Passage Technology Blog

Filtered by digital-transformation

Ask PT About Managing Repeatable Projects in Salesforce

2022/06/15

Dear PT, 

The nature of our business requires completing the same projects over and over. These projects overlap similar projects, each in a different stage of the same project process. The only differences are beginning and end dates, and once in a while a special task or dependency is needed. We tend to create these project plans from scratch each time—how can we streamline our efforts?

Tim Pleats from Standard, Canada

What is technical debt, and how can you avoid it in Salesforce?

2022/05/19

What is technical debt?

The easiest explanation is that hardware, software, or technical processes you implement now may not work in the future. This can manifest in many ways. When you're under pressure to put something together quickly, this can result in bugs that will take a lot of time to fix (possibly more time than doing it correctly the first time). Technical debt can also manifest when you move information over from a legacy system, or it can be something that needs to be fixed with better documentation to help user adoption or ensure people use the tools correctly.

Ask PT About Using Salesforce to Manage Product Development Activities

2022/04/19

Dear PT, 

At our company, we use the phase-gate development process to create our products, from releasing new most viable products (MVPs) to updating later versions. It is a lightning fast process, so it is important we improve our project management abilities. We’d like to use Salesforce®, but it has limited project management functionality. Any suggestions?

Emma Veepea from Waterfall, PA

Bad Data Costs More Than You Think

2022/03/08

How Data Impacts Customer Experience

Just because you have access to tons of data, doesn’t always mean it’s being put to good use. Poor quality data can lead to significant losses.

Why B2B Sales Leaders Need to Analyze Both Today’s Macro & Micro Trends

2021/10/28

After the pandemic shock of 2020-21, businesses are consistently hearing from analysts that the general sales process has changed, perhaps permanently. There is no shortage of analysis and advice available. In response, Sales Leaders are trying to make the specific adjustments needed to boost sales performance.

Responding to a Changing Sales Landscape

Businesses must address changes in B2B buyers’ behavior, a movement which had already started pre-pandemic. Analyst firms, like McKinsey & Company and Accenture, have done research that shows long-held best practices are shifting. These macro environment issues can’t be ignored.

Keeping Projects on Track in a Hybrid Work Environment

2021/10/06

Achieve Project Management Excellence within the Salesforce Platform

Now more than ever, our work lives are full of shifts and changes. We are living in a period of rapid digital transformation, which has been accelerated by the pandemic.

 

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