RTS Labs - August 2018

STARTING ON THE WRONG FOOT? 3 Tips to Get Salesforce Right the First Time

3. Get the support of your executive team.

of what it’s going to take and what you need to do right from the start and you’ll find the process is a lot smoother. 2. Move your data over correctly. One of the most attractive features of Salesforce is the ability to keep all your data in one unified dashboard. No more clicking through an endless wave of tabs for a single client! But to get to this point, you need to

You’ve finally done it. After hearing everyone talk about how amazing Salesforce is and how it can revolutionize your customer relationship management, you’ve decided to make the leap and integrate Salesforce into your company. While this powerful tool can streamline your business processes, it’s not a silver bullet to cure all your problems. If you fail to implement the Salesforce software properly, you’re in for a world of unnecessary trouble. Here are three tips to keep in mind when getting started with Salesforce. 1. Don’t underestimate what you need in order to implement Salesforce. There is a reason Salesforce offers training programs, communities, and MVPs. While Salesforce makes things a breeze once it’s up and running, the front end demands an investment of time and resources. Properly implementing a customized Salesforce solution doesn’t happen overnight — or even in two weeks. Set realistic expectations

As you may have guessed, implementing Salesforce isn’t something that should be done on a shoestring budget. In order to make sure you have the resources you need, you should have buy-in on the executive level and keep your executives engaged throughout the implementation process. Good leadership helps unify the team.

weave all your data together and make sure everything is in the same format. If you don’t prepare your data, you could find yourself

Salesforce is an amazing software, but it’s not immune to human error. For more resources on how to make sure implementing

with a huge mess to clean up later. Unless you already have experience in this field, we recommend hiring someone with

Salesforce is the best decision you’ve ever made, head over to RTSlabs.com/blog.

expertise to make sure all your data gets handled the right way.

Sudoku

CHANA MASALA

This classic Indian dish of chickpeas in tomato sauce is a great vegan main course. It’s perfect for weeknight dinners. Serve it with basmati rice.

1 28-ounce can peeled whole tomatoes, crushed

• • •

1 onion, chopped 1 garlic clove, sliced 2 tablespoons fresh ginger, peeled and chopped 2 tablespoons olive oil

1 15-ounce can chickpeas, rinsed Salt and pepper, to taste

• •

1 teaspoon curry powder

Chopped cilantro, for garnish

1. Over medium heat, cook onion, garlic, ginger, olive oil, and curry powder for 8–10 minutes, until onion is soft. 2. Add chickpeas and can of tomatoes with juice. Simmer 25–30 minutes. 3. Season with salt and pepper. Serve over rice and top with cilantro.

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