Resources
Learn how our Salesforce experts and customers drive growth and success.
What We’re Thinking About These Days
Tune into Neocol’s featured resources to keep up with what is happening at Neocol, updates in the subscription economy, and more
Scale to IPO: Uniting Sales, Finance, & Customer Experience
Success Stories
Real-world examples of how our Salesforce experts drive growth and success for subscription companies.
What Our Customers Are Saying
Chiro Chatterjee
"Neocol is a nimble, flexible org, always ready to partner with the us. Their knowledge of Salesforce is exemplary and helped guide us on things small and big outside the scope of their project."
Theresa Zajicek
“I enjoyed working with the Neocol group. They were fun and energetic, and were always able to come up with several different options and ideas to help us accomplish our project goals. They had team members with various skills in different areas to help us with both Salesforce architecture & process and navigating ways to ensure compliance with accounting principles.”
Doug Anderson
“Neocol is a very hands-on partner and is willing to do whatever is needed to get the job done. When presented with an issue, Neocol was prompt at resolving the problem and explaining what broke down and exactly what the fix was -- this was very beneficial for future issues that may arise.”
Blog
Resources and News
Spotlight: Oscar Guggiana Neto
“I love Salesforce CPQ because it challenges me every single day. I have found a new passion!” Oscar Guggiana Neto: A journey geographically, professionally and personally Oscar Guggiana Neto, a Solution Architect, searched for opportunities to relocate from Brazil...
Spotlight: Drew Adams
What is a day in the life of a Solution Architect superstar? Get to know more about Drew Adams, who has a passion for CPQ and Coffee. Drew Adams: Coffee with CPQ Drew Adams has participated or led in the launch of over 500 physical and digital products throughout...
Spotlight: Brooke O’Donnell Grijalva
We carry through Women's History Month by recognizing some of our fantastic team. Brooke O'Donnell Grijalva: An Invitation to a New Career Path Brooke O'Donnell Grijalva, Sales Director, is proud to have contributed to Neocol's Westcoast expansion by growing client...
Spotlight: Kayleigh Blair
We continue to highlight some of our fantastic team recognizing Women’s History Month. Kayleigh Blair: Modern Ohana Kayleigh Blair, a Lead Solutions Engineer, is an avid learner, arming herself with more than 90 badges and certifications since joining the...
Spotlight: Shelby Carlson
Get to know a former scout in honor of the Girl Scouts' birthday, March 12. Shelby Carlson: Solution-Driven Volunteering and Project Management Giving back and being challenge-driven started at an early age for Shelby Carlson when she joined Girl Scouts in...
Spotlight: Jennifer Logemann, PMP
We salute Women's History Month by spotlighting some of our tremendous team. Jennifer Logemann: A little Old Dominion with Cheese Enchiladas Jennifer Logemann, PMP, Senior Director, PMO, is a dependable, results-driven team leader who elevates her team to improve...
Is Salesforce Revenue Cloud the Solution Your Business Needs?
In today's complex digital marketplace, having a streamlined solution that combines automation and data management like Salesforce Revenue Cloud is crucial for businesses to succeed. Over the past decade, software companies have developed and launched new products to...
ASC 606 – The Top Consequences of Noncompliance
When you talk about Revenue Recognition with your colleagues, you often talk about what you need to do to be in compliance with ASC 606. But, how often do you talk about the consequences if you're not? The consequences can be different depending on ownership of...
Reduce Turnover on Your Revenue and Finance Teams
If you manage a finance team (and even more specifically, a revenue team), one of your biggest challenges may be employee burnout, turnover, and attrition of top talent. When you have driven, intelligent, out of the box thinkers that worked hard in college to earn...
Full Automation vs Enterprise Resource Planning
Automating your front-office and back-office processes may be top of mind if you’re doing one of the following: Planning to IPO and need to decrease human error. If you are public and trying to decrease audit time and costs. You are just trying to retain good talent...
Leveraging Storytelling to Influence Business Transformation
Tools don’t tell the story; people do! They do so by creating an experience for their audience. Improvements in technology have increased access to tools that display data, creative visuals and quickly tell a story with pictures - yet there remain gaps in capabilities...
Getting Training Right for Go-Live
Go-live is an exciting and intimidating time in every Salesforce project. How do organizations ensure go-live does the following? Achieves overarching success.. Leads to users adopting strategies Leads to project sponsors achieving return of their investment quickly....
Why You Should Consider Business Process Re-Engineering
Business Process Re-Engineering (BPR) focuses on the analysis and redesign of business processes and workflows within an organization. BPR most often involves the redesign of core business processes to achieve dramatic improvements in efficiency, productivity and...
Employee Spotlight: Thane Tagg Jr., Director of Solution Engineering
The next Neocol employee we are eager to highlight on our blog is one of our newer hires, Thane! How did you end up at Neocol? I joined the team at Neocol two months ago. The strategic vision of the company to help accelerate customers using the Salesforce Revenue...
3 Things to Know About Subscription Sales in 2021
Even amidst a global pandemic that shook the world in 2020 (and continues to), companies that utilize subscription-based selling are having more success than ever. Read on to learn three things about subscription selling that could help your organization become more...
Neocol Designated Salesforce Gold Consulting Partner
Neocol is thrilled to announce that Salesforce.com has awarded their Gold Partner distinction to Neocol. Neocol was founded in 2003 by Ryan Lott as a management and technology consulting firm. In Q4 of 2018, Neocol pivoted its business model with a tightly defined and...
New Year, New Opportunities: Get Back to The Business of Running Your Business
Some of you may be coming off a great sales-kick-off and are one month into your 2021 business journey. You may have just closed out your fiscal year in January like our partners at Salesforce. Wherever you are, we are all one month into 2021 and there is a lot of...
How the Subscription Economy Has Evolved & 3 Ways to Shift Your Business
Despite a slight economic downturn in 2020, the subscription economy is continuing to grow and subscription-based companies are continuing to significantly outperform product-based rivals. Over the past few decades, customers were happy with general product offerings...
Employee Spotlight: Matt Mayhugh, Former United States Marine Corps
In 2014, Salesforce introduced Salesforce Military and more recently, Trailhead Military. The Trailhead Military program connects its members to free training, certifications, and career opportunities within the Salesforce ecosystem. The program is available to active...
Subscription Economy: Is Traditional Selling Old News?
What is Subscription Economy? To understand the term subscription economy, you need to know what subscription-based selling is. This type of sales model involves recurring payments by customers in exchange for access to a product or service over a period of time. This...
Neocol’s Best of 2020
2020 was a year filled with significant changes that stunned the world. While many businesses worldwide were severely impacted by everything 2020 threw their way, here at Neocol we feel beyond fortunate to have experienced an incredibly successful year. When we...
Change Management vs. Project Management
Many people are familiar with the concept of project management. There are professionals out there that are experts in managing projects from conception to execution and help keep all stakeholders on track. As change management becomes as much of a household name as...
Internal Training Is Not a One-Time Event
Do you remember when you learned how to ride a bike? It surely took more than one attempt, and may have resulted in some falls before celebrating your freedom from training wheels. Just like riding a bike, training is not a one-time event, it is an ongoing process....
How to Convince Skeptical Employees to Adopt New Solutions
Quite often technology projects, such as a Salesforce implementation, tend to mix-up their focus. Organizations should first consider the day-to-day impact on end users from new technology implementation before prioritizing technical requirements. Convincing your...
What is Change Management?
Change usually isn’t an easy thing for most people and organizations but it is an inevitable part of business. Fortunately, there are professionals that help individuals and organizations handle change, and they are the experts in the discipline of Change Management....
Proactively Prevent Churn 
Prevent customers from canceling or decreasing their subscriptions and related services.
Fuel Product-Led Growth
Position products as the main drivers of customer acquisition, activation, satisfaction, retention, and scalable expansion.
Quote w/ Speed, Accuracy,
& Control
Scale your business with essential controls, accuracy, and flexibility that drive top-line revenue.
Ignite Partner Relationship
Management
Unleash your partner network to
enable growth and provide world-
class service to your customers.
Best-In-Class CX Customer
Experience
Deliver personalized experiences to customers through innovative marketing, sales, service, and engagement strategies.
Unlock Efficient Self-Service
Drive efficiency, reduce costs, and make it easier for your customers to do business with you at any point of their journey.
Automate Revenue
Recognition
Eliminate manual worksheet-driven processes by creating a fully automated, common source of truth.
Harvest Game-Changing
Intelligence & Data
Leverage data and AI across your business to optimize your operating model, supercharge performance, and make informed decisions.
Streamline Billing
& Collections
Automate invoice generation and contract updates to drive efficiencies.
Drive profitable top-line growth selling through your partners
Meet your customers where they want to be met
Simplify the complexity and strain around evolving revenue recognition mandates
Delight your customers by enabling a simple, easy-to-use payments page
