Protecting Your Salesforce Org: Navigating the Upcoming Connected App Restrictions & Lessons from the Data Loader Breach
Introduction As a Salesforce administrator or leader in your organization, staying ahead of changes and threats is crucial. Starting early September 2025, Salesforce will enforce a new Connected App Usage Restriction, blocking access to uninstalled connected apps. Understanding this change and learning from recent high-profile incidents—like the Data Loader breach—can help you safeguard your org proactively. Change […]
How a Global Software Company Transformed Revenue Intelligence with Predictive Forecasting in Salesforce CRM Analytics
How Predictive Forecasting Transformed Revenue Intelligence in Salesforce CRM Revenue forecasting is a challenge for fast-growing SaaS and enterprise software companies. This case study shows how predictive forecasting in Salesforce CRM Analytics helped one global company improve forecast accuracy, data quality, and long-term business agility. As customer demands evolve, deal cycles lengthen, and renewal patterns […]
From Order Taking to Revenue Intelligence: A Roadmap for CRM Transformation
The Whiteboard Moment: Why CRM Transformation Matters I have been in the world of sales for over two decades, and one thing has not changed: the look on a CxO’s face when their CRM data does not add up. I remember standing in front of a whiteboard with an Operations Leader named Joe Bloggs. He […]
Thinking About Salesforce Costs? What Every Senior Leader Should Know
However, unlocking that level of value comes at a cost. And unless you understand where those costs lie, it is easy to underestimate the scope and complexity of a Salesforce project. Whether you are implementing Salesforce for the first time or scaling an existing setup, this blog walks through the key areas you need to […]
You Bought a Lamborghini (Salesforce/Agentforce). Now What? Swami Bala Founder
Ever feel like you’ve bought a Lamborghini and parked it in the garage? You’re not alone. I have heard this line from countless CxOs, VPs of Operations, Sales Directors, and Technology Leaders who’ve invested heavily in Salesforce/Agentforce, and aren’t sure what they’re really getting out of it. My name is Swami and I am the […]
From Booked to Recognized: Fixing Revenue Reporting Gaps in Salesforce | Revenue Recognition for CROs & RevOps
Note: This is not intended as financial or GAAP-compliant reporting but rather a revenue recognition tracking approach for operational visibility within Salesforce. For Chief Revenue Officers (CROs), VPs of Sales, Sales Operations, and Revenue Operations leaders, ensuring accurate revenue recognition reporting in Salesforce is crucial. Booking a deal is only half the story—tracking when and […]
Talk the right amount in meetings!
TL;DR – Just look at the post image to help you talk the right amount in meetings. We – humans – love to talk, that’s in our genes. That’s how humans evolved to become one of the most innovative life forms – by passing information between our tribes, our friends, and our children. One thing […]
LEADRNING Without A Title
Let’s assume that you’re a safe pair of hands and get things done. Let’s assume that you don’t really worry about who gets the credit as long as the outcome is achieved. Finally, let’s assume that you know what your strengths and blind spots are and you’re not afraid to ask for help when needed. […]
To Agile or Not To Agile – Part 1
I am often asked the question on when someone should use Agile to deliver Salesforce and Data Projects; I could go the typical consultant way and say: ‘well…it depends!’ – but of course, I don’t want to do that! However, before I could either give you the answer or a framework to approach this question, […]
Exciting announcement about our Joint Venture!
‘Connecting Business’ and ‘Sweet Potato Tec’ announce Joint venture to enhance their long-standing relationship – 03rd August 2020, London, England. Connecting Business Limited (‘CB’) and Sweet Potato Tec Limited (‘SPT’), are delighted to announce the establishment of a joint venture to further expand their long-standing working relationship with the aim of strengthening their combined resources […]