. Recognizing the pattern is the first step in solving the problem.

Written by David Taber07 Feb. 17 02:13

13 tips for managing the data in Salesforce.com

When family is visiting for the holidays, you need to have a credible ‘urgent project’ to keep you in blissful solitude. Here’s what I did over my Christmas vacation.

Written by David Taber12 Jan. 17 01:33

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