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 […]
The holy grail among the Salesforce implementation services partner is to create Intellectual Property (IP) that one could package and take to market. I observe a few broad categories: […]
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 […]
In gathering requirements for a new Salesforce implementation, schedule a session with the executive sponsors to gauge among other things, the ‘culture’ of the organization. Focus […]
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 […]
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 […]
Subscription business models have been in vogue in some traditional industries like publishing (newspapers, magazines), telcos and utilities (cable TV, internet services) and you see the […]
When evaluating Salesforce products as foundation for building out your digital capabilities, expand your lens to beyond the products from Salesforce. Think platform, not product. Aside […]