For Administrators

  • October 30, 2018

    How to Track First Response Time on Salesforce Leads

    One of the many challenges many sales and marketing teams face using Salesforce effectively is to be able to easily track how fast leads are being responded to by their sales teams. Salesforce, unfortunately, does not provide the easiest way out of the box to track how fast your sales teams are logging the first call or email to the prospect.

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  • March 6, 2018

    Talking SaaS Benchmarking with Lauren Kelley (CEO, OPEXEngine)

    Welcome to OpFocus' Thought Leaders blog series, where we bring you insights from movers and shakers in the "as a Service" space to help you up your personal game, think about the next big idea for your department, and find actionable ways to outperform expectations in your company. Today we are talking about SaaS Benchmarking. If you're wonde

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  • Getting the Most from your SaaS Investments Shane Cough_OpFocus
    May 26, 2016

    Getting the Most from your SaaS Investments

    So, the war between on-premise and cloud solutions is over and SaaS has won. Of course, right? Those last holdout “on-prem” CIOs are now in the very small minority, and you can almost picture them standing on the last server barely floating on a rough sea---holding the last ERP system upgrade on CD in their left hand, and a fist full of ne

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  • March 5, 2015

    9 Tools in Salesforce to Help You Understand Your System

    At OpFocus we're often looking under the hood of Salesforce instances, and over time have developed a set of places within each system to look at to understand how things are set up and what is in use.  These tools might be used by a new admin or executive sponsor, looking at an inherited system for the first time, or by a long time admin tr

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  • September 19, 2014

    Have you started planning for 2015?

    Budgeting season is here and you may find yourself pondering what are your budget needs for 2015?. Even if you can keep last years budget, what are you going to do differently this year? How can you take your Salesforce.com, Marketo or Pardot to the next level? How are you contributing to company profitability? What will make your department t

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  • Identifying Your Salesforce.com System Administrators
    August 21, 2014

    Identifying Your Salesforce.com System Administrators

    In many of my project engagements, especially when Salesforce.com is being implemented for the first time, project stakeholders often ask me two questions: 1) How many system administrators should we have? 2) Who would be a good system administrator? While there is no set formula to answer either of these questions, there are definite

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  • February 11, 2014

    Integrating with Salesforce: 5 Questions to Consider & Ask Your Consultant Before Getting Started

    The more engagements I work on, the more it seems that integrating Salesforce with other systems is becoming a bigger topic. At the very least, the word "integration" is one of the most popular terms to be used in conversation--whether or not the definition and implications are understood is another question. Needless to say, integrations, whe

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  • Integrate systems with salesforce

    Integrating with Salesforce: 5 Questions to Consider & Ask Your Consultant Before Getting Started

    The more engagements I work on, the more it seems that integrating Salesforce with other systems is becoming a bigger topic. At the very least, the word "integration" is one of the most popular terms to be used in conversation--whether or not the definition and implications are understood is another question. Needless to say, integrations, whe

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  • Stay Ahead w Technology
    January 30, 2014

    How do Companies Stay Ahead with Technology?

    What do you generally do to maintain your car and keep it running in good shape? Many of us take it to a mechanic to have it serviced, change the oil, winterized, and more. Some of you perhaps would like to do it yourself, but cars are getting more and more complicated with computers -- you may not have all the tools or the know-how. On top of

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  • salesforce over sugar crm
    December 31, 2013

    5 Reasons to Invest in Salesforce.com Over SugarCRM

    Ten years ago Oracle dominated the Customer Relationship Management market. With its innovative design and functionality, no other tool could compete. Over the years, however, numerous CRM programs have emerged, some with comparable strength and functionality, others with worse. Few CRM applications successfully distinguished themselves from O

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