Passage Technology Blog

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Ready to Implement Salesforce?

2024/03/27

Questions to ask before getting started.

It’s important to make the most of your investment – from initial setup and customizations to automation and analytics.

Ask PT About Managing IT Projects and Process Implementations in Salesforce

2023/08/14

Dear PT, 

Our company’s IT department has a steady backlog of new projects and new processes to undertake. And they are good at what they do. However, each individual action plan is built from the ground up. Plus, they operate in a bit of a silo—other functions need to be involved to ensure success. We’d like to add project management discipline to these projects and process implementations. Where do we begin?

M. Plamentor in Silo, OK

Ask PT About Using Salesforce to Onboard New Employees

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

Ask PT About Using Salesforce to Onboard Customers

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

Passage Technology Blog