Category: crm

  • Dreamforce + The Michael J. Fox Foundation

    Over the past year, I helped The Michael J. Fox Foundation move core business operation and data systems from a legacy CRM to a modern CRM architecture. It was quite an experience, not unlike rebuilding an airplane in mid-flight, but ultimately the transition went smoothly with minimal impact on business operations despite the complexity of…

  • Choosing the Right Salesforce Partner

    It’s been a busy year. I started 2015 off with an RFP and search for a new Salesforce partner. I transitioned the new partner into our organization and business processes in the Spring, and since then I’ve been working on improving every aspect of our CRM. Today, I’m sharing a few thoughts on choosing the…

  • Choosing a Manageable CRM and Email Marketing System

    About two months ago I launched a customer relationship management (CRM) and email marketing system for an organization. The implementation utilizes Salesforce CRM, ExactTarget’s email marketing platform, and Demand Tools for data cleansing and maintenance. For the most part, I’m very happy with the way everything turned out, but this type of project is not for the faint…