The Scrum Squad The Scrum team comprises Product Owner, Scrum Master and Developers. They are typically a team of ten or fewer. They work together towards the product goal. Product Owner The Product Owner (PO) is primarily responsible for the Product Backlog (creation and maintenance of all functional and non-functional requirements in the form of …
What is Scrum? There are a variety of different approaches or frameworks based on the Agile values and principles set out in the Agile Manifesto, like Scrum, Extreme Programming, Crystal Method, SAFe, etc. There is no one-size-fits-all, so we choose the framework based on many factors. In this blog, we will focus on the most …
WATERFALL vs. AGILE A lingering question in many of our minds- When do I follow Waterfall and When do I take the Agile path? Well, there is no one-size-fits-all – what fits my needs might not fit yours! The traditional Waterfall methodology can still be fit for some programs depending on their conditions. Now let …
The Agile Mindset What is the most important thing Companies should do while starting their journey to become Agile? Many companies have failed on their Agile journey because they did not get the foundation correct. The journey of Agile starts with understanding what Agile is! We hear many say “ We are using Agile as …
Acquisition – The Sales Dilemma! – Sales Process Consolidation Cheatsheet Author: Prashant Nambisan Sales Cloud implementations are the bread & butter of Salesforce’s offerings. The Lead-Contact-Account-Opportunity model has been there since the early days, and they form the bedrock of a very large number of implementations around the world. However, even with successful sales cloud …
Introduction to Salesforce Anywhere Working together with the team virtually can be challenging & time consuming if you have to manage your data and process across different applications and devices. Getting a deal done or resolving a support case often requires a team working together in cohesion with clear communication. In most cases, the team …
The Case of the Quote-Driven Product Selection Our customer has a very specific way of Quoting. Each quote will only cater to a specific product family – like a Software Quote, Hardware Quote, or Services Quote. What that means is when the Sales Reps are adding the Quote Lines to these Quotes, they only add …
Dynamic Search Filters While creating custom actions & search filters we may encounter the need to make the search filter condition to be based on specific aspects of the deal, for example based on a field on the Quote. This is where dynamic search filter comes in to play. You may want to read up …
The Case of Supporting the Sales Reps Our Sales Reps have been specializing in “Support” product sales (Product Family = “Support”). Now, we all know that time is extremely valuable in Sales – and going through the large product catalog, searching to find the Support products wastes precious seconds! You have the products set up …
Custom Actions & Search Filters Custom actions are like buttons that sales reps can click to perform an action in the quote line editor, configurator, or several other detail pages. Custom actions have different actions available based on where the custom action appears in Salesforce CPQ. For example, custom actions in the quote line editor …