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AI & Machine Learning
There’s clearly a lot happening in the SaaS and AI space, more questions than answers at this point. One thing becoming clear to me: the traditional SaaS web app, led by the page- and form-based…
AI & Machine Learning
Ever since ChatGPT (and the underlying LLM) appeared, many of us have wondered when an LLM-powered chat…
CRM & Salesforce
In Salesforce.com Reporting, PARENTGROUPVAL and PREVGROUPVAL are functions used in custom summary formulas…
Latest Posts
CRM & Salesforce
I’ve been working in the CRM and related domains in the Financial Services sector for close on two decades. I spent most of this…
CRM & Salesforce
Anyone in the Salesforce ecosystem will know about Trailhead. It is a mighty resource but there are some points to note to get…
CRM & Salesforce
When assessing lost opportunities it’s instructive to review where in the pipeline opportunities are being lost. Put another way…
Notes
Can we stop using this phrase? On one hand it is uttered in frustration. It is a clear statement that someone has reached the…
Writing & Craft
Listicles (a portmanteau of list and article) appear to be useful. They provide quick bites of useful information in an easily…
AI & Machine Learning
Harnessing massive volumes of data and developing predictive and prescriptive models to beat out the competition or adversaries…
SaaS & Product Thinking
Contemporary attitudes towards disruption by new technologies revel in the notion that there is opportunity in uncertainty, in…
AI & Machine Learning
This is how I imagine a future visit to a radiology department to be when AIs do the diagnostics. You'll walk into the radiology…
CRM & Salesforce
1. Pick 3 burning issues to fix / improve or new initiatives to generate value. What is important is having a clear picture of…
Notes
Have started re-reading a book I picked up almost 20 years ago. It's called Leadership Aikido by John O'Neil. Here are some of…
CRM & Salesforce
One of the more painful administrative tasks faced by Sales reps and account managers is keeping contact lists up to date. Sure,…
CRM & Salesforce
Stating a vision and aligning it to a strategy is necessary but not sufficient. Organisations have to change their culture — and redesign themselves — to make the change stick.
SaaS & Product Thinking
Media companies are battling because the price of digital advertising is tending towards zero. Consumers don't want to pay for…
Philosophy
Through evolution our brains have developed to recognise and assimilate patterns as shorthand for dealing with what we perceive…
CRM & Salesforce
Key areas to focus on when implementing or improving a CRM system. What CRM-related problem are you trying to solve? Focus on…
SaaS & Product Thinking
While there are clear benefits in using Software-as-a-Service (SaaS) products one of the key risks relates to service…
CRM & Salesforce
CRM platforms are notoriously difficult to compare. Each has the core marketing, sales and service functionality but there are…
SaaS & Product Thinking
The promulgation of the Protection of Personal Information Bill (PPI) is imminent. The PPI Act aims to bring SA in line with the…
SaaS & Product Thinking
Great overview on making sense of your cloud strategy. Here are some notable sound bites: Gartner's definition of cloud…
CRM & Salesforce
CRM solutions often suffer from resistance to adoption. There are many reasons for this. This blog post from Lee Novak covers the…
SaaS & Product Thinking
In SA the main Saas obstacles are: Off-shoring of personal data where a global saas provide is used. This raises privacy issues,…
SaaS & Product Thinking
I’ve never been a great fan of native device apps. They go against the grain of pure browser-based apps, introduce cross-platform…
CRM & Salesforce
Migrating applications to the cloud poses a particular set of change management challenges for organisations. The many benefits…
SaaS & Product Thinking
Have been trying to unpack some of my thoughts on Saas and Saas providers. Here's the first pass. 1. Are the requirements met by…
SaaS & Product Thinking
For all the benefits of SaaS, enterprise adoption may be hampered by a number of factors. These may vary from region to region…