June 3, 2023

Working with Files in Salesforce

Salesforce CRM typically contains rich structured information about your customers and partners. It becomes even more valuable if you have the ability to attach semi-structured and […]
September 27, 2021

Enhanced Datatables in Salesforce

Presenting data in a tabular form is one of the most preferred ways of displaying information (everyone loves spreadsheets!). So it is not a surprise that […]
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 […]
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 […]
November 21, 2020

The Correct Way of Using Custom Images in Salesforce Formula Fields

The Formula Field in Salesforce is a powerful tool to show data using automatic calculations. An example would be to show the average assessment score after […]
October 11, 2020

6 Dimensions of Sales & Sales Strategy – Varasi Framework

We discuss the need for a framework and how we apply it in our client work with sales organizations of growing businesses. We go over the 6 dimensions of the Varasi framework and the key questions to ask and nuances to consider under each dimension.
February 17, 2019

Strategic Thinking for Managers

What does it mean to be strategic in your role as a manager, to be a strategic thinker ? We go over some discussions from workshops we run for our clients in the context of Growth and Salesforce CRM. This 5 minute clip discusses vision, drawing up the big picture, making decisions for future and leadership.
November 7, 2018

Dreamforce 2018 Takeaways – Part 1 of 2

The Varasi team's takeaways from Dreamforce 2018. Also includes takeaways from Salesforce's Annual Investor day presentation
November 7, 2018

Dreamforce 2018 Takeaways – Part 2 of 2

The Varasi team's takeaways from Dreamforce 2018. Includes out point of view on the opportunity areas with Salesforce customers.
July 26, 2018

Salesforce CPQ # 1 – Requirements Workshops

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

Salesforce CPQ #2 – Stakeholders and Processes

Map out the stakeholders of a CPQ system to the business functionality each of the groups need from the system.
July 26, 2018

Salesforce CPQ #4 – Project Requirements Worksheets

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.