This article was originally posted December 2015 and has been updated.

It’s no secret that adopting any enterprise application is a risk, and customer relationship management (CRM) systems are no exception. In fact, more than a decade of research by multiple analysts shows that 30-60% of CRM projects fail (tweet this statistic). Those CRM failure...

This article was originally posted July 2014 and has been updated.

To walk a mile in a typical Salesforce user’s shoes, I decided to work for a day in my Sales Operations role using standard Salesforce pages. Until recently, I had not experienced anything other than the Skuidified version of Salesforce. As most Skuid customers know already, I was...

This article was originally posted February 2016 and has been updated.

Using CRM systems in your sales process can add tremendous value and make your salespeople more productive. But studies show that 30-60% of CRM projects fail, and lack of user adoption is responsible for 70% of those failures. After all, if your sales team doesn’t actually use...

This article was originally posted March 2016 and has been updated.

So you’ve decided on a user experience (UX) overhaul. Good for you! Whether you’re working with an in-house team or an outside consultant, planning an enterprise UX project is a balancing act. You’re trying to meet user needs while also pleasing internal stakeholders, like...

This article was originally posted March 2016 and has been updated.

If you’re anything like me, the mere mention of enterprise software—HR portals, intranet sites, CRM—elicits a mental groan. I’m too busy to use a system that’s cumbersome, ugly, and impossible to customize. If you think that makes me sound spoiled, then you’re right. I’ve been...

This article was originally posted January 2015 and has been updated.

This post discusses the appetizing uses of the pie chart and its delightful relatives: the donut and the funnel (oddly these are also reminiscent of things you’d find in a kitchen). For good measure, we will also discuss the pyramid, which in some cases also relates to food....

This article was originally posted January 2015 and has been updated.

Visualizations dramatically improve data cognition. The right chart, table, or graph can make reams of data sizzle with satisfying communication power. Like a high-torque drill, visualizations can cut through your big data fast and clean. As with any power tool, it’s important...

This article was originally posted July 2015 and has been updated.

In the first two posts in this series about the just-right revolution, I made the case for human-centered, customer-driven apps, created and configured without code, to drive the next major shift in technology. The revolution is bringing IT and line-of-business users together in...

This article was originally posted March 2016 and has been updated.

I love apps. They answer the ‘this would be perfect if…’ call when we’re running up against limitations. As any Salesforce® admin knows, a great combination of apps will save time, increase productivity, and ultimately impact the bottom line for your organization.

This article was originally posted November 2017 and has been updated.

LeanCog is a technology consulting firm that has built many custom Configure Price Quote (CPQ) partner portals—allowing for complex and configurable quoting and contracting—for energy and finance clients on Salesforce. Due to the formulaic and dynamic pricing of products in...