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Praise for® Secrets of Success


“ is usually thought of as an SFA system, but it really needs to be thought of as a full-fledged CRM. For more than five years, I’ve headed up marketing teams trying to expand the power of SFDC for highly automated Internet customer interaction systems.® Secrets of Success is required reading for the modern marketer, sales exec, or customer support professional.”

Mark de Visser, CEO of Sonatype® Secrets of Success is terrific because it gives guidance to every major executive, as well as tactical recommendations to the implementation team. Using this book’s methods ensures the high user adoption rate we achieved at Syneron. It also provides hundreds of tips that save time and money in the real world.”

Doron Gerstel, CEO of Syneron Medical® Secrets of Success helps the busy executive figure out what to do—and not to do—when a Salesforce system is being built or extended. I appreciate the balance it provides, giving strategic guidance to the executive team and tactical tips to the implementers.”

Dave Kellogg, CEO of Mark Logic® Secrets of Success focuses on the business processes that surround SFDC—the things that people do to leverage the system and become more effective. Any organization going through internal change in sales, marketing, or other customer-facing teams needs to see and work on the big picture. This book helps them do just that.”

Jon Lambert, CFO of Wombat Trading Systems division, New York Stock Exchange


“Mr. Taber takes a hard look at reality and CRM systems and finds the way to bridge the gap between the two using You are sure to succeed with your initiative by reading this excellent book. This is the ‘manual’ we were all looking for.”

Joshua Meiri, User Group Leader® Secrets of Success combines Agile with, the most widely used, hosted SFA system. Taber takes it one step further by telling product marketers and product managers how to use SFDC and the latest Agile tools to do their jobs better. A must-read.”

Rich Mironov, CMO of Enthiosys® Secrets of Success is the distillation of lessons learned at dozens of SFDC customers, and every lesson has been put in terms that people at every level of the organization can understand. I only wish this book had been out when we were building out our system—we could have saved endless meetings by simply following its best practices.”

Daniel Moskowitz, CFO of Zend Technologies® Secrets of Success is an invaluable guide for the executive wanting to get the most leverage from The book tells the executive what to ask for—and what not to ask for—to get the best revenue visibility and results from the team. We’ve been steadily expanding our SFDC system to make it into a full-fledged CRM, using the techniques from this book. This book is highly recommended for companies that want to grow their size and sales performance.”

Dave Robbins, CEO of BigFix® Secrets of Success is the first book to apply Agile methods to SFA/CRM systems development, and it breaks new ground for both the technologist and executive. At ThoughtWorks, we’ve been using Agile for years, and Taber’s Salesforce approaches really pay off.”

Roy Singham, CEO of ThoughtWorks


“I have been waiting years for this book and never knew it! David Taber has written an excellent guide to the benefits and pitfalls of implementing SFDC and, in the process, provides insight and valuable information on successfully navigating through user groups, management, sales, marketing, and IT departments to get the best results.”

Dan Weiss, Manager of Sales and Marketing Applications, Bell Microproducts

Quatrième de couverture

Drive Better Productivity and Increase Saleswith–Starting Now


Discover Real-World Best PracticesWithout Paying Expensive Consultants


You’re investing in for one reason: to drive major performance improvements across your entire organization.® Secrets of Success will help you do just that. Drawing on his experience with dozens of deployments, author David Taber offers expert guidance on every aspect of deployment, with results-focused best practices for every area of the organization touched by, including sales, marketing, customer service, finance, legal, and IT. This is information you’d otherwise have to pay a consultant $300/hour to get...information you won’t find in any other book!

Taber walks you through developing a comprehensive and effective implementation strategy, followed by tactics and specifics to overcome every challenge you face, including internal politics. Through this book and its companion Web site,, Taber provides questionnaires, step-by-step guides, and extensive resources–all part of the Revenue Overdrive™ system that gives your organization maximum results from

  • Achieve higher end-customer satisfaction and dramatic sales productivity gains
  • Use the SFA Maturity Model™ to assess readiness, fill gaps, and gain early, deep user adoption
  • Overcome “people, product, and process” pitfalls that can limit the value of
  • Learn which tools, add-ons, features, and extensions are right for your implementation

This book’s start-to-finish roadmap for success can be used by companies of all sizes in all industries–with specific chapters for executives, team leaders, implementation team members, developers, and users throughout the business.

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Commentaires client les plus utiles sur (beta) 25 commentaires
13 internautes sur 13 ont trouvé ce commentaire utile 
Definitely has helped our Implementation 1 octobre 2009
Par P. Key - Publié sur
Format: Broché Achat vérifié
I didn't know David Taber before buying his book, though we live in the same area. Our organization implemented Salesforce about six months ago and have had great success with it in the Professional Services Department, but things had stalled in getting other departments, such as Sales and Marketing, to use the system.

We actually hired David as a consultant largely based on the depth of knowledge he showed in the book. In particular he tackles the hurdles that Salesforce adoption has in organizations and gives astute advice on how to address them. We are a smaller company than the Salesforce tutorials address, and I found better takeaway help from David's book than I did from the online Salesforce materials or the phone help salesforce provided with our expensive enterprise edition installation.

It did take working with David (or you could use other consultants) to go from very skeptical about Salesforce's value to us to developing a focused plan, customization, and adoption by other departments. David practices what he writes about--it's not consultant vapor-advice.

I should add that I have done a lot of high-level editing in my career, and David writes well and has created a structure that you can dive into in any section.

I highly recommend the book for those who have stared at Salesforce screens and said "Why don't they let me do this simple thing" as well as organizations that need a comprehensive strategy to get value out of the Salesforce platform.
7 internautes sur 7 ont trouvé ce commentaire utile 
Solid book on SFDC best practices 10 novembre 2009
Par Roger Thomas - Publié sur
Format: Broché Achat vérifié
I really enjoyed digging into this book. It is well organized and well written. The book helped me grasp how the data is structured in SFDC and how best to tie my marketing programs into SFDC.
6 internautes sur 6 ont trouvé ce commentaire utile 
Great tool for helping with SalesForce Integrations. 8 janvier 2010
Par Sean J. Baioni - Publié sur
Format: Broché Achat vérifié
I am a Sales Manager by trade so being in charge of my company's CRM database is not my first choice. This book is an excellent read for people like me who are trying to squeeze the potential out of using SalesForce as a profit engine for my small company. The lessons Dave teaches clarify the complex environment that integrating an e-commerce, accounting and licensing database can bring if your not a programmer. I feel like I can tackle integration projects with a fresh perspective that will give my team a CRM system built for success.
3 internautes sur 3 ont trouvé ce commentaire utile 
Excellent book! 16 octobre 2009
Par Scott J. Arfsten - Publié sur
Format: Broché Achat vérifié
I did a few implementations of Salesforce and knew there were lessons learned in the process and David's book hit them right on target. I could not stop reading this book as each chapter related to something I ran into and wanted to know more about.

This will definately help in my next implementaton and I apreciate the way David wrote this book, easy to read and right to the point. He didn't waste my time with fluff.
3 internautes sur 3 ont trouvé ce commentaire utile 
Great if you're a large organization, not otherwise 24 janvier 2013
Par Stephen N. Baker - Publié sur
Format: Format Kindle Achat vérifié
This book is a great overview of implementation practices for large organizations. Smaller companies would get much less out of this book.
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