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Creating A Corporate Value System That Works

July 30, 2018 in
Our values and beliefs make up who we are, how we make decisions, and how we are internally driven. The same is true for an organization. Within a company, leader teams place an overarching value system to ensure job satisfaction amongst employees and customers. However, a company consists of many individuals who all operate...
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Salesforce Team Empowers A Rapidly Growing Real Estate Investment Firm

July 22, 2018 in
As a registered Salesforce partner, we pride ourselves on providing our clients with the best possible solutions to meet their business needs. We work with a variety of businesses, each presenting a unique challenge of deciphering the optimal combination of customization and standard functionality. Within the Financial Services (aka FinServ) sector, there is a...
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Control the Controllable

July 12, 2018 in
One day in high school, I was at practice for my club soccer team. Weather and field conditions were poor and with it our team’s morale. Naturally we were dreading the two-hour long practice and only wanted to go home or do anything other than practice that day. Thankfully, our wise coach stepped in...
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Customized Forecasting – A HigherEchelon Model

July 6, 2018 in
Forecasts are an integral component of most sales teams. It is critical to review, receive and analyze accurate sales forecasts based on Company sales processes and business goals. Salesforce.com offers an out-of-the-box, free Forecasting tool. Salesforce Forecasting has many great features, but there is not a lot of room for customization. That said, it...
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When Human Error Is Not Important

June 26, 2018 in
The workforce is made up of humans. Human workers, human weaknesses, and ultimately human error. Fortunately, all human’s also have strengths. While negativity biases might lead you to only focus on weaknesses and errors, new research suggests that better performance comes from focusing on strengths rather than trying to fix weaknesses.(2) Knowing our strengths...
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