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NexGen Blog

Tips to get better data into Salesforce

Posted By:  Maria Kelley
Friday, December 2, 2016

You are only as good as your data.  Your Salesforce environment can have a great design, but if no one is entering data, all you have is an empty shell.  Ask yourself some questions: 1. Is it easy to enter information? It is very important to make it easy for sales reps to keep their deals and contacts up to date. Every sales rep has a different way of doing this—they might update as they go or choose one day a week to input the status on every deal. Unfortunately, waiting

Implementation Best Practices

Posted By:  Maria Kelley
Wednesday, November 9, 2016

CRM implementations have failed for years because organizations have not set up these systems to provide enough value to the users of the system.  If all the system does is provide a place to enter data, users will not use it. NexGen has been developing best practices since 2007.  Our job is to design applications to provide significant value to our clients so users are motivated to keep Salesforce. We are beginning a new blog series that will detail all of our recommendations.&nb

Updated version of Best Practices document

Posted By:  Maria Kelley
Tuesday, November 8, 2016

Announcing Version 8 of "Best Practices for Salesforce Solutions that Work".  Our Best Practices for Salesforce Solutions that Work guide contains best practices gained through our extensive experience working with Salesforce customers from businesses of all sizes. Click HERE to get your copy! This guide will share key principles for designing solutions that fit your business.  The result is user adoption and a great return on your Salesforce investment!


Blog Categories

  • Blog
  • News
    • 11/08/2016 - Updated version of Best Practi
    • 09/08/2016 - Connect to your customers in a
    • 09/01/2016 - Cincinnati Salesforce User Gro
    • 07/27/2016 - NexGen Breakfast Series featur
    • 05/11/2016 - Congratulations to Matt Scholl
    • 04/28/2016 - NexGen Consultants Announces S
    • 04/22/2016 - NexGen now an Accounting Seed
    • 03/14/2016 - Introducing Financial Services


Maria Kelley 
(513) 919- 3830