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August 5, 2016
We base the curriculum for our Salesforce User Training sessions for clients, on key scenarios that make up a ‘day in the life of’ a user. We […]
August 4, 2016
While the mix of sessions, duration and attendees will be tailored for each situation, here are some considerations for your requirements gathering interviews and group sessions: […]
July 31, 2016
Saw this quote by Buffet while reading on the topic of Value. “Price is what you pay, value is what you get”. Value is thus the […]
February 25, 2016
When companies set out to innovate on business models, they need to be mindful of both delivering value to the customers as well as capture back […]
February 24, 2016
The ‘born digital’ companies, have a digital strategy pretty much the equivalent of their business strategy. On the other hand, the traditional company needs to make […]
February 23, 2016
The sales and proposal teams pursuing new business development need to function as what the book ‘As One’ by Mehrad Baghai and James Quigley calls the ‘captain […]
February 22, 2016
Over a period of time, organizations implementing Salesforce CRM end up with a large number of customized reports and dashboards. With limited process in place to […]
February 20, 2016
A significant part of your digital strategy is about determining where to shift your CRM focus to. When analyzing your company’s customers and their behaviors, ask the […]
February 19, 2016
In analyzing profitability of any business, two factors matter: the margin and velocity (or volume). In simple terms R = M x V (R is return, […]
February 18, 2016
Salesforce has become the poster child of sorts for modern enterprise software. This article is about the larger System Integrators (SIs) building Salesforce practices. Over the […]
February 17, 2016
No matter the size of the organization that you are deploying the Salesforce system for, develop an Organizational Change Management Plan as part of your Salesforce […]
February 15, 2016
If your business is built on the franchise model for expansion, how quickly and smoothly you onboard and train new franchisees is a key factor for […]
February 14, 2016
For real estate firms, CRM comes down to “Tenant Relationship Management”. Every real estate firm that manages properties has marketing teams identifying target tenants, running campaigns […]
February 13, 2016
Real estate Investment Trusts (REITs) own and manage commercial or residential properties such as malls, apartments, office buildings, hotels, hospitals etc. These companies have several processes […]
February 12, 2016
The advantage that a traditional business that has been around for sometime has, when building out new digital businesses is the customer base it has been […]