All Posts By

CRMD Solutions

Let’s Make A Sandwich: A Visual Guide To Application Development Terms.

#1. Project Planning

What kind of sandwich do you want to make? How long will it take?

The first step in every project is also the most important: planning out what it is you’re going to do. Go into the planning process with a clear idea of the business challenge that you are trying to solve. Clearly define your objectives and how you plan on measuring success. From there, you can begin to build your solution.

#2. Architecting / Blueprinting

Drafting the recipe for your sandwich.

Here is where the technical experts come in. They take the objectives and the success criteria you’ve defined in the project planning stage and figure out how it should actually be done. Expect to review any clarifying questions and weigh in on suggestions for making the translation of your requirements into the technology more seamless.

#3. Configuration

Assembling the sandwich in your kitchen

The developers will work with the technical experts to start building out the solution as agreed upon by the team. It’s up to the developer to determine the complexity of your project and provide timeline expectations. Always build in some extra time for unexpected surprises and setbacks.

#4. Code Review

Flipping through the layers of sandwich to confirm the correct ingredients are there

If your project is one that requires custom coding, the code review stage is when a senior developer will review the newly-built code to make sure that it complies with industry standards while meeting the project requirements. It is the first pass of quality assurance testing before we get to the next stage…

#5. Internal Testing

Taste-testing your new sandwich

Before you’re ready to take this to your boss or your co-workers, always make sure to test the solution yourself! Define some realistic scenarios that will allow you to confirm that you’re on the right track with this solution. Try to keep your testing as close to how the final product will be used in real life.

#6. User-Acceptance Testing

Serving samples to your family and friends to see if they like the sandwich too

If your solution will be used by other people, make sure to get them involved in the testing. Have them try out the scenarios they would use and gather their feedback. What worked, what didn’t work? Are there any assumptions you made that will have to be re-evaluated? This is one of the most important stages in ensuring long-term success.

#7. Deployment

Debuting your new sandwich to the world!

Deployment is the stage that takes everything in testing and makes it, well, live. Whether your project is only available to a subset of your co-workers or is public for anyone to see, this is the important final step in wrapping up all those hours of hard work! Put aside some extra time for testing and monitoring after a deployment to make sure things are working as you envisioned..

#8. Training

Teaching a cooking class for your world-famous sandwich

Training is an important element that helps users get the most value out of your solution. Whether you plan to have documentation, a video, or an in-person training seminar, figure out a strategy for rolling out the new change across your users.

Now you’re ready to ahead and take your first step in becoming a sandwich-making, technology project managing expert! 
Hungry to Make a Sandwich with Us?

Contact the Salesforce Doctors at CRMD for all the CRM needs for you and your business.

Chat With A CRM Expert TodayChat With A CRM Expert Today

Formula Fields: A Powerful Way To Control & Display Key Data

Every Thursday, our very own John Pontius, CRMD's business analyst and internal guru shares tips for Salesforce users and highlights the power of automation for businesses.

This time, John walks users through how to automatically calculate values in Salesforce Classic & Lightning. By working with formula fields within Salesforce CRM, users can automate and display valuable information at-a-glance.

Part 2 – How to use the formula editor in Lightning Experience!

Stay tuned for our upcoming webinar on Thursday March 28th, 2019. Subscribe to CRMD’s Youtube Channel to watch our complete playlist on Salesforce tutorials.  Get answers to all of your CRM needs for you and your business. If you found this content helpful, let us know.

Follow us on Linkedin or Tweet us your questions or suggestions for future videos!

Don't Miss Our Previously Recorded Webinar on Matching Rules & Merge Records!
Planning to implement Salesforce for your business? Talk to one of our CRM experts

John Pontius is a Business Analyst with CRMD and has worked in the Salesforce platform as a Sales Manager and Administrator for over six years. He  holds his Salesforce Administrator, Advanced Administrator, Sales Cloud Consultant and Platform App Builder Certifications and finds particular joy in helping clients eliminate repetitive, time-sucking actions through automation.  

Curb Dirty Data: Clean Up Duplicates With Salesforce Matching Rules & Merge Records

Salesforce.com How-To: Merge Records Prevents Duplicates From Complicating Sales & Marketing Initiatives

Every Thursday, our very own John Pontius, CRMD's business analyst and internal guru shares tips for Salesforce users and highlights the power of automation for businesses.

Coming in hot for Pi Day 2019, John demonstrates how to merge records and set matching rules in Salesforce Classic & Lightning. By consolidating duplicate records within Salesforce CRM, teams across all business functions can effectively and accurately make knowledgeable decisions about their customers.

What is “dirty data” and why is it important for organizations of all sizes to implement culture-wide clean data practices?

According to a Harvard Business Review article by Thomas C. Redman in 2016, U.S companies are squandering $3 TRILLION per year on ineffective business efforts due to dirty data.

It’s an eye-popping figure that highlights common inefficiencies that continue to bog down companies of all sizes today.

Dirty data applies to records that are: badly-formatted, incomplete or outdated, and duplicates.

  • Duplicate data can cause confusion amongst departments
  • Outdated data affects reporting & business initiatives.
  • Bad Data = Costly consequences

via HBR.org

Clean data practices ensures:

  • Data is reliable & accurate
  • Teams can make knowledgeable decisions, faster
  • Saves times & increase efficiency
  • Quality leads generation

Rather than relying on users to manually detect inconsistencies in their CRM, we can take proactive measures with Salesforce to prevent duplicate records from being created. Merge records consolidates your existing records and match rules helps prevent duplicates from being created or imported in the future. It is an important step in keeping information accurate and maintaining positive relationships with customers

For Salesforce Lightning users, click play below watch how to create matching rules and merge records.

Stay tuned for our upcoming webinar on Thursday March 21st, 2019. Subscribe to CRMD’s Youtube Channel to watch our complete playlist on Salesforce tutorials.  Get answers to all of your CRM needs for you and your business. If you found this content helpful, let us know.

Follow us on Linkedin or Tweet us your questions or suggestions for future videos!

Don't Miss Our Previously Recorded Webinar on Keep Org Data Clean Field Dependencies in Salesforce Classic!
Planning to implement Salesforce for your business? Talk to one of our CRM experts

John Pontius is a Business Analyst with CRMD and has worked in the Salesforce platform as a Sales Manager and Administrator for over six years. He  holds his Salesforce Administrator, Advanced Administrator, Sales Cloud Consultant and Platform App Builder Certifications and finds particular joy in helping clients eliminate repetitive, time-sucking actions through automation.  

Balance for Better: Celebrating International Women’s Day 2019

Happy International Women’s Day♀ We stand behind the call to bridge the gender gap across the world & hope everyone will continue to champion gender diversity in their workplace.

Today is an occasion to honor the role models, mentors, and trailblazers that have inspired us.

I matter. I matter equally. Not "If only", not "as long as". I matter. Full Stop."

Chimamanda Ngozi AdichieNigerian Novelist

We’re proud to have women lead our Marketing, Operation, and Design teams. 58% of our company workforce is comprised of #WonderWomen. CRMD celebrates International Women’s Day by recognizing the contributions of our CRMD heroines while also acknowledging how much further we have to go as an industry.

Meet Deandra Tan, Senior Consultant & VP of Operations. One of the many stars at CRMD that keeps our company’s engine humming smoothly. Find out her favorite part about working with CRMD and some of the amazing comic illustrations she’s done outside office hours!

Here are just some of the many ways companies can take actions towards #BalanceforBetter:
1

Implement Proven Measure and Hidden Gems for Improving Gender Diversity

https://www.bcg.com/publications/2017/people-organization-behavior-culture-proven-measures-hidden-gems-improving-gender-diversity.aspx
2

Read the Women in the Workplace 2018 Report

https://leanin.org/women-in-the-workplace
3

Cook recipes from Share - where 100% of profits from sales go to Women for Women International, an organization helping women of war-torn countries rebuild their lives.

https://www.amazon.com/Share-Cookbook-Celebrates-Humanity-International/dp/1906868875
4

Read about the exceptional women who did revolutionary things.

https://artsandculture.google.com/project/women-in-culture
5

Celebrate #IWD2019.

Continue the pursuit for gender parity.

Salesforce Spring Release Highlights 2019

The vernal equinox is yet here but Salesforce Spring Release has arrived!

(ICYMI: Punxtawney Phil prognosticates positive percentages)

We highlight all the key features in the latest Salesforce spring release notes so you can dive into all the changes coming to Sales Cloud, Service Cloud, Lightning and Einstein.

Tweaks to Lightning Experience & Salesforce Classic

Spring 2019 introduces the new Lightning Flow Builder, a drag-and-drop functionality with a simplified toolbox. The Flow Builder will be the default for all orgs, and no migration is needed.

Other smaller changes we can soon expect is Pinned List View, which makes any list the default view, Subtabs and Pop-out utilities in the Lightning console window as well as the ability to clone sandboxes and simpler user email addresses format.

It’s clear in Salesforce recent announcement that the company is keen on globalization. This release includes new question type, targeted invitations, custom reports, and link expiration in addining to improved translation for Surveys.

CPQ & Salesforce Billing

Salesforce has expanded CPQ & Billing flexibility with usage-based pricing and consumption schedule. In Pardot Advance, users now have access to the Einstein Behavior Scoring, which is based on prospect engagement activities.

Lightning Scheduler & Dialer

With Lightning Scheduler introduced, the ability to set appointments, office hours and required attendees is now easily accessible in the console. Available for Enterprise and Unlimited editions at an extra cost, Lightning Scheduler and Lightning dialer personalizes appointments and auto-create records.

New in Quip

New live apps for this release include the ability to directly embed from Box and Dropbox with Filesharing and placing live Salesforce data inside quip documents with Salesforce Record live app. In addition, the new Quip Document Lightning Component allows edit/comment/embed options on live documents, spreadsheets, and slides. Quip Slides connect live data and charts with team-based slide presentations and Task Drawer helps consolidate list of all user assigned tasks.

Community Cloud in Salesforce Spring Release

Create custom-branded apps for iOS & Android with pre-built components using the Mobile Publisher for Community Cloud.

Partner Account Relationships will enable point-to-point sharing of select information from a lead or opportunity between partner types, such as distributors and resellers.

Reuse components and design libraries built with 3rd-party UI frameworks using the Lightning Container Component.

Critical Updates.

Beginning February 2019, Salesforce classic will be sent out to the pasture. All innovations will transition to Lightning Experience. The Migration tool is available to move from Classic to Lightning Knowledge. This transition introduces a name change, as Lightning Component are now called an Aura Component. Aura Components and Lightning Web Components work in conjunction as part of the Lightning Component framework. Another item set to retire: Customizable Forecasting.

Planning to implement Salesforce for your business? Talk to one of our CRM experts

Data Storage Increase

Salesforce users will soon get the added benefits of an extra 10GB of minimum storage to their total organization, starting March 2019. Per Salesforce’s release notes “This change applies to Lightning Experience, Salesforce Classic, and all versions of the Salesforce app in Contact Manager, Group, Essentials, Professional, Enterprise, Performance, and Unlimited editions.”

High Velocity Sales

The latest in Sales Cloud will introduce the Sales Cadence Builder, a processes flow sequencing the activities and steps to successful sales. Spring 2019 also introduces an improved lightning Scheduler as well as Lightning dialer, a native click-to-call in the Salesforce console. Click here to watch a demo of the builder and High Velocity Sales in action.

Einstein AI

Users may remember Einstein Lead Scoring by its former name, Predictive Lead Scoring, but the 2019 version adds a lot more meat (and machine learning) to the recommended actions feature. With Lead Scoring, Einstein will recommend ‘spot-on’ next best actions to convert leads, such as setting a follow-up appointment based on past interactions and lead data.

Deandra Tan Appointed as Vice President of Operations

We’re very excited to announce the appointment of Deandra Tan to her new role as Senior Consultant & VP, Operations.

Deandra has been with CRMD for three years as a project manager and senior consultant. She brings 6 years of marketing and CRM experience to the role.

Her favorite part of working with CRMD is learning new things about her clients and the industries they cover. As VP of Operations, she will work to position CRMD for long-term growth and success and to ensure the continued delivery of high-quality engagements.

Prior to CRMD, Deandra developed digital strategy for customer engagement and aligned marketing and sales team to improve quality of marketing-generated leads as a marketing consultant at Bluewolf in New York City.

Hailing from New York City, she graduated Cum Laude with a distinction in Film and Sociology from Yale University. In 2013, Deandra received her certification for Integrated Marketing through the School of Continuing and Professional Studies at NYU.

She is a Salesforce.com Certified Sales Cloud Consultant and Salesforce.com Certified Administrator. She has also been a Marketo Certified Consultant and Salesforce.com Marketing Cloud Implementation partner.

Fun Fact: When she is not consulting with clients, she can be found writing and drawing comics for digital publisher Tapas Media.

Say hello to Deandra! Connect with her on Linkedin or email [email protected]