Insights
March 11, 2021
Strategic Account Management begins with what accounts make up the portfolio. How do you identify the strategic accounts within your customer base? The most common method […]
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 than […]
December 9, 2020
Lightning datatable is a powerful component in Salesforce to display tabular information. A lightning-datatable component displays tabular data where each column can be formatted based on […]
November 21, 2020
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
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.
January 15, 2020
Salesforce Lightning offers many useful components out-of-the-box which makes it easy to quickly build your own Lightning based custom functionality for customers. A “Lookup” – search […]
February 17, 2019
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.
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.