Insights

July 26, 2018

Salesforce CPQ #3 – Business Implications

What is the relevance of Salesforce CPQ systems for your organization ? Why is it relevant to you as a business leader ? We present the business framework we use to discuss CPQ in our workshops. We discuss the implications of growth - the opportunities and challenges that growth presents and relevance of CPQ in this context.
July 26, 2018

Salesforce CPQ #4 – Project Requirements Worksheets

Think through the elements of CPQ across the dimensions of channel, customer segments, integrations when scoping Salesforce CPQ projects. In this extrA sample requirements template from our Salesforce CPQ projects.
July 26, 2018

Salesforce CPQ #5 – Reference Models

When you implement CPQ systems, you need a conceptual reference model for scoping and requirements gathering. Using our project work on Salesforce CPQ systems for SaaS firms, we go over a reference model we use as a starting point. It starts as a conceptual model during scoping and requirements gathering stages and evolves into a technical system design.
July 19, 2018

As your business grows, is your Salesforce implementation measuring up?

You are the leader of a growing company. You have invested in Salesforce products for your sales, marketing, may be customer service functions. You are now preparing yourself for a significant growth phase that you anticipate or perhaps you are already seeing in your business. As you expand and grow as a business, you are concerned that the strong customer relationships you have built, in your early years are now hard to scale, hard to replicate. You are now entering the phase where you are relying on the new front end staff that you’re bringing into the company to act entrepreunerial and take care of your customers with the same care and closeness when you were smaller. And you are concerned that the Salesforce implementation you have in place is no longer fitting your expanding portfolio of products, services, customer segments, customer channels.
March 20, 2018

New Formula Functions in Salesforce Spring ’18 Release

In the Spring ‘18 release, Salesforce has come up with some long-awaited formulas useful for Admins. Functions like Addmonths, Currencyrate, Mceiling, Mfloor, and Weekday are now […]
March 7, 2018

Using Process Automation to Show Dynamic Page Layouts in Salesforce

Process automation in Salesforce empowers Admins & Superusers to automate business processes. Process automation is about simplifying manual processes and its effect on making these tasks […]
February 23, 2018

The New Partner Central Community Template

Salesforce Communities are driving Customer, Partners and Employee collaborations with rich Lightning technology and social interface. You may be familiar with the well known Napili template […]
February 21, 2018

Varasi Offers for Salesforce Customers

We go over our 3 categories of offers - for the mid market businesses, nonprofits and our advisory services. Initiate, Scale and Quickstarts are our Salesforce implementation offers for commercial businesses and nonprofits. Our advisory projects involve evaluating current state and identifying improvement opportunities around Salesforce and related processes at mid market businesses.
February 21, 2018

Salesforce Appexchange for Nonprofits – Part 1 of 2

A list of Salesforce Appexchange categories and tools, relevant for Nonprofit Operations. Part 1 of 2 covers Document Generation, Data Administration and Text messaging categories.