Tried and true methods are worth paying attention to. It’s often more effective to take a successful company playbook and replicate it, rather than try to reinvent the wheel. It’s practical, it usually works, and no one will fault you for applying an already “winning” formula. But sometimes, convention no longer serves. Or, even worse — convention masks a systemic problem (did you know that 50% of traditional CRM implementations fail?). In those cases, it’s time to try something new. Learn more in this five-minute read.

One of the most important responsibilities Salesforce professionals have is ensuring our orgs remain secure. Achieving a strong security posture is about so much more than just passwords and session settings, however. It’s critical to know what data is in your Salesforce org, what security obligations that data falls under, and what the possible risk is should that data be compromised. 

When creating your ideal Salesforce instance, the question of build vs buy an application inevitably surfaces at one point or another. So, how do you decide? There are many factors at play, but at the end of the day, there are some key considerations that will make your decisions earlier.

In this blog post, we'll dive into what it takes to successfully integrate Outreach with Salesforce in order to set your business up for success right out of the gate!

At Kicksaw, we’re here to help you build the business software suite that works for your company. With our experience and your understanding of your company’s needs, we can get you up and running with a powerful, intuitive, and ready-to-use solution, configured according to best practices so you can use your systems to their maximum potential strength. One of our favorite tools to implement for customers is Outreach. New to Outreach, or wondering if it's for you? Let's take a look.

Reporting snapshots are a powerful tool in Salesforce for aggregating and analyzing historical trends in your data, whether that’s your lead or opportunity pipeline size, case resolution history, or some custom object of your own making. Unfortunately, the out-of-the-box functionality for reporting snapshots does come with some significant limitations.