Insights

June 14, 2017

Business Model Canvas – 3 of 3

In this video we discuss how the Business Model Canvas helps us in designing and building Salesforce CRM systems
June 12, 2017

Business Model Canvas – 2 of 3

In our client engagement building a Salesforce solution for the Program Management function at Mighty Writers, we have drawn upon the Business Model Canvas to get our arms around the operations and customer relationships of the non profit organization.
June 11, 2017

Business Model Canvas – 1 of 3

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

Intangible Benefits & Costs for a CRM Initiative

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

Beyond Users and Choosers – Sources for Salesforce CRM Requirements

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 Trailhead – An Example of the Salesforce “System of Innovation”

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

Look out for Tacit Assumptions when gathering CRM Requirements – ‘I thought it was obvious’ !

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 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