Why I Still Like Reporting and Dashboards (and Why You Would Too)
In a world where buzzwords like generative AI, autonomous agents and no-code tools dominate conversations, it might feel tempting to dismiss traditional reporting and dashboards. Yet, at Sweet Potato Tec, we firmly believe that reporting and dashboards remain essential. We use them every day and are constantly tweaking and improving them. They provide structure, clarity, […]
How to Get Your Manager to Use & Buy Into Salesforce…(It should be easier)
Getting buy-in from your manager is one of the most critical steps in ensuring Salesforce is adopted thoroughly and successfully across your organisation. Too many promising CRM projects stall because leadership does not understand the value or make room for it in their strategy, budget, or culture or even day. At Sweet Potato Tec, we […]
Get better results without a GSI-Steve Jones
“The projects that never end Steve” This is what I often hear when I speak with customers at events shows or in general conversation with a senior guy working at a large corporate whilst watching our kids play football at the weekend. When organisations look to optimise or implement Salesforce, one of the first decisions […]
CRM Projects Really Can Fail (and What You Can Do Differently)-Steve Jones
CRM projects are often launched with high expectations, yet research shows that between 30% and 50% of CRM implementations don’t deliver the intended results. Why? It’s rarely the technology. More often, it’s a combination of strategy, execution, and alignment with the business. At Sweet Potato Tec, we’ve been delivering successful Salesforce projects since 2014, we […]
How We Pick Up and Fix Failing Projects
Salesforce is a powerful platform, but even the best CRM can fall short if it’s poorly implemented, underutilised, or not aligned with business goals. If your Salesforce project isn’t delivering results, or worse, is causing frustration, you’re not alone. At Sweet Potato Tec, we’ve been rescuing Salesforce projects since 2014, helping businesses turn struggling implementations […]
Sweet Potato Tec’s View-Salesforce vs HubSpot: Which CRM Is Right for You?
Choosing the right CRM is a crucial decision for any organisation. Both Salesforce and HubSpot are market leaders, each offering a strong set of features to help businesses manage customer relationships, automate tasks, and boost sales performance. This is what they’re really known for, but they also do much much more. They cater to different […]
What Is AgentForce and How Can It Help Your Sales Team Sell Smarter?
Sales teams today are expected to do more with less: more conversations, more pipeline, more personalisation, all with tighter timelines and increasing pressure to hit revenue targets. Enter AgentForce: Salesforce’s AI-powered sales assistant designed to help reps sell faster, smarter, and more effectively. AgentForce is part of the broader Salesforce AI ecosystem, bringing generative AI […]
Common Mistakes Companies Make When Implementing Salesforce
Salesforce is a powerful, flexible platform that can transform how businesses manage sales, marketing, customer service, and more. But like any enterprise system, the success of a Salesforce implementation depends as much on planning and execution as it does on the technology itself. Many companies learn this the hard way. Here are some of the […]
Optimising Salesforce for Growth Tips from Our Consulting Team: Sarav Muthu-Head of Delivery, Sweet Potato Tec
Sarav heads up delivery here at Sweet Potato Tec. With years of experience, he is the super user of the team and thrives when solving complex architecture problems. Over the past decade at Sweet Potato Tec, I’ve had the opportunity to support businesses of all sizes in maximizing the value of Salesforce. What I’ve consistently seen, across […]
What Does a Salesforce Implementation Partner Actually Do?
I get asked this question a lot: “What does a Salesforce implementation partner actually do? Do I really need one, and why can’t I just do it myself?” The honest answer is: yes, you can go it alone. But in most cases, that approach takes longer, fails to align with your company goals, and often leads to […]