June 20, 2017

Context Diagrams for Project Scoping

We go over using Context Diagrams for defining the scope of a project. We cover the basic constructs of a Context Diagram - actors, use cases. Context Diagrams are a good first step for scoping a system and sets up the stage for estimating the project effort.
June 20, 2017

Context Diagram for Salesforce Implementation for a Non Profit Organization

In this video, we will go over the Context Diagram that we have been using to explain to non profits, the functionality that can be built out using Salesforce; more specifically using the Non Profit Success Pack (NPSP) from Salesforce.
April 17, 2017

Salesforce Trailhead – An Example of the Salesforce “System of Innovation”

Salesforce frequently gets ranked as one of the most innovative companies in the world. It is natural to focus on the wonderful platform and products Salesforce […]
March 20, 2017

Getting Ready for AI

A successful AI initiative needs a prioritized roadmap, trustworthy data and a commitment to the iterative process. Get ready for Smarter Customer Relationships with AI.
March 6, 2017

Smarter Customer Relationships with AI

AI is more than prediction and can be leveraged today for building Stronger and Smarter Customer Relationships.Salesforce is leading the pack in bringing AI into Enterprise Software.
February 9, 2017

Strategic Themes for CRM Initiatives

Cross reference observations from your workshops and interviews analyzing current state and cross reference them against best practices to arrive at strategic themes
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
October 18, 2016

Dreamforce 2016 Takeaways – Part 1 of 3 (General Announcements)

Here are our observations from DF 2016, posted in three parts. These are observations coming from our client and partner interactions, and sessions we attended at Dreamforce 2016. […]
October 18, 2016

Dreamforce 2016 Takeaways – Part 2 of 3 (Enterprise Customers)

Migration to Lightning is underway at a number of customers. There seems to be two segments of customers when it comes to Lightning .. those that […]
August 7, 2016

Salesforce Data Governance

Here are some observations coming from an engagement at a Real Estate Investment Trust (REIT) on setting up Data Governance processes. Property managers, IT personnel, business analysts […]
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 22, 2016

Streamlining your Salesforce CRM Reporting

Over a period of time, organizations implementing Salesforce CRM end up with a large number of customized reports and dashboards. With limited process in place to […]
February 21, 2016

Building products and IP on Salesforce

The holy grail among the Salesforce implementation services partner is to create Intellectual Property (IP) that one could package and take to market. I observe a few broad categories: […]
February 18, 2016

Services Goliaths’ struggles with building Salesforce practices

Salesforce has become the poster child of sorts for modern enterprise software. This article is about the larger System Integrators (SIs) building Salesforce practices. Over the […]
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 […]