Posts Tagged ‘best practices’

Generally colocation is perceived that having your Salesforce consultant team onsite will result in a higher quality set of deliverables or go to production faster. Project sponsors and leads can validate work in real time, and gain confidence that the project is moving forward in the direction that they envision. But is that really true? […]

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  When deciding to rollout Salesforce, you probably went through the typical business case or business planning process.  This included looking at factors like the political, economic, financial and social ramifications of the move to a cloud platform with incredible capabilities to transform your business.  That said, when you’ve reached the final rollout, how closely […]

  While implementing Salesforce at a large cross-section of clients in different industries, we often get the common question of what our “best practice” is and what our “best approach” is to address a company’s unique situation.  So, why is it that every time a client says, “We want best practice for X solution”, we often […]

I’m at the Argyle Executive CMO Forum in Atlanta. They focus on best practices in B2B marketing and have some great topics and content. This session focused on strategic marketing and cultural change. Jones Lang LaSalle speakers had some great success thinking strategically: Who Ray Bouley, Executive Vice President of Marketing and Communications was interviewed about […]

I’m at the Argyle Executive CMO Forum in Atlanta. They focus on best practices in B2B marketing and have some great topics and content. This session focused on strategic marketing and cultural change. Jones Lang LaSalle speakers had some great success thinking strategically: Who Ray Bouley, Executive Vice President of Marketing and Communications was interviewed about […]

Leo Tolstoy‘s book Anna Karenina, begins: Happy families are all alike; every unhappy family is unhappy in its own way. I believe that is also true with RFPs. One of my responsibilities within the Strategic Advisory Team is to respond to RFPs. I am a contributor and in some cases coordinate the responses. When coordinating, I need […]

How do B2C companies like FedEx, Walgreens and Yahoo deliver personalized customer service in a connected and high volume world? Brian Calderwood (Walgreens), Celeste Davis (FedEx TechConnect), and Anar Shah (Yahoo) told us how: FedEx TechConnect Quote – “I will make every FedEx experience outstanding.” FedEx deployed Service Cloud roughly 9 months ago as part […]

Back by popular demand, Perficient will be partnering with Salesforce to host the 2nd annual IPO Readiness Roundtables Luncheon at Dreamforce 2015.  Preparing for an IPO is no easy feat. That process typically runs parallel with the routine demands of building and managing a high-growth business. This exclusive event is designed for IT and operations folks at […]

Dreamforce is just 21 days away and we’re excited to return to San Francisco to make it a great success for our customers and the Salesforce community – so get ready to be inspired! Head over to our Dreamforce page to learn how you can connect with us, access exclusive Dreamforce content, attend one of our sessions, and most […]

The Community Builder is the future of Salesforce Communities and Salesforce is heavily investing in making it extremely user-friendly, easy-to-implement and fully extensible. If you are considering putting in a pubic knowledge base or self-service community, I urge you to look strongly at the Community Builder templates as the tool to go with for those […]

Last week while vacationing with my family at the beach, I came face-to-face with one of the most effective Change Management principles – people will follow the “right” people. You see, I don’t like crowds – whether it is in an airport, out at a park, or walking down a busy city street. I just […]