JIRA is a powerful work management tool. It is hard to imagine delivering Salesforce without JIRA or a tool like it. Other teams have...

Salesforce project managers have the need to track many types of information throughout the project lifecycle—activities, deliverables,...

As Salesforce Partners, you likely spend time in every project conducting discovery for your client. This is often the first step of an...

Sales discovery is the process of meeting with a client, understanding what they need and desire, and articulating this understanding in...

According to a recent Salesforce survey by Mason Frank , 41% of organizations reported delays in their Salesforce go-live date, with over...

The Salesforce marketplace is filled with hundreds of partners with technical experience and know-how. Yet why do some partners succeed,...

The complexity of Salesforce projects can make it easy to lose sight of what good delivery looks like. What are we striving for? What are...

At a minimum, a proposal and subsequent contract lays out the terms of what you will provide to a client (hours, services, tasks) and how...

In the absence of a well-thought out and diligently implemented delivery methodology, Salesforce project delivery (and the success...

Salesforce Partners want to grow and succeed and the primary way to do this is to attract and retain clients. Client retention is based...