Insights

January 15, 2020

How to Enable Custom Lookup in Salesforce Using Lightning:recordEditForm?

Salesforce Lightning offers many useful components out-of-the-box which makes it easy to quickly build your Lightning-based custom functionality for customers. A “Lookup” – search for a […]

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.

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