A hot topic for many of my clients at the moment is the Preference Centre. If you haven’t heard this term before it is where a contact is given th(more…)
For over three years now, I’ve been sending out emails and newsletters. About one per month – gradually increasing the reach and database of users(more…)
Warning: this is my one annual chest-beating blog. Something’s been brewing in me, and I want to share.
We’re pretty darned good at what we do @(more…)
One of the commonest gotchas of multiple systems management is how to manage imports of data. This is commonplace whether you use Salesforce or M(more…)
There’s plenty of blogs about how to make your data better. This one is slightly different, I hope!
Firstly, databases *are* dirty. Let’s embrac(more…)
Last week I blogged about a client who was running low on storage space in Salesforce.
We needed to take some action to free up space. So we del(more…)
A little known fact about Salesforce is that there ARE limitations on the amount of data storage you’re allowed. Different editions of SFDC have d(more…)
For those who have worked in the sales and marketing fields for some time will be very aware of the disconnect between Sales Teams and Marketing T(more…)
So – Salesforce has announced it’s re-skinning itself.
Hurrah ! I say. About time too. The present User Interface is a little tired, methinks.(more…)
There’s been several times in the last year where we have received panicky phone calls from customers who have accidentally deleted records in SFD(more…)
We’ve all been there: you’ve planned the campaign, you’ve built the assets, and you’ve prepped the program and chosen the campaign members. You’v(more…)
When you’ve got a big database of LEADs in the system and you want a easy to execute, not too scientific way of transferring LEADs to another ow(more…)