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 backups or audit trails? Yes, please
You’d think that either thorough backups of your CRM system or full audit trails would be enough to keep you out of trouble. Life should be so simple.
The dirty secrets of project management revealed
Thousands of project managers are in a mad rush to push IT projects live on July 1. Why are PMs more than willing to go over budget than miss a deadline?
Best practices for cloud spring cleaning
In the cloud, there are some insidious and barely visible new sources that contribute to software entropy.
2015 Resolution: Stop Dumb Procurement Practices for Consulting Services
What if everything you know about choosing a consultant and buying consulting services is wrong? What if your best practices are actually hurting you, and you don’t even notice?
Considering CRM consolidation amid corporate merger mania
With all the corporate combinations going on, the topic of CRM system consolidations inevitably comes up.
Best practices for Salesforce.com administrators
The lists below summarize which tasks need to be done at standard intervals, including a pro-forma time budget. While the terminology and specifics focus on Salesforce.com specifically, the general administrative principles apply to...
How to make accounting and CRM systems play nice
It's a natural request: Integrate CRM with expense claim, accounts receivable and other accounting systems. It's also a bad idea, because accountants are from Mars and salespeople are from Venus.
3 Good Ideas From Government Software Projects
If you've read any of my articles, you know that the agile practices I advocate are rarely even tried in government projects. How can the guys who popularized the Gantt Chart and the PERT diagram help modern software projects? Oh, and...
Why That Zero-feature Cloud Software Release Doesn't Cost Zero Dollars
When it comes to budgeting for cloud software, it's important to have some solid data about the cost of deploying a "zero-feature" update, the likelihood of encountering latent bugs, and the level of effort required for simple...
Is your CRM implementation architecture or interior design?
Just because your CRM project involves software, infrastructure and the cloud doesn't mean it's just an engineering project. There's some design work involved, too -- and, as any homeowner can tell you, sometimes the window dressing...
How to Turn Customer Service Into a Profit Center
'The Producers' profited from an idea that was supposed to lose money. Most companies are happy if their call centers produce zero margins. It doesn't have to be that way.