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.

Prepping for Dreamforce 2018: What to do now

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.

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.

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.

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.

25 questions for screening a Salesforce Sales Cloud consultant

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

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

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

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...

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