September 13, 2021

Automotive Fleet Management – A CRM Perspective

An Overview Products made in plants and factories in one location have always needed to be distributed to customers elsewhere; fleets of vehicles carried physical products and […]
August 31, 2021

Salesforce Integration: Where Should Business Logic Live?

Integrating Salesforce with other systems is inevitable as your business grows. But integrations have a way to expand in scope. It is not unusual to end up […]
August 31, 2021

Implementing Checklists in Salesforce – Look Beyond Task Management

Checklists are used in many industries to ensure that standard practices are followed. Usage of checklists in aviation, software engineering and surgical procedures is very well known. […]
July 23, 2021

More Power To Salesforce Business Users

The Salesforce platform can be a game changer for your business. The speed and flexibility offered by the platform to configure and customize secure cloud solutions […]
October 23, 2017

Is your Sales Strategy aligned to your Organizational Strategy?

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?
May 1, 2017

Intangible Benefits & Costs for a CRM Initiative

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.
February 27, 2017

Evaluating Portfolio of CRM Initiatives

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 10, 2017

Top 5 Business Analysis Activities on a CRM Project, Beyond Requirements

A CRM Business Analyst’s activities include relating the project to the company strategy, managing stakeholders, preparing business case & project scope, driving user adoption.
February 9, 2017

Process of building a CRM Business Case

The article lists activities that go into preparing a business case – analyzing high level requirements, assessing costs and benefits, risks, solution options and then selling the case.
February 9, 2017

Strategic Themes for CRM Initiatives

Cross reference observations from your workshops and interviews analyzing current state and cross reference them against best practices to arrive at strategic themes
February 7, 2017

User Adoption is a Critical Success Factor in Designing Salesforce Solutions

How effectively you drive adoption among your customer facing staff to bring enduring changes in business processes and behavior will define the success of your Salesforce initiatives.
February 7, 2017

Cause & Effect Analysis for Studying CRM Failures

Cause & Effect Analysis for studying CRM failures is illustrated using a real life example of analyzing declining sales by diving deeper into Processes, People, Structure, Planning.