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February 7, 2024
Make your CRM act as a coach for strategic account managers responsible for growing existing accounts
January 5, 2024
Growth in existing accounts is a key pillar of your revenue growth. Learn why your CRM needs to be tuned for Strategic Account Managers.
October 4, 2023
In this article, using the purchase of Legal Services by corporate customers as the backdrop, we go over the buying criteria that go into the procurement of Professional Services at an organization.
March 3, 2023
Here's how you can keep your sales team prepared to handle a tough situation and by using your CRM as an early warning system.
February 22, 2023
Looking for a CRM for your online platform? Here's a quick guide to help you make the right choice.
September 13, 2021
Here's a detailed view on automative fleet management, its key actors and its future.
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 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.
March 27, 2017
Tips for requirements workshops for your Salesforce CRM system. The tips span planning, facilitating and following up after your workshops
February 27, 2017
A powerful visual tool to organize and evaluate a large number of initiatives is a simple 2 x 2 grid. It guides you in prioritizing your initiatives.
February 18, 2017
Tips for requirements and current state analysis interviews for your CRM system. The tips span planning, conducting and following up after your 1-1 stakeholder interviews.
February 10, 2017
A CRM Business Analyst’s activities include relating the project to the company strategy, managing stakeholders, preparing business case & project scope, driving user adoption.