Category: Performance

In this episode, Robert and I dig deep into Integration Events. What are they? Where did they come from? How can I use them? Should I use them at all? All your questions are answered!

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We’ve talked many times before about the value of using Indexed Custom Fields (ICF) to juice your performance. It’s clearly important to think about this when you are going through initial design and configuration. But what about after deployment – when you start to figure out exactly what bits of data are being most heavily searched and reported on?

Lose not hope! Even in a live system, months or years after initial launch, you can make the move to ICFs with a little care and planning. And let’s face it – every CRM system is going to need some tuning after a while. Business needs evolve or sometimes change dramatically and your CRM application must keep up. So let’s dig into how you can make a slow dog field into a sprinter.

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It’s been a while since Robert and I got together on the ole’ podcast, so we were both eager to dive into this episode. And today we tackle one of those activities that is part of every implementation. The mid-morning cookie break? No! Data import, of course!

Robert and I discuss the strategies to employ and the pitfalls to avoid when planning your data migration.
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Today we tackle a topic that every company deploying CRM wrestles with – how to get users to actually use the system! In this super-sized episode, I am joined by my long time colleague Tim Koehler to talk about user adoption. Tim is a recognized expert in the topic and, more importantly, co-author of the CRM On Demand Deployment Guide.

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So a few weeks ago Robert and I posted an episode called ‘Five Things about Performance’. We went through a number of things – five, to be exact – that can impact performance. We got some great feedback on that episode and also a couple of comments asking us to turn our attention to performance of Analytics and Reports. Why is it any different? Mike Lairson joins me to explore this topic.
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Welcome to another Five Things podcast. Today’s topic is Performance, which is something Robert and I deal with a lot. In fact, I’d say it’s the number one reason we engage with customers.
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