Adam Wonnacott

Salesforce Showcase: Salesforce + Xero Integration

Salesforce Showcase: Salesforce + Xero Integration

Xero is one of the most popular accounting apps for SME’s. Salesforce Sales Cloud is the world’s number one CRM. What happens when you combine the two? At the very least, you can expect the Sales teams to be able to focus their efforts more strategically on the right clients; but the sky’s the limit! […]

The many reasons spreadsheets are not your friends

The many reasons spreadsheets are not your friends

People love spreadsheets. They’re a comforting way to push data around and track changes. BUT, there are many reasons why spreadsheets don’t work beyond the most basic of use cases. Here’s why we shouldn’t be afraid to shake off the limitations of spreadsheets and move towards a database structure.

87% of credit managers admit systems automation would increase efficiency

87% of credit managers admit systems automation would increase efficiency survey image

87% of respondents in a recent D&B / CICM survey believe automation will improve the efficiency of their team in the next three years; but most have made little progress towards their digital transformation goals. 

Predictive Analytics: The Credit Manager’s Crystal Ball

Predictive Analytics: The Credit Manager’s Crystal Ball

Wouldn’t it be great if we could accurately identify which customers or prospects are going to default? We would be able to refuse or restrict credit terms and prevent the businesses we represented from being stung by insolvency; we would be nothing short of psychic credit superheroes! But is it possible?  

White Paper: Achieving Digital Transformations with Low Code Development

White Paper: Achieving Digital Transformations with Low Code Development

This paper is intended to set out how organisations can (and are) leveraging Low Code development on Platform as a Service (‘PaaS’) infrastructure to help expedite their digital transformation by delivering connected, intelligent business applications in a secure environment.

“Training Issue” + “User Error” = Bad System Design

“Training Issue” + “User Error” = Bad System Design Salesforce Consultants drive out user error

‘It’s a training issue’. ‘I’m afraid it’s user error’. We hear these justifications frequently in a customer service environment when something goes wrong. But how often should we really be attributing ‘user error’ to bad system design? Whilst it might be idealistic to say that the right system can design-out all propensity for error, it’s […]

Why your sales team doesn’t use CRM

Why your sales team doesn’t use CRM User Adoption

‘I’m too busy’. ‘I’m not great with computers’. ‘I’ve got my rolodex, I don’t need a CRM’. Salespeople are a tricky bunch. The great ones have their idiosyncrasies and sales managers will often be inclined to overlook them as long as the team delivers new business. But a good team is only part of the […]

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