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

Implementing Checklists in Salesforce – Look Beyond Task Management

Checklists are used in many industries to ensure that standard practices are followed. Usage of checklists in aviation, software engineering and surgical procedures is very well known. […]
February 5, 2017

Strategic Context for the CRM project

Your CRM project is conceptualized in the context of your organization’s customer strategy. It is important for the implementers to grasp and fully appreciate this context
February 16, 2016

Assess the organization culture for Salesforce adoption

In gathering requirements for a new Salesforce implementation, schedule a session with the executive sponsors to gauge among other things, the ‘culture’ of the organization. Focus […]
February 14, 2016

Tenant Relationship Management for the real estate firm

For real estate firms, CRM comes down to “Tenant Relationship Management”. Every real estate firm that manages properties has marketing teams identifying target tenants, running campaigns […]