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Five Reasons for Cloud Confidence: A Reply to Lockergnome

14-Sep-11

Disclosure: As one who recommends, consults, releases products for, and technically lives in the “Cloud” – a nice way of describing software that doesn’t live on your computer but rather “out there” – I have a clear interest in its success. Additionally, I just like a balanced perspective so others can be well informed and [...]

Profit from Electronic Signing

02-Jan-11

A conversation with a client recently led to this discovery: “Everything went great on the call and they wanted a proposal. So, once we hung up we put together an agreement and emailed it over. The client had to head out that day and we haven’t been able to track them down since. That was [...]

Call Scripts & Compliance with Default Field Values

31-Dec-10

I recently did some work with a precious metals company that had some very unique compliance requirements that in part also occur with many financial services firms. The issue relates to disclosures. In a real estate transaction you have lots of disclosures but they are written and reviewed prior to or during the visit to [...]

CloudCamp LA – 2009

30-Sep-09

Live blogging of CloudCamp LA 2009

Make It More Readable: Enforce Case w/ Simple Workflow Rules

25-Aug-09

Sometimes the flexibility of Salesforce.com can be intimidating. Whether potential buyers, admins, or users, wrapping your head around all the various tools available to you and imagining how you might used them can be challenging. Sometimes it is the most simple example that starts the wheels turning and leads to a real use case in [...]

Is Your Profitability Flexible? Here’s a Possible Solution

11-Aug-09

When it comes to business, using flexible tools in the wrong place can make your profitability flexible too. Every business does it for at least a short time but the successful will proactively innovate to avoid the high cost it brings with growth. Here’s a short test to see where you are on the scale. [...]

Salesforce.com Data Cleansing on a Shoestring Budget

21-Jul-09

One of the biggest challenges with any database, especially when they are easy to use for your whole team, is keeping the data accurate. The most common problem is duplicate data due to the variance in spellings, abbreviations, and other ways that information can be stored with a slight variance in syntax or specifically how [...]

How To Make Tables Easier To Create & Use in Basecamp

06-Jul-09

As a Digital Coach, I leverage Basecamp in my business and coach others to do so as well. It helps managers better manage and everyone executes better because they know what is expected by when in a simple, easy to understand fashion. One of the underused elements of Basecamp is it’s ability to render tables [...]

Organize Your Growing Set of Browser Tabs

10-Jun-09

During both of my last two online coaching sessions, my client has asked me about the way I have setup my own web browser, Firefox. Specifically, they wanted to know how I could have over 20 open Tabs at once and still remain sane. The ability to have multiple pages in your browser be seen [...]

Your Inbox = Re: Re: Fwd: Re: New Website Project – Huh?

02-Jun-09

We’ve all seen our email inbox explode as a project starts out and all the team gets going. Your inbox starts to look something like this soon after the project begins: Re: New Website Project Re: Fwd: New Website Project Re: New Website Project Re: Re: Fwd: New Website Project Re: Call Your Mother Re: [...]