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Meghan Maloney

Recent posts by Meghan Maloney

3 min read

Salesforce Summer ’19: A Little Guide to the Big Updates

By Meghan Maloney on Fri, Jun 07, 2019

By now, you know that Salesforce is gearing up for its Summer ’19 release, which will arrive in North American orgs on June 15. As usual, the release notes for this update are very long, but they do include a number of exciting new features to explore. If you get a chance, we encourage you to go read them in full—but for those of you who simply don’t have time, we’re providing some especially notable highlights here.

Topics: Sales
9 min read

Breaking News: Critical Salesforce Issue for Current or Formerly Connected Pardot Organizations

By Meghan Maloney on Fri, May 17, 2019

FIX ISSUED: Update as of 12:00pm EST, 5/21/2019:

Salesforce is now stating that a fix has been implemented and the incident is being declared over for users outside of NA53, 57 and 59. Anyone still experiencing issues should submit a support ticket if there are any left-over permission issues discovered.

Topics: Sales
5 min read

Tariffs and Other Troubles: How to Craft a Response Strategy for Tough News

By Meghan Maloney on Wed, May 15, 2019

Talk of a full-scale trade war between the US and China may sound dramatic, but the latest tariff applied to Chinese goods will have a major impact on the costs of materials coming to the US. The full list of affected goods, available here, includes fresh food and dry goods, consumer goods like hats and handbags, as well as a large list of manufacturing materials such as glass, aluminum, gold, electrical parts, and machinery.

Topics: Company News Internal Communication Strategic Planning Tariff
4 min read

CRMs and ITAR Compliance: Which Software Do I Choose?

By Meghan Maloney on Sat, May 11, 2019

Several of today's popular CRMs offer a variety of services all within the cloud. Cloud computing can do wonders for efficiency, allowing for more data storage, faster data retrieval, and ultimately higher satisfaction for end users and customers. But, with more companies across all industries moving sensitive information into the cloud, data security is becoming a greater concern.

Topics: CRM implementation ITAR Compliance
4 min read

It’s Time: Switch to Salesforce Lightning or Get Caught in the Storm

By Meghan Maloney on Thu, Feb 28, 2019

Follow our 3-step process to make the switch to salesforce lightning.

Topics: Sales CRM implementation
5 min read

Salesforce Spring 19 Release: A Little Guide to the Big Updates

By Meghan Maloney on Tue, Jan 22, 2019

The Spring ’19 release of Salesforce is less than a month away. For those of you who haven’t had a chance to browse through the official release notes, here’s a quick rundown of the most important new items for this first update of 2019.

Topics: Sales CRM implementation
3 min read

No Elves Needed: Using Salesforce Campaigns to Build Your Holiday Card List

By Meghan Maloney on Sun, Dec 16, 2018

Client relationships are an incredibly valuable resource for businesses of any size, and the holidays are a perfect time to reach out with warm wishes to all of your contacts. But wrangling a huge mailing list can get overwhelming during a hectic yearend. So what’s the best way to check off your holiday “nice” list? Channel your inner St. Nick and get it all done in a wink using a full-featured CRM like Salesforce!

Topics: Marketing and Sales Alignment CRM implementation
6 min read

When Should A Small Business Add a CRM System?

By Meghan Maloney on Mon, Nov 26, 2018

Your company is small but growing. When should your team consider implementing a Customer Relationship Management system (CRM)? A better question may be, how far do you want to go?

Topics: Strategic Planning CRM implementation