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March 3, 2023
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 […]
February 22, 2023
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 – […]
October 11, 2020
We discuss the need for a framework and how we apply it in our client work with sales organizations of growing businesses. We go over the 6 dimensions of the Varasi framework and the key questions to ask and nuances to consider under each dimension.
February 17, 2019
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.
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.
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.
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.