Insights
Technical Articles, Viewpoints, Best Practices
From time to time, our team publishes interesting articles, some technical, some non-technical, and often real-world experiences while working on a project. Enjoy reading and keep an eye on our linked-in.
Importance of Data for a Successful Salesforce CRM Implementation
Introduction Here, we discuss themes familiar to many in CRM. We build on foundations laid in these articles and add to the discussion with our input. Do check out these academic articles. We appreciate the efforts of those authors: Invisible data quality issues in a...
Data Science and Artificial Intelligence
Background The application of mathematical methods and computer science techniques coupled with statistical modelling on industrial data has been around for several decades. However, in their new avatars of Data science and Machine learning, they seem to have garnered...
How does an integrated CRM with ERP lend itself as a differentiator?
Briefly, why did CRM come into being as a distinct element in the first place; couldn’t it have been an extension of the all-encompassing ERP? During the early days of CRM, the concept was developed by a new set of companies who saw the value in developing a tool for...
Selecting the right Salesforce implementation partner
Who is your ideal partner? I owe much of my knowledge and implementation experience to the various large Global SIs I have worked for over the years. I have experienced massive multinational projects with global rollouts delivering complex solutions in a range of...
Assistance to businesses and charities during the Corona Virus Crisis
We at Gauri genuinely take social responsibility seriously. All of our staff are active and encouraged to help others less fortunate than us within the communities we live. The Corona virus crisis has presented us all with a threat that could undermine our businesses...
Five signs that you need a CRM
A CRM (Customer Relationship Management) platform helps you build customer relationships that last. In simple words, CRM software acts as a database of customer interactions that helps businesses better understand the needs and concerns of their customers to provide a...
Masterclass on ML/AI, and its influence in CRM by Ajit Jaokar
This masterclass event was delivered by Ajit Jaokar on 26th Feb 2020. Ajit is a Principal Data Scientist/AI Designer at the University of Oxford, and a top-rated influencer in the World Economic Forum. We are pleased to present a brief profile of Mr. Jaokar and key...
Gauri is making a leap to Silver status in Salesforce
It gives us great pleasure in announcing that Gauri has achieved a Silver-tier in our Salesforce consulting partner programme. As we continue to expand rapidly in Salesforce and expect to cross many more milestones very quickly in the coming months, this is a great...
Agile vs Waterfall vs Hybrid – What is the right methodology for Cloud?
Looking out or pondering over what would be the best methodology for a Cloud implementation project? Most of us want to implement projects using the Agile methodology, but we also want to achieve a fixed budget and...
What kind of exec you need for a successful CRM project?
For a successful CRM project, customer business team needs executive support and sufficient empowerment. When implementing you will need more than the right partner and product. You will also need the right team internally to bring success in an implementation...
CRM and Data
CRM offers a definitive customer view across functions, channels, products and customer data types. It drives every customer interaction. CRM aspires to recreate the ‘traditional corner shop’ experience to millions of clients. Quality data is required to achieve...
Field Service Management Pitfalls and Opportunities
Field Service management solutions have improved substantially over recent years with the development of mobile technology, GPS tracking and current software technology. Organisations are adopting these solutions to...
The role of the Steering Committee within a CRM project
The Steering Committee plays a key role to Drive, Vision, Governance, and Budget and hence overall success on large implementation projects. Typically, Steering committees will have key stakeholders, the Programme Sponsor - CIO/IT Director, Senior Business...
Project Inflection Point
Everyone wants CRM implementations to succeed in the first attempt. Yet, a surprising percentage of them face huge delays or failure. Having spent two decades implementing CRM solutions globally, and having learnt much working on various implementations with customers...
Successfully turning around a Salesforce programme with SAP ERP integration
We are leaders in implementing and supporting CRM solutions for Sales, Marketing and Customer Support. Ideal Boilers, a Groupe Atlantic company, who are a leading boiler manufacturer for commercial and domestic deployments, was looking for partners to implement a...
