Insights

February 17, 2018

Strategic Thinking for Front Line Managers

What does it mean to be strategic, to be a strategic thinker ? We go over some discussions from workshops we run for our clients in the context of Growth and Salesforce CRM. This 5 minute clip discusses vision, drawing up the big picture, making decisions for future and leadership.
February 14, 2018

Training your Salesforce Nonprofit Success Pack (NPSP) Users and Admin

We go over the curriculum and an overview of topics from a representative training session for Salesforce Nonprofit Success Pack (NPSP). Our training for NPSP covers topics spanning both functionality and administration of the application. Functionality may include use cases for Fundraising and Program Management while Administration topics typically include best practices, process automation, reports & dashboards and appexchange tools.
February 7, 2018

Embedding Google reCAPTCHA v2 in Salesforce Lightning Component to Increase Security

Salesforce uses multi-factor authentication to increase security around your Salesforce setup. But you provide access to customers, partners and other external users through community and other […]
January 31, 2018

Dealing With 15 and 18 Character Salesforce Record IDs

Salesforce has a multi-tenant architecture and it identifies every record uniquely across all customers by assigning a unique Record ID to each record. As a Salesforce […]
January 22, 2018

Implementing Roll-Up Summary When You Are Dealt With a Lookup Relationship

In this blog we show how to implement roll-up summary on lookup relationships in Salesforce. This can add immense value to business users by providing useful […]
October 23, 2017

Is your Sales Strategy aligned to your Organizational Strategy?

What does it mean to align your Sales Strategy with the Organizational Strategy? How does one make this discussion real ? And what relevance does it have to Salesforce CRM implementations and vice versa - what relevance can your CRM have to this alignment?
October 11, 2017

6 Dimensions of Sales & Sales Strategy – Varasi Framework

We discuss the need for a framework and how we apply it in our client work with sales organizations of growing businesses. We go over the 6 dimensions of the Varasi framework and the key questions to ask and nuances to consider under each dimension.
September 4, 2017

Better Salesforce Solutions by Involving Users in Solution Design

User involvement is typically high during requirements and UAT. Here we highlight some methods to increase user involvement during design phase to strengthen solution design and increase adoption.
August 28, 2017

Strategy Series for the Growth Business – VRIO Framework for Assessing Strengths

In our Strategy Series for the Growth Businesses, we go over four questions you could use for assessing your organization's strengths. The analysis helps you assess which of an organization's strengths could provide a sustained competitive advantage and could be the basis of the organization's strategy.