Microsoft Gold Cloud CRM and Gold Cloud Platform Partner

Deploy in Four: Picking a Place to Start

Now I get to return to the theme of this blog series, “Deploy in Four.” What do I mean by this? Four days, four weeks, four months. Days: meetings twice a week allow you to share something new and show progress roughly every four days. This stokes the fire and fosters...

Deploy in Four: Licenses and Design

Salesforce licensing is complex and confusing. From my experience the majority of clients are using the platform for – well, sales. It wouldn’t make much sense to deny your sales representatives all of the phenomenal sales force automation features, and access to...

Deploy in Four: Cleaning House

Let’s face it: The Non-Profit Starter Pack is amazing. Just the Households feature alone makes it indispensable. In fact, I was so enamored with it that I started showing it off during one of our first sessions – and quickly overwhelmed and panicked my audience. My...

Deploy in Four: Launching an Organization

It’s not possible to give a step-by-step detailed approach to setting up an organization. Frankly, it would be boring! My intent is to slip in a few things that will get you started faster and make everyone’s lives a bit easier. Select the “Admin” Creating the...