February 21, 2023

Going Beyond Standard Reports in Salesforce

Salesforce is a great platform to manage your customer relationships. It provides a lot of data and tools to get a 360° view of your customer. […]
December 5, 2018

Pardot Scoring & Grading

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.
November 7, 2018

Varasi Strategy on One Page

Using the Playing to Win strategy framework to communicate Varasi's strategy on one page. We are a consultancy. Our mission is to help our clients build stronger customer relationships. It is our belief that long term customer relationships is the single greatest strength that winning companies have; their products & services are shaped by the insights into customer needs that come from the close and continuous interaction with customers. We are aligned to the Customer Success Platform from Salesforce as a key enabler for such customer relationships and for delivering a consistently good customer experience.
November 7, 2018

Varasi Offers

We go over our offers for Salesforce customers - Salesforce for Growth Businesses, Salesforce for Subscription Businesses, Salesforce CPQ Implementations, Salesforce for Nonprofits.
July 26, 2018

Salesforce CPQ #3 – Business Implications

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.
February 23, 2018

The New Partner Central Community Template

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 […]
January 31, 2018

Dealing With 15 and 18 Character Salesforce Record IDs

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 […]
February 6, 2017

Identifying Criteria for Selecting Solutions

In this article, we share a simple artifact from one of our client engagements that captures various stakeholder groups and what each one valued in a […]
February 6, 2017

Organizational Internal Analysis for Strengths & Weaknesses

The internal analysis assesses your ability to perform well in response to business challenges. This points to your strengths and weaknesses as an organization. We were […]
October 18, 2016

Dreamforce 2016 Takeaways – Part 1 of 3 (General Announcements)

Here are our observations from DF 2016, posted in three parts. These are observations coming from our client and partner interactions, and sessions we attended at Dreamforce 2016. […]
October 18, 2016

Dreamforce 2016 Takeaways – Part 2 of 3 (Enterprise Customers)

Migration to Lightning is underway at a number of customers. There seems to be two segments of customers when it comes to Lightning .. those that […]
October 18, 2016

Dreamforce 2016 Takeaways – Part 3 of 3 (Mid-Market Customers)

The theme for SMB at Dreamforce has traditionally been on how CRM and SF Sales/Service/Marketing technologies aid growth. Automating processes in order to scale them is […]
September 22, 2016

Strategic Planning Considerations

We have been working with a non profit organization on their strategic planning. Thought this subset from the list of considerations /guidelines we came up with, […]
August 5, 2016

Salesforce User Training around a ‘Day in the Life of’ the user

We base the curriculum for our Salesforce User Training sessions for clients, on key scenarios that make up a ‘day in the life of’ a user. We […]