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Salesforce Optimization & Development Consulting based in Portland, OR

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Why should you upgrade from Salesforce Classic to Lightning?

Posted by Oliver Sholder on  March 17, 2022
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Category: Resources
Salesforce Lightning. It’s the word on the streets. We’ve all probably heard it at some point. Like the new iPhone or a new car we might not know the fine details behind it, but we probably know it’s an upgrade of some kind. And like most upgrades we’re probably thinking we can do without it. Your current car is still getting you from point A to point B and your phone is still taking calls.
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How to Build Sales Stage Best Practices in Salesforce Lightning

Posted by Oliver Sholder on  July 10, 2020
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Category: Resources
  Intro: It’s more important than ever to have clarity in your sales process with today’s hectic & constantly evolving business environment where key details can get lost in the shuffle. Many small and mid-size businesses that I’ve advised have sales process in Salesforce don’t have clear definitions for what qualifies a lead or opportunity to move to the next stage. I am writing this blog post to share fundamental best practices I’ve learned from
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Ask a Salesforce Consultant: How to Increase Salesforce Adoption

Posted by Oliver Sholder on  October 27, 2018
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Category: Resources
Tags: CRM Best Practices, CRM User Adoption, Salesforce Implementation, Salesforce Optimization, Salesforce Training, Salesforce User Adoption
It’s one thing for a manager and a consultant to sit together in a conference room planning out how Salesforce should be integrated. In reality, the users may not take to the system the way you anticipate. The delta between the plan and the reality can be significant when there isn’t a clear adoption strategy in place. Aligning with the user’s core needs has as much to do with planning, strategy, communication, and leadership as
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Three Reasons Your Business Needs to be on Salesforce Lightning 

Posted by Oliver Sholder on  June 20, 2018
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Category: Resources
By Oliver Sholder  At Everpeak Partners, one of the most common types of projects we take on is the Lightning migration (going from the older ‘Classic’ interface to the newer ‘Lightning’ interface) For those considering switching, here are my thoughts as a system architect and a user of both Salesforce Lightning and Salesforce Classic for years. Two years ago, you’d be a pioneer to be on Salesforce Lightning. One year ago, there was a strong
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Ready, Aim, Fire is what makes Salesforce Implementations Successful

Posted by Oliver Sholder on  December 16, 2017
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Category: Resources
Tags: Guest Post, Sales efficiency, Salesforce Implementation Advice
 Guest Blog Post By Colin Longren, VP Global Sales at The Millau Group Global     Salesforce (like other CRMs) can be compared to an all-inclusive gym membership with a pool, gigantic weight room, smoothie bar, and tanning beds…when really all you need is a treadmill! All those gym “features” and amenities are a nice to have, but not a need to have. Salesforce features and ‘add-ons’ can be the same way, depending on your situation.
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