Salesforce Email Options

Salesforce Email Options

There’s a few different options when it comes to sending emails from Salesforce and it’s important to choose the right one for your company or organisation because changing it later can be painful. The four options for sending emails from Salesforce are...
A5 Documents – Salesforce Document Generation for the Rest of Us

A5 Documents – Salesforce Document Generation for the Rest of Us

New adopters are often surprised that Salesforce doesn’t have native document production. Then they are surprised again that third party options can work out to be fairly expensive. Document production seems like it should be a pretty basic thing to do from a CRM. You...
Why Developers Love Agile But Clients Often Don’t

Why Developers Love Agile But Clients Often Don’t

Agile principles don’t always appeal to a client who wants a fixed price project, but they should, because the end result will be a better product. When I first started writing software back in the early 90’s the approach used for managing the projects was the...