David Taber

David Taber is the author of the Prentice Hall book, "Salesforce.com Secrets of Success," now in its second edition, and is the CEO of SalesLogistix, a certified Salesforce.com consultancy focused on business process improvement through use of CRM systems. SalesLogistix clients are in North America, Europe, Israel and India. Taber has more than 25 years of experience in high tech, including 10 years at the VP level or above.

3 CRM use cases: Which is right for you?

Prepping for Dreamforce 2018: The 1 thing to do right now

Prepping for Dreamforce 2018: The 1 thing to do right now

Dreamforce is 6 weeks out, and the way to get the most out of that week in San Fran is by taking quick action now.

3 reasons CRM financial analysis always fails

3 reasons CRM financial analysis always fails

A smart person once said, 'As long as you're asking the wrong questions, it doesn't matter what answers you come up with.' When it comes to making the business case for CRM, the CFO is likely to ask too many of the wrong questions.

10 things you need in a CRM vendor proposal (and 3 you don't)

10 things you need in a CRM vendor proposal (and 3 you don't)

If you're doing a CRM system conversion, expansion, or initial implementation, there are some things you need to look for — and look out for — in a vendor proposal. We'll help you sort it out.

CRM and GDPR: 8 points you may have missed

CRM and GDPR: 8 points you may have missed

Today is the first day of the rest of your life … or at least of the endless process of GDPR compliance. Your customer relationship management (CRM) and marketing automation systems are ground zero for GDPR issues, but that’s not all....

10 dirty secrets of CRM

10 dirty secrets of CRM

CRM vendors cash in on your hopes for revenue, profitability and collaboration. And it's all true … except for the parts that they leave out. Here are some truths that they won't share but you should understand.

Building a customer community: 13 critical questions to get started

Building a customer community: 13 critical questions to get started

Salesforce, WordPress, Simplemachines, BB engines…they all have demos for community-building tools that will daze and amaze. But which one’s for you? Don’t go shopping until you’ve answered these questions.

Deduping in Salesforce: The complete how-to

Deduping in Salesforce: The complete how-to

Don’t be duped by Salesforce.com duplicate records. Deduping seems like one of those routine system maintenance issues, but it’s actually very tricky and there's no undo.

Salesforce administrator responsibilities: What needs to be done and when

Salesforce administrator responsibilities: What needs to be done and when

What does a Salesforce administrator do all day, week or month? Here's the general rundown.

CRM vs. ERP: What's the difference and which do you need?

CRM vs. ERP: What's the difference and which do you need?

Both CRM and ERP systems handle contacts, companies, quotes, orders and forecasts… and they may handle line-item configuration, bundles, delivery schedules and invoices. Where does one start and the other stop? Behold this guide for...

CRM vs. marketing automation: What's the difference and which do you need?

CRM vs. marketing automation: What's the difference and which do you need?

Both CRM and marketing automation systems handle leads, contacts and companies, but where does one start and the other stop? Behold this guide for the bewildered.

Salesforce Lightning vs Classic: What you need to know now

Salesforce Lightning vs Classic: What you need to know now

Salesforce Classic isn't going away anytime soon, but that doesn't mean you shouldn't be planning your move to the new Lightning UI. Here’s a transition guide for the bewildered.

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