Articles by Traci Whetzel

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Traci Whetzel is our Salesforce practice lead. She has 15 years of experience in CRM, business development, and lead management consulting, for fortune 500 manufacturers, transportation providers, and small to medium-sized organizations. She specializes in Salesforce Sales Cloud, Service Cloud, Pardot, and overall Salesforce strategy and management.

Five Ways to Prepare for Dreamforce 2022

As we prepare to head to Dreamforce 2022, we look at a few tips and tricks to make your experience seamless and memorable.

3 Steps to Take When Salesforce Adoption or Reporting is a Mess

You’ve deployed Salesforce in your company. Yet almost daily, you seem to realize one more challenge you are facing with optimizing your usage of Salesforce. The data you are looking for is nowhere to be found. The customer interactions that

Salesforce Is Growing Again: With Slack Acquisition, It Prepares to Build on Microsoft Collaboration

Traci Whetzel explains what Salesforce’s recent acquisition of collaboration hub Slack means for future users of the CRM giant.

Success With Salesforce: Start Your Journey on the Right Path

Take a look at six preconceived notions about Salesforce before you begin planning for a new CRM solution. You may be surprised how much you like it.

Take a Moment to Conduct an Assessment on your Salesforce Sales Cloud

Using Marketing Automation tools, such as Salesforce Marketing Cloud allows you to streamline sending emails both externally and internally.

Salesforce Quip’s Role in Your COVID-19 Response

Salesforce Quip offers a variety of features that make it easier to do remote work during COVID-19.

Finding the Fun in Remote Work

How can team leaders keep morale high for newly remote workers? Salesforce lead Traci Whetzel has worked from home for years while leading virtual teams.