Recently, I got involved with a requirement to build a Salesforce CRM roadmap for a client. Here is the context of this requirement The client will be implementing Salesforce for the first time The client needs a lot of education about Salesforce CRM and the Force.com platform The client has
Category: CRM implementation
In the first part, I did some basics like the differences between the Price Waterfall and the Quote Calculation sequence, the definition of calculation sequence, and some basics on calculators. I would say that this part is meant for developers and CPQ technical architects but my endeavor to make it
CRM implementations are mostly done by a combination of onshore and offshore teams. Generally, 30-35% of the work is done onshore and the rest offshore. Pre-sales, assessment, requirement gathering, and design is done onshore while development, QA and deployment is generally the domain of offshore. Entire team is essential for
Inability to understand the difference between the job responsibilities of a BA and BSA can add significant resource risk to a CRM project. In order to understand this further let’s explore the difference between a BA and BSA. Difference between BA and BSA- A person in the role of Business
We are all living in the shadow of COVID-19 (coronavirus). This outbreak of this virus will have direct and indirect effect on our jobs, careers and the way we work. Here are some thoughts, opinions and recommendations based on my experience in the CRM market for the last 15 years.