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Welcome to our constantly changing world of CRM, salesforce.com and technology news, expert articles, updates, reviews & opinions.

Veni, Vidi, Vici

Author: Steeve Seidel, Salesforce Consultant at Nexell GmbH Veni, Vidi, Vici These wise words were said by an emperor (Caesar) to explain how he won/conquered. What do they mean and why are they relevant? We do not want to conquer a project, but we do want to do our best on the project. We not only want a happy customer but we also want to win the project WITH the customer. As a consultant, I will never be able to vici (win or bring a project to its best completion) without having been by a customer (veni) or having understood the customer (vidi). "Veni" - part 1 First, to understand a person, you need to know him/her. How can you do this? Is a phone call enough? Honestly, I love working from home, but nothing - really nothing, including your beloved webcam - can replace a handshake and a coffee (or...

Swiss QR-Bill and payment slip, with salesforce and Formtitan - our client ZVB did it

Author: Julianne Teber, Salesforce Consultant at Nexell GmbH The time is here & the time is right. It’s perfect timing! Zugerland Verkehrsbetriebe (ZVB) who is already using Salesforce’s Service Cloud for Case Management, wanted to enhance their system with one more App called “Incidents”. They are one of the first companies and especially the first FormTitan client using the new Swiss QR-Bill which went live at the end of June. All based on salesforce.com and FormTitan of course. First invoicing round was done July 1st, 2020. What is the App “Incidents” for? Why is it connected to QR-Billing?  As ZVB is a public transportation company, they send out their personnel to check if passengers are using public transportation means in the canton of Zug legally - which basically means, did they buy a ticket and the right ticket? As you know, there are people who get caught when they did not purchase...

Data migration: (7) mistakes to avoid

Author: Julien Le Dantec, Senior Consultant at Nexell GmbH

Migrating data from your legacy system(s) to Salesforce can be a bit of a bumpy road. While the platform can automate many tasks, no amount of Salesforce “magic” will replace your involvement during this phase. 

To help you avoid the many potholes along the way, we want to share a list of common pitfalls you could fall into and how to safely bypass them.

7 tips for acing your next Salesforce certification

If you are reading this article, it means that you are already thinking about becoming a Salesforce certified professional. But do you know why? Here are the 3 main reasons why people seek this certification:

Specifications design: a pre sales activity. Really?

Why bother with specifications before kicking off the project?
We all agree on the fact that starting a project without any specification is not far away from suicide. On the one hand, consultants and system integrators often expect customers to produce and document these specifications, but on the other hand customers might not have time, skills or willingness to do that.

Lightning switch: do’s and don’ts for a successful transition

As you all know, Salesforce released its revamped interface a few years ago to enter a new product era. Until now, admins could choose to activate it or not, but Salesforce is increasingly enforcing its adoption.

The Salesforce Dilemma: Declarative Vs Programmatic?

 

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One of the main challenges for Salesforce professionals while implementing Salesforce is the choice of automation strategy and tactics.  Salesforce provides great automation tools for non-developer consultants (like myself) such as workflows, process and visual flows, but when not used carefully, these friendly and visually attractive assistants can become your worst nightmare.

CRM for Startups - Too early to be good?

Featuring Salesforce.com and GENILEM

Switzerland is a very unique country from several points of view, be it geographical, political or linguistic. Despite its size, Switzerland is the most innovative country in the world (WIPO) and entrepreneurship is at the very heart of the economy.

Data integration: Where do I start ?

Data integration project: I am not a Techie, where do I start ?

Whatever the size or industry, most organizations work with several tools, be it CRM, ERP, mass mailing tool, email client and so on. Striving for efficiency requires that these system are interconnected and give a 360 view on the organization’s data.

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