February 22, 2016

Streamlining your Salesforce CRM Reporting

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 […]
February 21, 2016

Building products and IP on Salesforce

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: […]
February 17, 2016

Organizational Change Management for Salesforce Rollouts

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 […]
February 16, 2016

Assess the organization culture for Salesforce adoption

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 […]
February 15, 2016

Salesforce CRM for Onboarding Franchisees

If your business is built on the franchise model for expansion, how quickly and smoothly you onboard and train new franchisees is a key factor for […]
February 14, 2016

Tenant Relationship Management for the real estate firm

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 […]
February 13, 2016

Salesforce for REITs – new lease workflows

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 […]
February 10, 2016

Salesforce for Subscription Business Models

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 […]
February 6, 2016

Think Salesforce platform, beyond the product

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 […]