The History, and future, of Kicksaw

The Start Kicksaw got its start unexpectedly.  One evening in April of 2015 I received a message from a former co-worker who needed help with Salesforce. At the time I was running Business Ops for a startup and wasn’t considering SFDC consulting as a career but like all good things, they often show up unexpectedly. The call went well and we agreed that I’d

Salesforce 101: How To Clean URLs in Salesforce

Overview One common complaint we get from customers is how inconsistent websites and URLs are stored in the system. Often, reps will include www or https or fail to clean the url params when entering data. Messy data makes it more difficult to identify duplicates, makes matching leads to accounts more difficult and generally makes data governance a pain. One of the first steps we take for all

How to Build a Round Robin in Salesforce

Background The goal of any B2B marketing team is to drive brand awareness, brand association and, ultimately push users to ask for a demo. Most companies fall into the bucket of having almost no leads, and focus purely on outbound efforts. One customer of ours ran into the opposite problem. They were inundated with high quality leads were running into problems, primarily that reps