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
March 13, 2017
March 6, 2017
February 27, 2017
February 18, 2017
Tips for requirements and current state analysis interviews for your CRM system. The tips span planning, conducting and following up after your 1-1 stakeholder interviews.
February 10, 2017
A CRM Business Analyst’s activities include relating the project to the company strategy, managing stakeholders, preparing business case & project scope, driving user adoption.