Tag: CRM

Total 15 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

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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

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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

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