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July 26, 2018
When you roll out your Salesforce CPQ project, involve stakeholders from Sales, Sales Operations, Product Management, Marketing, Finance, IT among others.
The alignment of the right teams and representatives is critical to the success of your CPQ initiative. In this series, we go through artifacts and discussions from our Salesforce CPQ Requirements workshops
July 26, 2018
Map out the stakeholders of a CPQ system to the business functionality each of the groups need from the system.
July 26, 2018
What is the relevance of Salesforce CPQ systems for your organization ? Why is it relevant to you as a business leader ?
We present the business framework we use to discuss CPQ in our workshops. We discuss the implications of growth - the opportunities and challenges that growth presents and relevance of CPQ in this context.
July 26, 2018
Think through the elements of CPQ across the dimensions of channel, customer segments, integrations when scoping Salesforce CPQ projects. In this extrA sample requirements template from our Salesforce CPQ projects.
July 26, 2018
When you implement CPQ systems, you need a conceptual reference model for scoping and requirements gathering. Using our project work on Salesforce CPQ systems for SaaS firms, we go over a reference model we use as a starting point. It starts as a conceptual model during scoping and requirements gathering stages and evolves into a technical system design.
July 19, 2018
You are the leader of a growing company. You have invested in Salesforce products for your sales, marketing, may be customer service functions. You are now preparing yourself for a significant growth phase that you anticipate or perhaps you are already seeing in your business.
As you expand and grow as a business, you are concerned that the strong customer relationships you have built, in your early years are now hard to scale, hard to replicate. You are now entering the phase where you are relying on the new front end staff that you’re bringing into the company to act entrepreunerial and take care of your customers with the same care and closeness when you were smaller.
And you are concerned that the Salesforce implementation you have in place is no longer fitting your expanding portfolio of products, services, customer segments, customer channels.
March 20, 2018
In the Spring ‘18 release, Salesforce has come up with some long-awaited formulas useful for Admins. Functions like Addmonths, Currencyrate, Mceiling, Mfloor, and Weekday are now […]
March 7, 2018
Process automation in Salesforce empowers Admins & Superusers to automate business processes. Process automation is about simplifying manual processes and its effect on making these tasks […]
February 23, 2018
Salesforce Communities are driving Customer, Partners and Employee collaborations with rich Lightning technology and social interface. You may be familiar with the well known Napili template […]
February 21, 2018
A list of Salesforce Appexchange categories and tools, relevant for Nonprofit Operations. Part 1 of 2 covers Document Generation, Data Administration and Text messaging categories.
February 21, 2018
A list of Salesforce Appexchange categories and tools, relevant for Nonprofit Operations. Part 2 of 2 covers Email management, Online Fundraising & Payment Processing, Survey administration and Miscellaneous categories of tools.
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.
February 7, 2018
Salesforce uses multi-factor authentication to increase security around your Salesforce setup. But you provide access to customers, partners and other external users through community and other […]
January 31, 2018
Salesforce has a multi-tenant architecture and it identifies every record uniquely across all customers by assigning a unique Record ID to each record. As a Salesforce […]
January 22, 2018
In this blog we show how to implement roll-up summary on lookup relationships in Salesforce. This can add immense value to business users by providing useful […]