- Stronger Customer Relationships
- +1-949-878-7411
- ramana@varasi.com
February 14, 2018
We go over the curriculum and an overview of topics from a representative training session for Salesforce Nonprofit Success Pack (NPSP). Our training for NPSP covers topics spanning both functionality and administration of the application. Functionality may include use cases for Fundraising and Program Management while Administration topics typically include best practices, process automation, reports & dashboards and appexchange tools.
October 23, 2017
What does it mean to align your Sales Strategy with the Organizational Strategy? How does one make this discussion real ? And what relevance does it have to Salesforce CRM implementations and vice versa - what relevance can your CRM have to this alignment?
August 28, 2017
In our Strategy Series for the Growth Businesses, we go over four questions you could use for assessing your organization's strengths. The analysis helps you assess which of an organization's strengths could provide a sustained competitive advantage and could be the basis of the organization's strategy.
August 19, 2017
Strategy is about answering five questions - Who we are, Where we play and How we win, What capabilities do we need to be in place, What management systems are required. We walk you through Varasi's strategy using this framework.
July 10, 2017
In this video, we discuss the simple questions of What, Who, How, When, Where, and Why from the field of Journalism to get an understanding of current state and needs for the future from a Salesforce Sales Cloud system.
June 20, 2017
We go over using Context Diagrams for defining the scope of a project. We cover the basic constructs of a Context Diagram - actors, use cases. Context Diagrams are a good first step for scoping a system and sets up the stage for estimating the project effort.
June 20, 2017
In this video, we will go over the Context Diagram that we have been using to explain to non profits, the functionality that can be built out using Salesforce; more specifically using the Non Profit Success Pack (NPSP) from Salesforce.
June 14, 2017
In this video we discuss how the Business Model Canvas helps us in designing and building Salesforce CRM systems
June 12, 2017
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
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
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
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 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