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February 22, 2024
Key considerations while choosing between Salesforce standard quoting and Salesforce CPQ for your business needs.
January 15, 2024
Tips on using multiple business units in Marketing Cloud Account Engagement (formerly known as Pardot)
August 31, 2023
As part of your corporate strategy, you’re constantly looking to improve the portfolio of products and services that you have; you’re looking to expand into new […]
August 1, 2023
There are 4 aspects that effective business analysts are mindful of, to capture better requirements. Read on to know what they are.
August 31, 2021
In this post, we offer some guidance on how to plan for the maintainability of your integration scenarios.
February 7, 2021
Integrating external systems data with Salesforce is a common use case in any Salesforce implementation. Such external systems may provide ERP, Finance, HR or some other […]
January 19, 2021
The case for planning, managing, and growing your Strategic Accounts differently, is well established. You need to understand, manage, and sell to your strategic accounts differently […]
December 5, 2018
Identifying and acting on the most promising leads is the context for Scoring and Grading. As a marketer, you want to provide your sales teams with the most promising leads to follow up on. We go over some questions we have our clients think through for designing the scoring and grading criteria. This is an excerpt on Scoring and Grading from our Pardot Requirements Workshops.
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.