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Notes from our Salesforce work: what breaks, what works, and what we'd tell a friend.
Notes from our Salesforce work: what breaks, what works, and what we'd tell a friend.
Out of the box, Salesforce is generic. Here’s how to shape it around the way your team actually works.
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A free Salesforce health check shows where your org stands: complexity, data quality, security, performance, and what to fix first.
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Low adoption, clunky workflows, messy data, poor integrations, and weak dashboards: five common Salesforce problems and how we fix them.
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Photos from the Blue Engine Solutions team retreat in Washington, DC.
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Salesforce featured Blue Engine consultant Steven Trumble, and added one of his explanations to the official Salesforce documentation.
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The pros and cons of HubSpot and Salesforce, and how to decide which CRM fits your business.
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New research shows “interesting projects” is the number one factor for Salesforce consultants choosing their next role.
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What separates a good Salesforce consultant from a bad one, and what to look for when hiring in Washington, DC.
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Duplicate records undermine Salesforce as a single source of truth. Here’s why they matter and how to fix them.
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The Mailchimp Salesforce integration has a poor track record. Here’s why, and the email tools that connect to Salesforce better.
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A restaurant sign measuring social distance in chickpeas is a great lesson in designing systems people actually follow.
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Salsa Engage’s Salesforce NPSP integration mostly works, but hidden fields like Gender and County can cause headaches. Here’s what to watch for.
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