Blog

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April 19, 2019

Salesforce Requirements & Discovery – What’s The Process?

The discussions leading up to the decision to implement software can be both grueling and exciting. Now that your organization has committed to pulling...

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April 5, 2019

Race To The Top For Alex’s Lemonade Stand

On March 30th I participated in the 2nd Annual Lemon Climb Houston. The Lemon Climb Houston is an inspirational stair climb where participants...

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March 22, 2019

5 Outstanding Ways To Use Element.cloud To Take Your Documentation To The Next Level

The Documentation Saga - Part II: Take Your Documentation To THE Next Level Using Elements.cloud But first - here are the top 5 confessions...

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March 8, 2019

How To Encourage Analysts To Do More Documentation

  The Documentation Saga: An Introduction To Elements.cloud “Documentation is not about what we do. It is typically what we end up searching for.” It...

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February 8, 2019

Data Migration Challenges (and Solutions)

Is your data complex and cluttered? Most companies have huge volumes of data - Contacts, Leads, Accounts, Opportunities, and data cleanup is a real job...

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January 25, 2019

Salesforce News Component

Disclaimer The Salesforce News Component is a relatively new feature and currently has some limitations. As with most Salesforce features, we can expect for the...

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January 18, 2019

What I Learned From Trailhead And Beyond - Part 3

Trailing through the Clouds - Destination ... DreamForce! Trying to keep up with everything Salesforce through Trailhead andbeyond has been nothing...

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January 11, 2019

Don't Make These Mistakes In Your Salesforce Implementation!

Implementing a CRM can be super easy or highly complex depending on the industry and the way in which the CRM will be used. Regardless,...

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January 4, 2019

Opportunity Management: Maintain Your Focus

It is so easy to become laser focused on what is right in front of us! Falling into that trap could keep you away from...

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December 28, 2018

Software Governance: User Change Management

There are many aspects of change management from a technical standpoint. These usually include things such as having a Change Advisory Board (CAB), anticipating and...

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December 21, 2018

Software Governance: Best Practices

Software Governance is increasingly important as an organization grows and a CRM Matures. We previously covered the Importance of A Governance Team to...

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December 14, 2018

Get To Know Us: More With Geraldine

Geraldine Gray is a 5-time Salesforce MVP and a 6-time Dreamforce expert speaker. She has worked with Salesforce since 2000 and started Endiem in 2012....

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December 7, 2018

Software Governance: The importance of a Governance Team

As your CRM matures, it is important to have a solid Software Governance process in place to align organizational strategies, provide focus, and manage resources...

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November 30, 2018

GDPR Considerations

Hopefully this isn't the first time you have heard of the GDPR (General Data Protection Regulation) as it went into effect May 25, 2018. If...

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November 26, 2018

Get To Know Us: More with Athena

Athena Moseley is another one of our newer team members. In 2007, she became one of the first 500 certified Salesforce.com administrators and has continued working...

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