Best Unused Salesforce Features
So, you're up and running on your new Salesforce CRM. Now is a great time to start digging into the solution for all those overlooked features that didn't take priority right away. Here to help, we've identified the four features in Salesforce that often go unused, but can make a big impact to your business. Read More
techCast WEBINAR
Understanding Salesforce Security Model
Join us for our upcoming Ask the Admin techCast webinar on August 5 covering the ins and outs of org- and object-level security permissions in your Salesforce solution. Register now.

New to Salesforce? Join our free New User Training for all the basics you need to know.
Start Dreamin'
Registration for Dreamforce '16 is officially open. Join us October 4 - 7 in beautiful San Francisco for Salesforce Dreamforce. We'll even be presenting!
Period Close Guide
A successful financial close is an important part of your overall organizational health, and since many of our clients use the summer months to close out their fiscal years, we're here to help with the key areas to consider and best practices to follow when closing out an accounting period in NetSuite. Read More
An Alarm Clock with Initiative
At one time or another, we've all wished we had a secret assistant, guiding us along to be our most effective and efficient in our jobs. Well, your Sage solution wishes the same. Sage Alerts & Workflows is just that. A business activity monitoring tool for your Sage solution, it streamlines your operations and automates tasks saving you time, money, and stress. Learn How 
We're in Chicago -- Are you?
Sage Summit 2016 has officially kicked off, and we want to see you! Make sure to reach out to your Eide Bailly team this week to connect during the conference or join us Wednesday morning for breakfast.
7 Ways to Save an Implementation
Undergoing a technology initiative in your business is stressful -- and costly. It is one of the most substantial financial investments an organization can make these days, which makes the overall return on investment top of mind for business leaders. Getting the most out of your investment is a key objective in any project, but particularly when it comes to upgrading your tools. Which is why we would make the argument for engaging an implementation partner.

Now, you may be thinking "of course you are going to say that; it's what you do," and, yes, while that is true, we aren't making the case for us but, rather, what an experienced partner can mean for your business and the success of your technology investment.

We have engaged with more clients than we care to admit that come to us after the fact, after having gone the less expensive route with an under-qualified implementation partner or DIY-ing their implementation internally only to realize the solution wasn't living up to their expectations.

It's easy to get sticker shock when looking at the project proposal and trying to cut costs here and there, but in listening to our clients' experiences over the years and knowing industry trends first-hand, we are here to share seven of the value-adds an experienced, strategic partner can bring to your technology implementation.

They Speak the Solution
Understanding the terminology and semantics of a technology is absolutely vital to correctly implementing and utilizing the solution within your business. A distinguished solution partner has been confirmed "proficient" in the technology by the publisher. They'll know the difference between a Lead and an Opportunity in Salesforce; the hierarchy of an Account, Contact, Activity, and Campaign and what it means for your processes; how your internal approach, whether you are more agile or traditional waterfall in your project management, affects if you adapt Case or Project functionality in your CRM, and so on.

You may look and think Ideas, Knowledgebase, and Libraries are all describing the same feature, but a knowledgeable Salesforce advisor will be able to explain the terminology and functionality nuances and then translate it to your business.

Process Perfect
Along with talking the tool's talk, the right implementation partner will dive into your business and really get to the root of your processes and objectives. At the end of the day, the tool is only one piece of the puzzle; aligning your business' people, process, and technology creates a completely optimized solution that will accelerate your organization. Today's technologies are highly customizable, so just as important as understanding the functionality is knowing how to adapt the solution's capabilities to fit your business.

What a Lead in Salesforce means for one organization could mean something completely different for another; that is the beauty and the overwhelming power of technology today. Lead scoring and custom dashboarding create a solution that is uniquely your own, but if you don't know how to align it to your people and processes, you will never realize the return your business needs to validate the initial technology investment.


READ ON for the final five ways the right strategic partner can save your technology implementation.

_________________________________________ 

 

D.C. Lucas

Technology Business Advisor

Eide Bailly Technology Consulting

 

dlucas@eidebailly.com

 

 




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ABOUT US

At Eide Bailly Technology Consulting, we trust there is a better way; a better way to do business and to realize the extraordinary potential in the marketplace today. Clients benefit from our proactive, consultative approach to technology. Our strategic technology services and solutions include infrastructure and networking, IT security, ERP and CRM, business analytics, custom application development and business planning.

 

We aim to be our clients' trusted business advisors, guiding them through the advancements in technology from assessing their business needs to implementing the right solution and supporting their systems.