What does it mean to be strategic in your role as a manager, to be a strategic thinker ? We go over some discussions from workshops we run for our clients in the context of Growth and Salesforce CRM. This 5 minute clip discusses vision, drawing up the big picture, making decisions for future and leadership.
Identifying and acting on the most promising leads is the context for Scoring and Grading. As a marketer, you want to provide your sales teams with the most promising leads to follow up on. We go over some questions we have our clients think through for designing the scoring and grading criteria. This is an excerpt on Scoring and Grading from our Pardot Requirements Workshops.
Using the Playing to Win strategy framework to communicate Varasi's strategy on one page.
We are a consultancy. Our mission is to help our clients build stronger customer relationships. It is our belief that long term customer relationships is the single greatest strength that winning companies have; their products & services are shaped by the insights into customer needs that come from the close and continuous interaction with customers.
We are aligned to the Customer Success Platform from Salesforce as a key enabler for such customer relationships and for delivering a consistently good customer experience.
When you roll out your Salesforce CPQ project, involve stakeholders from Sales, Sales Operations, Product Management, Marketing, Finance, IT among others.
The alignment of the right teams and representatives is critical to the success of your CPQ initiative. In this series, we go through artifacts and discussions from our Salesforce CPQ Requirements workshops
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.
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.
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.
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.
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.
A list of Salesforce Appexchange categories and tools, relevant for Nonprofit Operations. Part 2 of 2 covers Email management, Online Fundraising & Payment Processing, Survey administration and Miscellaneous categories of tools.