Tag: 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 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…