Without a Product Manager, CRMs like Salesforce often struggle with misaligned processes, underused features, and poor change management. A Product Manager bridges the gap between platform capabilities and business goals, driving strategy, prioritization, and cross-department collaboration.

Transform Salesforce from a tool you use into a platform that works for you.

Quarterly Salesforce user management is key to maximizing efficiency and security in your CRM. This blog outlines five essential SOPs, including license audits, access reviews, MFA checks, integration audits, and user adoption monitoring, to keep your Salesforce instance optimized and aligned with your business needs. Stay proactive and ensure your platform works smarter for you!

Stay on top of your Salesforce instance with annual SOPs like user management, license reviews, and permission audits. A structured approach keeps your platform efficient, secure, and aligned with your business needs.

Avoid the common pitfalls of mismanaging sales stages and drive better sales outcomes. Learn how properly defining, documenting, and customizing your sales stages can enhance clarity, enable data-driven decisions, and tailor your sales process to fit the unique needs of your products or services. Discover key considerations for effective sales stage management and how Walden Edge can help you optimize your CRM system to support your growth.

Bringing in a consultant or managed services to help with Salesforce can be a game-changer. It often feels like the right move when you need to bring stability and expertise to your Salesforce org. However, to make the most out of this collaboration, it’s essential to prepare your internal team to work effectively with the consultant. Here’s how to do it.

In the ever-evolving landscape of business technology, understanding the nuances of requirements gathering is crucial. At Walden Edge, we recognize that the core of any successful project lies in precisely understanding what our clients need, and more importantly, why they need it.

When is the right time to enhance your Salesforce ecosystem with additional tools?

The data dictionary is your compass in the vast sea of Salesforce data, guiding you through the complexities and leading you to a clearer understanding of your org's unique data model.

Join us in exploring how to turn the challenge of stakeholder engagement into an opportunity for organizational growth. Let's make every stakeholder a data steward!

Discover the key to successful data governance with our strategic guide on engaging stakeholders and harnessing end-user insights to drive data management projects. Learn how to identify crucial participants, from report users to customers, and why their collaboration is vital for operational efficiency and customer satisfaction.

Is data overload bogging down your Salesforce org? As the new year unfolds, it’s time to shed the burden of unnecessary data that clouds decision-making processes. But, how do you sift through the digital clutter to determine what stays and what goes?

Supercharge your Salesforce adoption and enhance the user experience.

AI CRM Strategy

CRM Strategy