What makes great Salesforce Architecture? Q&A with LavaBox Principal Salesforce Architect, Aparna Gopalakrishnan
24 August, 2022
SalesforceI recently had the pleasure of sitting down for a wide-ranging conversation with LavaBox’s newly-appointed Principal Salesforce Architect. Here’s what she had to say:
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Watch Now: LavaBox’s CRM Customer Panel
27 November, 2019
SalesforceWatch the highlights of LavaBox’s recent ‘How to pull off a CRM, step by step’ event.
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Salesforce Summer ‘19 Release Review, by Dalize Van Eeden
22 July, 2019
SalesforceThe new Summer’19 release has hit your Salesforce environment. To help consulting partners like LavaBox get across all the new features, Salesforce’s New Zealand Solution Architects ran a session to take us through the highlights. Now we’re ready to share these with you.
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Salesforce Winter '19 Release Review, by Tara Ogle
19 November, 2018
SalesforceMy favourite thing about Salesforce is the commitment to delivering innovation to their customers three times a year. Salesforce continues to develop the lightning interface with epic features, making it even more convincing for Classic users to make the switch. Winter '19 is jammed packed with new lightning features so hopefully, you’ve had a chance to try out some of the new features.
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LavaBox releases 'How to pull off a CRM project, step by step' guide
09 May, 2018
SalesforceThere is a lot of content out there that addresses CRM software. There is very little that walks you through the end-to-end CRM evaluation, implementation and iteration process. That's what we've addressed with this guide.
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Watch Now: LavaBox CRM Customer Panel
26 April, 2018
SalesforceLearn from the experiences of LavaBox customers who have successfully implemented Salesforce CRM into their business. They’ll share challenges they faced, lessons they learned and commercial outcomes they experienced.
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Watch Now: 'How to pull off a CRM project, step by step' presentation
26 April, 2018
SalesforceIf you’ve tried to implement CRM and it’s fallen flat, or you’ve put it off because you’re not sure how to make it work for your company, this presentation is for you.
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Managing your CRM roll out part 3: Clarify your CRM Road Map
01 March, 2018
SalesforceYour business doesn't stand still. Neither should your CRM.
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Managing your CRM rollout part 2: The iteration cycle
18 October, 2017
SalesforceThere is a critical stage your CRM project must pass through to succeed
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Managing your CRM rollout part 1: System presentation & training
29 September, 2017
SalesforceYour CRM system only delivers commercial wins when everyone commits to learning it, using it and improving it. This doesn't happen automatically. Rolling out a CRM requires a defined plan, and the commitment to execute it.
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Selecting the Ideal CRM Consulting Partner
12 September, 2017
SalesforceImplementation and consulting partners, like CRMs, come in all shapes and sizes. Although you may have hired an external IT consultant to help in your evaluation, an implementation partner is typically aligned with a specific CRM platform so their role isn't to offer impartial advice, but to show you how their approach can combine with the prospective CRM to deliver a system that achieves your business objectives. Think of the CRM as raw building materials, and the partner as the architect and builder.
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How to navigate a CRM evaluation
01 August, 2017
SalesforceCutting through the marketing, feature comparisons, demos and trials to find the right solution for your business may seem like a perilous road to travel. But when you know what to look for, and the right questions to ask, the ideal solution will become clear. Here's how to back the right CRM for your business, step-by-step.
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To integrate, or not to integrate
09 July, 2017
SalesforcePulling data into a CRM, or pushing data out into external systems can be more time-consuming and complex than anticipated. There always needs to be a strong commercial reason to go down this road. "More visibility" isn't usually a strong enough driver on its own. Data needs to be used for a commercially beneficial reason to justify the investment.
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Documenting your CRM requirements (in 4 pages or less)
21 June, 2017
SalesforceBefore speaking to potential CRM providers, documenting your high-level requirements is critical. Going through this process has three main benefits.
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Watch Now: Client Success - Pedersens
08 June, 2017
SalesforcePedersens came to LavaBox to create an automated sales and marketing engine. We leveraged Sales Cloud & Pardot to create an engaging user and customer experience across both the mortgage and property management sides of their business. A great example of Salesforce working in the financial services vertical.
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Selecting the ideal CRM
03 May, 2017
SalesforceThere are hundreds of CRM systems on the market. Although it's true that some are outright terrible, it's usually horses for courses. It's more about how the CRM you're considering fits your business. After it's all said and done, CRMs typically fall into four categories.
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How to assemble your CRM project team
14 April, 2017
SalesforceGetting the right mix of people involved is critical to the success of your CRM project.In reality, when assembling your project team, you'll work with what you've got. If you're a smaller business without a large IT department, multiple business units, dedicated business analysts and project managers and a large senior leadership team, you'll assemble your team differently to a larger enterprise.
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Define your CRM Priorities
17 March, 2017
SalesforceCustomer relationship management (CRM) is a broad term that covers any business software system that help teams handle their customer interactions. Although CRM began with a focus on sales, leading CRMs are now robust Cloud technology platforms that span the entire customer lifecycle across marketing, sales, customer service, key account management, business intelligence and channel partner communities, to name a few.
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Connecting the dots between purchasing data and sales activity
26 July, 2016
SalesforceWe hear a lot about “big data” - large sets of customer information that can be analysed and leveraged to help organisations sell more effectively. It seems a foregone conclusion that this kind of data analytics is only for the big players. But any B2B company, no matter how large or small has potential customer insights locked in their disconnected Salesforce CRM, Accounting and ERP systems. So how do smaller organisations connect the dots between customer purchasing data and sales activity?
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Salesforce Lightning Professional v.s. Enterprise Edition - a Partner's Perspective
01 June, 2016
SalesforceDeciding which Salesforce Lightning edition to run with is a big decision. Your edition affects more than your organisation's monthly license costs and the features you have access to. It impacts the entire architecture of your system. That is, how your business's processes are brought to life on the Salesforce platform.
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It's time to screw up paper contracts and go digital
06 May, 2016
SalesforceYou need a document signed. Maybe it's a contract. A disclosure statement. It could be anything. You attach it to an email and send it to your client. Your client prints it out and completes it. They sign it, scan it, attach it to an email and send it back. You print it and give it to your admin team. They double enter the data back into your system and file it. What a horrendous waste of time.
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How to Drive Team Adoption (without becoming the CRM police)
05 February, 2016
SalesforceIt's easy for a CRM to become an expensive cloud-rolodex. CRM systems only deliver on their transformational potential when everyone from CEO to the sales floor are actually using the system in the right way. Below are the keys to getting everyone on the CRM bus from the outset:
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Crafting the B2B customer journey
01 September, 2015
SalesforceThink about everything that happens to your customer over their lifecycle with your company. The customer journey from first touch point through to brand advocate is a chasm of complexity covering...
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