Insights

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 7, 2016

Salesforce Data Governance

Here are some observations coming from an engagement at a Real Estate Investment Trust (REIT) on setting up Data Governance processes. Property managers, IT personnel, business analysts […]
August 6, 2016

The impact of CRM strategy workshops

For all clients, whether kicking off a CRM initiative for the first time, or for those recalibrating their current initiatives, we advise a 1-2 day planning […]
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 […]
August 4, 2016

Requirements gathering sessions

While the mix of sessions, duration and attendees will be tailored for each situation, here are some considerations for your requirements gathering interviews and group sessions: […]
July 31, 2016

Price vs Value

Saw this quote by Buffet while reading on the topic of Value. “Price is what you pay, value is what you get”. Value is thus the […]
February 25, 2016

Capturing Value Back

When companies set out to innovate on business models, they need to be mindful of both delivering value to the customers as well as capture back […]