2023/05/04
Dear PT,
In this competitive job market, with turnover increasing, productivity is a challenge. We need to get new employees at our company onboarded and up-to-speed as soon as possible. We have a number of separate processes in place within Salesforce® for both compliance and training. How might we take a more comprehensive approach to get better outcomes?
M. Ployer in Train, Germany
2023/03/15
Dear PT,
At our company, we are looking to improve and streamline our customer onboarding process. We sell a number of products and services, and each has a repetitive process to properly deliver and onboard. Usually, we clone a number of Salesforce® Projects, and then make the changes necessary for that customer and purchase. As we’ve seen, this process is sometimes prone to errors and omissions. How can we make improvements?
Gus Towmer in Welcome, ON, Canada
2023/01/10
Dear PT,
We use Salesforce® at our company, but we manage projects outside of Salesforce. This creates numerous challenges, and never more than when an established project plan has dates and deadlines that must be adjusted. Obviously, there is a ripple effect on the project, and most project planning software can handle that. However, when it comes to the associated projects and tasks that also reside in Salesforce, extra work is required, and it can be subject to error. What can we do about this?
Ty M. Schiff in Gantt, AL
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