Liberating the UI from the Database
There’s clearly a lot happening in the SaaS and AI space, more questions than answers at this point. One thing becoming clear […]
Category: Featured
A new CRM interface
Ever since ChatGPT (and the underlying LLM) appeared, many of us have wondered when an LLM-powered chat interface could be integrated with […]
ParentGroupVal vs PrevGroupVal
In Salesforce.com Reporting, PARENTGROUPVAL and PREVGROUPVAL are functions used in custom summary formulas within reports to calculate and compare summary values based on grouping levels. These functions are particularly useful in matrix and summary reports, where data is grouped and summarized by different dimensions.
The do’s and don’ts of Salesforce product ownership
I’ve been working in the CRM and related domains in the Financial Services sector for close on two decades. I spent most […]
Getting the most from Trailhead
Anyone in the Salesforce ecosystem will know about Trailhead. It is a mighty resource but there are some points to note to […]
Identifying sales pipeline leaks
When assessing lost opportunities it’s instructive to review where in the pipeline opportunities are being lost. Put another way we want to know at what sales stages do we experience pipeline leakages.
In a fully optimised sales process deals flow from one stage to another until closure. Lost deals point to problems in the sales process depending on where they leak from. These problems could include no emotional connection, information overload, undefined needs, poor on boarding, etc.
Using standard Salesforce reports we can develop a view of where in the sales process deal are lost. To do this we will start by creating an Opportunity History Report.
It is what it is
Can we stop using this phrase? On one hand it is uttered in frustration. It is a clear statement that someone has […]
Four reasons why listicles are bad
Listicles (a portmanteau of list and article) appear to be useful. They provide quick bites of useful information in an easily digestible […]
Big data and Artificial intelligence
Harnessing massive volumes of data and developing predictive and prescriptive models to beat out the competition or adversaries is the 21st century’s […]
Making Sense of Unicorns
Contemporary attitudes towards disruption by new technologies revel in the notion that there is opportunity in uncertainty, in the space where the […]