Insights

April 3, 2017

Personas for better user needs -“Would this make sense to Gus ?”

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

10 Tips for Running Requirements Workshops for your CRM Projects

Tips for requirements workshops for your Salesforce CRM system. The tips span planning, facilitating and following up after your workshops
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 13, 2017

Planning Stakeholder Communication

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
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 27, 2017

Evaluating Portfolio of CRM Initiatives

A powerful visual tool to organize and evaluate a large number of initiatives is a simple 2 x 2 grid. It guides you in prioritizing your initiatives.
February 18, 2017

10 Tips for Requirements Gathering Interviews on your CRM Projects

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

Top 5 Business Analysis Activities on a CRM Project, Beyond Requirements

A CRM Business Analyst’s activities include relating the project to the company strategy, managing stakeholders, preparing business case & project scope, driving user adoption.
February 9, 2017

Process of building a CRM Business Case

The article lists activities that go into preparing a business case – analyzing high level requirements, assessing costs and benefits, risks, solution options and then selling the case.