Your company’s reputation to deliver on its promises can have a big impact on your sales team’s performance. In an increasingly connected world where good and […]
The article describes how we went about identifying the CRM needs for an online platform. The methodology that we used consisted of three macro steps – […]
Customer Engagement Platforms that help you engage with and serve your customers have become increasingly important as every business embraces digital transformation. Customers, both B2C and B2B, […]
Presenting data in a tabular form is one of the most preferred ways of displaying information (everyone loves spreadsheets!). So it is not a surprise that […]
In our previous blog, we reviewed how a right digital platform is key for operational efficiency and better customer experience in fleet management. In this blog […]
An Overview Products made in plants and factories in one location have always needed to be distributed to customers elsewhere; fleets of vehicles carried physical products and […]
One of the parameters you may use for territory planning is proximity of your account managers to their accounts. Having account managers close to their accounts […]
Integrating Salesforce with other systems is inevitable as your business grows. But integrations have a way to expand in scope. It is not unusual to end up […]
Checklists are used in many industries to ensure that standard practices are followed. Usage of checklists in aviation, software engineering and surgical procedures is very well known. […]
The Salesforce platform can be a game changer for your business. The speed and flexibility offered by the platform to configure and customize secure cloud solutions […]
Strategic Account Management begins with what accounts make up the portfolio. How do you identify the strategic accounts within your customer base? The most common method […]
Integrating external systems data with Salesforce is a common use case in any Salesforce implementation. Such external systems may provide ERP, Finance, HR or some other […]
The case for planning, managing and growing your Strategic Accounts differently, is well established. You need to understand, manage and sell to your strategic accounts differently than […]
Lightning datatable is a powerful component in Salesforce to display tabular information. A lightning-datatable component displays tabular data where each column can be formatted based on […]