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.

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
Tip

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.

5 Dreamforce 2017 takeaways to guide your CRM strategy

5 Dreamforce 2017 takeaways to guide your CRM strategy

Dreamforce is the largest single-technology conference in the world, and it’s complete sensory overload. But there are some messages you need to pick up, loud and clear, for your CRM planning assumptions.

How to plan a CRM project that's guaranteed to fail

How to plan a CRM project that's guaranteed to fail

We all want our CRM projects to succeed, and one way of making a winner is avoiding the characteristics of failed projects. Think of this article as a recipe for disaster and follow none of the advice herein.

What to do when your CRM project fails

What to do when your CRM project fails

Many IT articles discuss how to avoid project failures…which is great, but according to industry analysts, at least one-third of CRM projects fall short. Here, we’re going to explore what to do if you’re in that unlucky 33 percent.

Salesforce certifications: When they matter, when they don't and what to look for

Salesforce certifications: When they matter, when they don't and what to look for

What you should know about Salesforce certifications for your staff, your consultants, and your project.

25 questions for screening a Salesforce Sales Cloud consultant
Tip

25 questions for screening a Salesforce Sales Cloud consultant

Some parts of vendor evaluation never change, but doing a deeper screening for your Salesforce Sales Cloud system in particular, and cloud-based sales CRM in general, is critical. These questions will set you (and your consultant) up...

20 questions for screening a Salesforce Service Cloud consultant
Tip

20 questions for screening a Salesforce Service Cloud consultant

Some parts of vendor evaluation never change, but doing a deeper screening for your Salesforce Service Cloud system in particular, and cloud-based service CRM in general, is critical. These questions will set you (and your consultant)...

20 questions for screening a Salesforce Marketing Cloud consultant
Tip

20 questions for screening a Salesforce Marketing Cloud consultant

The biggest issue with Salesforce Marketing Cloud projects in particular, and cloud-based marketing CRM in general, is matching the soaring goals and promises to the actuality of staff and funding. These questions will help you find a...

15 questions for screening a Salesforce Platform Cloud consultant
Tip

15 questions for screening a Salesforce Platform Cloud consultant

Salesforce Platform Cloud projects in particular, and CRM platform projects in general, have a wide range of requirements and practices, so you are going to need to think about “drill down” questions to ask potential consultants to...

Tip

Working with a Salesforce consultant: Understanding the process

Before you sign a contract with a Salesforce.com consultant, or any cloud CRM consultant, you need to understand how the project is going to be run. This comprehensive list of questions will help you determine if the consultant you're...

How to choose the best Salesforce consultant: 25 key questions

How to choose the best Salesforce consultant: 25 key questions

When vetting vendors, references are essential. But with Salesforce consultants, and cloud consultants in general, a deeper screening will ensure you hire the best for your project. These 25 questions will help.

No shortcuts! Do cloud requirements discovery right

No shortcuts! Do cloud requirements discovery right

The discovery phase is the weakest part of any cloud project, but getting it wrong can cost you dearly. Here's how to do requirements discovery right.

6 things to look for in a cloud consultant

6 things to look for in a cloud consultant

How do you separate quality cloud consultants from the clowns? If you don't have a screening checklist in place — and let's face it, you probably don't — this short list of behaviors and policies is a good place to start.

A tale of two user experiences

A tale of two user experiences

The perception of software quality will be forged in the first 90 seconds. Don’t let your users experience what I had to go through.

Anatomy of a cloud project cost overrun

Anatomy of a cloud project cost overrun

A handful of areas in cloud integration projects produce cost ‘surprises’ with alarming regularity. Recognizing the pattern is the first step in solving the problem.

13 tips for managing the data in Salesforce.com

13 tips for managing the data in Salesforce.com

When family is visiting for the holidays, you need to have a credible ‘urgent project’ to keep you in blissful solitude. Here’s what I did over my Christmas vacation.

The 11-point audit for your Salesforce.com system

The 11-point audit for your Salesforce.com system

For most companies, December is the end of the fiscal year. And for business-critical systems, that means lockdown for any system enhancements. How are you going to spend your spare time? Here’s an audit you should be doing on your...

Has your cloud consultant gone crazy?

Has your cloud consultant gone crazy?

You might not have noticed it, but cloud implementation consultants and contractors have been acting increasingly stupid over the last couple of years. If you think this doesn’t affect you and your project, you’re wrong.

Load More