Kanban boards don’t have to be complicated to be effective… Even if you’ve never read about the history of Kanban, you’ve probably seen screens like the one above that divide a series of tasks (or a project, or a product)…
Photo by Ross Findon on Unsplash Let’s do a thought experiment. Can you imagine a simpler version of your product? Something much simpler, instead of removing one dial or switch. Think about the difference from Excel that caused Google to…
When you search for a site on similarsites.com and it’s not found Everyone wants more customers. When they get new leads, comparing these new leads to existing customers is inevitable – both in comparison to successful customers and the closed…
Photo by Matt Artz on Unsplash The next time you get a request to change an existing bit of code, check how you respond. It might be a small change, like adding a field to an existing model. Or it…
Photo by Shane Aldendorff on Unsplash ELI5 is an acronym people use when they encounter a complicated concept and want it explained simply. Some things are pretty straightforward in the Ops world – you know you have a new subscription…
When you get a result like this in Salesforce, how do you resolve it? “Any person on the team could look at these two accounts and see that they are the same.” If you’ve worked in Operations for any length…
One of the first factors that emerge when you discuss building automations to make a team’s life easier is the potential time saved. You get there by multiplying the time saved by doing the task today multiplied by how often…
Photo by Greg Meyer on Unsplash Apple announced the release of Apple Intelligence at their World Wide Developers conference this year. Besides the portmanteau of being able to say they had a new release of AI, Apple made a really…
Reports in Salesforce are easy to build, easier to filter, and really annoying to update if you want to create arbitrary groupings of accounts or contacts. One trick that helps improve almost any Salesforce report is the row-level formula, a…
Photo by erica steeves on Unsplash If you have a comment or are interested in sponsoring, hit reply. If you’re trying to reach a buyer right now, you have an attention problem. If you’re doing outbound sales, very few buyers…
