Insights
June 11, 2017
In this video, we walk you through the Business Model Canvas, a powerful framework we have been using for business analysis in our client engagements.
May 1, 2017
Use data collected at granular levels from credible sources, when estimating intangible benefits from CRM initiatives. Alongside, the article provides some prompters for factoring in intangible costs.
April 24, 2017
The users and choosers of the system are the first source of requirements for Salesforce CRM implementations. The article discusses 5 additional categories of sources.
April 17, 2017
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 […]
April 10, 2017
If you hear users say ‘I thought it was obvious’ , that is tacit assumptions and knowledge in play ! Using examples from Sales, Services systems and even Tennis, we explain tacit knowledge.
April 3, 2017
Personas help differentiate similar roles and identify nuances you need to build in to the CRM system to address varied user needs. We discuss examples of persons for sales and service systems.
March 27, 2017
Tips for requirements workshops for your Salesforce CRM system. The tips span planning, facilitating and following up after your workshops
March 20, 2017
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 13, 2017
Analyze the significant stakeholders for your CRM project and manage the activity levels with them. Maintain a plan showing the communication format and frequency with each one of them