Conga Composer integrated with Salesforce.com opens up an entire opportunity for document automation and productivity increases. It is one of our favorite AppExchange apps we use in our Salesforce consulting for its extensibility of field information across data objects in Salesforce.com. Much of the customization in Salesforce.com is focused on inputting information. Fields are created andContinue reading “Salesforce Apps: Conga Composer Document Automation”
Tag Archives: Productivity
5 Productivity Tips I Do Daily
I have a lot of fun advising businesses and implementing systems for growing a business. I have to do what I preach to make it valid and help organizations buy into a better reality. There are some things I take for granted because they are habits. They are habits I worked hard at, but asContinue reading “5 Productivity Tips I Do Daily”
Google Docs Templates
Reinventing your documents is both tedious and unnecessary. Use Google Docs templates to be able to systematize your business workflows and process. This increases productivity and collaboration for your team as well as drives predictability. Creating a Google Docs template for Google Spreadsheets, Docs and Presentations is done within the respective Google Doc. Lay itContinue reading “Google Docs Templates”
Google Voice Rocks
Your Google Apps organization can take another step towards organization, productivity and automation using Google Voice. Google Voice has a variety of ways to be customized for each user’s workflow. I personally use Google Voice as a strategic cloud computing app in the midst of my business day. Here are some things I do thatContinue reading “Google Voice Rocks”
4 Google Apps Contacts Tips
Google Apps Contacts helps you to organize the people in your life for doing business or building relationships. Over time, it has evolved to become more useful while retaining the signature Google simplicity in appearance and experience. As you grow your use of Google Apps, here are some productivity and collaboration tips to help youContinue reading “4 Google Apps Contacts Tips”
3 Salesforce Project Management And Collaboration Tips
It is not uncommon for organizations to customize Salesforce.com for managing projects with their respective customers. It seems these days that this is an increasingly frequent use case beyond the traditional requirements of using Salesforce for the sales process. The ability to mold Salesforce.com to your business processes makes it attractive for enabling how yourContinue reading “3 Salesforce Project Management And Collaboration Tips”
If You Don’t Know Who You Are
Knowing who you are and what your limits are is critical for true success. We all have limits. It is quite apparent when you observe people. Imagine some of your closest friends and their characteristics. You have an expectation of what they will be like on a consistent basis. They play out their scripts prettyContinue reading “If You Don’t Know Who You Are”
How To Use Evernote For Research
If you are researching for a project, building a business or giving a speech, I cannot think of a better cloud computing software system than Evernote. Evernote has grown in popularity for good reason. It captures the essence of cloud computing: The convenience of dumping information into Evernote from your computers, mobile device and browsersContinue reading “How To Use Evernote For Research”
Being Direct As A Strategy
Candor is a key leadership attribute. This is especially true today when we are bombarded by convoluted and ambiguous messages from people and companies. Those that can speak clearly and plainly can create a great differentiation in the marketplace where clarity is highly sought after. Being direct means you tell the truth and are focusedContinue reading “Being Direct As A Strategy”
When You Don’t Know What To Do
Life can feel overwhelming. It is easy to feel disoriented and not know what to do. Today, is faster than ever. We have inputs coming at us from all sides and while technology has been a revolution, our capacities as humans have always been limited by what we can focus on. I can understand whenContinue reading “When You Don’t Know What To Do”
