Salesforce – Page 2

February 4, 2017

The Salesforce CRM Project Types

Your Salesforce CRM project may be one of several types. ‘Build from Scratch’',• Automation of manual CRM process, Migrations, Enhancements and re-designing current processes

October 18, 2016

Dreamforce 2016 Takeaways – Part 1 of 3 (General Announcements)

Here are our observations from DF 2016, posted in three parts. These are observations coming from our client and partner interactions, and sessions we attended at Dreamforce 2016. […]

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 […]

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 […]

February 21, 2016

Building products and IP on Salesforce

The holy grail among the Salesforce implementation services partner is to create Intellectual Property (IP) that one could package and take to market. I observe a few broad categories: […]

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 15, 2016

Salesforce CRM for Onboarding Franchisees

If your business is built on the franchise model for expansion, how quickly and smoothly you onboard and train new franchisees is a key factor for […]

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 […]

February 13, 2016

Salesforce for REITs – new lease workflows

Real estate Investment Trusts (REITs) own and manage commercial or residential properties such as malls, apartments, office buildings, hotels, hospitals etc. These companies have several processes […]

February 10, 2016

Salesforce for Subscription Business Models

Subscription business models have been in vogue in some traditional industries like publishing (newspapers, magazines), telcos and utilities (cable TV, internet services) and you see the […]

February 6, 2016

Think Salesforce platform, beyond the product

When evaluating Salesforce products as foundation for building out your digital capabilities, expand your lens to beyond the products from Salesforce. Think platform, not product. Aside […]

February 1, 2016

The consultant’s challenge with ‘as a service’ software world

“As a service software” platforms such as Salesforce demand a different type of consulting team – business architects proficient in mapping business processes to software capabilities […]