This is the fourth blog in the How to Set up pricing in Salesforce CPQ series. In this blog, we will learn about custom pricing. In the first blog of this series we learnt about the core pricing types in Salesforce and in the second we saw contracted and special
Tag: CRM implementation
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
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
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
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.