February 4, 2017

The Salesforce CRM Project Types

Your Salesforce CRM project may be one of several types. ‘Build from Scratch’',• Automation of manual CRM process, Migrations, Enhancements and re-designing current processes
August 4, 2016

Requirements gathering sessions

While the mix of sessions, duration and attendees will be tailored for each situation, here are some considerations for your requirements gathering interviews and group sessions: […]
February 23, 2016

Organizational model for the new business development teams

The sales and proposal teams pursuing new business development need to function as what the book ‘As One’ by Mehrad Baghai and James Quigley calls the ‘captain […]
February 16, 2016

Assess the organization culture for Salesforce adoption

In gathering requirements for a new Salesforce implementation, schedule a session with the executive sponsors to gauge among other things, the ‘culture’ of the organization. Focus […]
February 14, 2016

Tenant Relationship Management for the real estate firm

For real estate firms, CRM comes down to “Tenant Relationship Management”. Every real estate firm that manages properties has marketing teams identifying target tenants, running campaigns […]