Fortimize Now A Salesforce Financial Services Cloud Launch Partner

Fortimize Extends Reach of Salesforce Financial Services Cloud With Access To Business Process and Technology Experts Who Optimize Growth For Financial Services Organizations SAN FRANCISCO – Mar. 9, 2016 – Fortimize today announced it is extending the reach of Salesforce Financial Services Cloud with services experts who are well-versed in complex business processes and specialize […]

Collaboration Wins!

Compete or cooperate? We are made to work in community and we thrive in a collaborative environment. When we value our different and complementary abilities, we can accomplish amazing things–together! The evidence is in–check out this compelling TED talk.

Are Money-Losing Product Or Service Lines Costing Your Business?

I learned a unique term today that you’ll soon know too. Plonkers. Plonkers are slow sellers with low gross margins. Too often, businesses keep these around as a part of a strategy, but at great cost. I loved how an innovator at Aussie pharmacy chain Rx Management found a way to get rid of plonkers […]

Is The Commercial Real Estate Industry Afraid Of Technology?

Did you know that one-third of the world’s commercial real estate industry is using outdated technology? It’s crazy to think that in our technology-rich society, some of the smartest and well connected people in the world are resorting to spreadsheets to manage trillions of dollars! Learn about the Altus Group who surveyed 300 international real […]

4 Daily Habits for Successful Leadership

Leadership starts with habits, but habits don’t just happen. They need to be cultivated and put into practice. Recently, I read a list from Square that includes habits that successful entrepreneurs should have. It got me to thinking–what about my habits? Here are 4 Habits I’ve adopted and practice daily: 1.) Don’t get out of […]

Is It Possible To Change Our Behavior?

If you’re a boss, parent, spouse, or friend, you probably already know that your initial response to others isn’t always well thought out. Oftentimes, it comes from a place of wanting to get things done quickly, have control, and win arguments. Knowing ourselves and admitting where we fall short in our relationships with others is […]

When Impossible Bucket Lists Become Real

Toward the end of every calendar year, the media comes out with a variety of “Best of” and “Top 10” lists that bring favorite moments, people, and themes from that particular year together. Perhaps this was where bucket lists were born. We all have things in life we want to accomplish: maybe we hope to […]

5 Signs of the Right Salesforce Implementation Partner

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3 Wins of a Professional CRM Implementation

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Thought Leadership Paper

Digital Transformation in the Financial Services Industry During COVID by Jim Collins