Insights

August 7, 2018

Program Management App on Salesforce AppExchange – Executing and Measuring Programs

August 7, 2018

Program Management App on Salesforce AppExchange – Planning Programs

August 7, 2018

Program Management App on Salesforce AppExchange – Overview

July 26, 2018

Salesforce CPQ # 1 – Requirements Workshops

When you roll out your Salesforce CPQ project, involve stakeholders from Sales, Sales Operations, Product Management, Marketing, Finance, IT among others. The alignment of the right teams and representatives is critical to the success of your CPQ initiative. In this series, we go through artifacts and discussions from our Salesforce CPQ Requirements workshops
July 26, 2018

Salesforce CPQ #2 – Stakeholders and Processes

Map out the stakeholders of a CPQ system to the business functionality each of the groups need from the system.
July 26, 2018

Salesforce CPQ #3 – Business Implications

What is the relevance of Salesforce CPQ systems for your organization ? Why is it relevant to you as a business leader ? We present the business framework we use to discuss CPQ in our workshops. We discuss the implications of growth - the opportunities and challenges that growth presents and relevance of CPQ in this context.
July 26, 2018

Salesforce CPQ #4 – Project Requirements Worksheets

Think through the elements of CPQ across the dimensions of channel, customer segments, integrations when scoping Salesforce CPQ projects. In this extrA sample requirements template from our Salesforce CPQ projects.
July 26, 2018

Salesforce CPQ #5 – Reference Models

When you implement CPQ systems, you need a conceptual reference model for scoping and requirements gathering. Using our project work on Salesforce CPQ systems for SaaS firms, we go over a reference model we use as a starting point. It starts as a conceptual model during scoping and requirements gathering stages and evolves into a technical system design.
July 19, 2018

As your business grows, is your Salesforce implementation measuring up?

You are the leader of a growing company. You have invested in Salesforce products for your sales, marketing, may be customer service functions. You are now preparing yourself for a significant growth phase that you anticipate or perhaps you are already seeing in your business. As you expand and grow as a business, you are concerned that the strong customer relationships you have built, in your early years are now hard to scale, hard to replicate. You are now entering the phase where you are relying on the new front end staff that you’re bringing into the company to act entrepreunerial and take care of your customers with the same care and closeness when you were smaller. And you are concerned that the Salesforce implementation you have in place is no longer fitting your expanding portfolio of products, services, customer segments, customer channels.