We got an exciting request from one of our customers—they wanted to show the Gross Profit on a Salesforce Opportunity based on their online accounting data. What made this exciting is that the online account package doesn't offer traditional Job Costing, so the solution had to exceed the existing capabilities. The customer's goal was to put Purchase Orders and Bills [...]
The project sponsor makes sure that the project is aligned with the strategic goals of the organisation. The sponsor shapes and approves the project brief which sets the direction for the project, defining what should be accomplished, how much risk the organisation is willing to tolerate, and what limitation will be placed on the project (deadline, staff effort limit, spending [...]
Some sales people have a natural adversity to using and benefiting from their CRM system. We have many requests to train sales teams so that they will fully adopt their CRM system. We discuss the reasons for poor sales adoption, the benefits that a good CRM system can deliver to Sales and outline a training programme to get Sales to [...]