A Methodology for Documenting Process (and Crushing the Fear!)

A guest post by Melissa VanDyke. We all know those three little words that every #AwesomeAdmin loves to hear: “Is it possible…?” This moment is always exciting for us (we want to help!), but it is always a little scary too. When anything and everything is possible (and as #AwesomeAdmins we know this to be […]

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The Case for Automation: A Seat at the Table

A guest post by Peter McMillan. As a Salesforce Admin, you are faced with the needs and wants from every department: Sales, Finance, HR, IT and Executives.  And they all want something different from Salesforce: accurate data, quick and impactful reporting, employee adoption of the CRM, actionable insights, etc.  For the purpose of this article, […]

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ORIGINS: The Story of Tal Frankfurt

About 10 years ago, I was the Director of Resource Development and the spokesperson of a nonprofit organization that worked with at-risk youth to reduce school dropout rates, eradicate illegal drug usage, and prevent criminal activities. My organization loved to collect information. When I joined, I inherited the organization’s most prized possession: an exhaustive, exhausting […]

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