by Michael Philbrick | Jun 30, 2016 | Blog
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…
by Michael Philbrick | Jun 27, 2016 | Blog
With all of its capabilities, Salesforce of course has limitations. Well, let me rephrase that: perceived limitations based on previous experience. Keep in mind that most organizations rely on traditional software that is not hosted in a browser. Having spent many…
by Michael Philbrick | Jun 20, 2016 | Blog
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…
by Michael Philbrick | Jun 16, 2016 | Blog
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…
by Michael Philbrick | Jun 13, 2016 | Blog
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…