June 12, 2017
June 11, 2017
May 1, 2017
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