March 3, 2023

How To Convert Your CRM Tool Into An Early Warning System For Your Sales Teams

Here's how you can keep your sales team prepared to handle a tough situation and by using your CRM as an early warning system.
September 13, 2021

Automotive Fleet Management – A CRM Perspective

Here's a detailed view on automative fleet management, its key actors and its future.
August 31, 2021

Implementing Checklists in Salesforce – Look Beyond Task Management

In this article, let's look at a few different ways in which checklists can be implemented in Salesforce. 
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 […]