TARANG GOEL

Category: CRM

Total 44 Posts

COVID ’19, Contact Tracing and CRM

In my earlier Blog titled ‘CRM Implementations in the Shadow of Coronavirus’,  I detailed how CRM implementations are impacted by Coronavirus and what are some of the do’s and don’ts for every player involved in the CRM ecosystem. In this blog, I am connecting the dots between COVID-19 (Coronavirus), Contact

Continue Reading

Lead to Cash Processes

Lead to Cash processes come into play when we are implementing CRM on the sales side. They outline the lifecycle of a customer acquisition and product sales including  revenue and cash recognition. Lead to cash can be executed either in a single system or multiple systems depending on the scope

Continue Reading

Understanding the differences between Business Analyst (BA) and Business systems analyst (BSA) in the context of CRM implementations

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

Continue Reading