Adam Wonnacott

From Poacher to Gamekeeper : Building a Career in Salesforce

From Poacher to Gamekeeper : Building a Career in Salesforce

Having just achieved my 10th Salesforce Certification, Application Architect, I wanted to share a little about why I chose Salesforce consulting as a career change and what I learned in the process. If you’re working in sales and thinking about a career change to Salesforce, I hope it helps and if you want any advice, feel free to DM me on LinkedIn!

Getting It Right First Time: The Value of Salesforce Consulting Partners

Getting It Right First Time: The Value of Salesforce Consulting Partners

Based on several studies over the past 20 years, around 50-70% of CRM projects fail.

Getting it right isn’t easy; which is why Salesforce Consulting Partners like Appdraft exist. Here are just a few examples of the complexities that you’ll need to tackle; whether or not you’re into DIY!

An Exact Science: Forecasts in Salesforce

An Exact Science: Forecasts in Salesforce

Sales Forecasts help businesses understand how they’re tracking against revenue expectations.

The Forecast and Quota tools in Salesforce Sales Cloud are some of the most under-used but effective tools in the Sales Cloud suite.

This article looks at Forecasts in detail, together with some recent advancements in the Salesforce Spring ’22 release.

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?  

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