Salesforce is Point & Click

It is known that the organization's performance increase when there is a well defined CRM Strategy. In this post, I show the bases of the strategy. The CRM Organization and the CRM Vision An organization that has the structure and vision that enables, supports, and eases the management of the sustaining customer relationship can be considered a CRM Organization. In this type of organization, the organizational head has a Customer-Centric vision that becomes a priority and is mandatory for every BU. A vision is Customer-Centric when the Customer Experience is the center of the CRM Process and it drives the relationships between the organization and the current customers, but also, with potential customers too. The CRM Process The process is a consequence of the Sales Process and is nothing but the four main activities that can be associated with the Sales Process (which can have 8 stages or less, depending on the author, here there is one example ).  Awareness : you have to rea...

Why are there so many comparisons among those roles? I believe sometimes is because of a misunderstanding of the roles, roles' objectives, and roles' functions. Let's start with two short definitions: Project : any undertaking, carried out individually or collaboratively and possibly involving research or design, that is carefully planned (usually by a project team) to achieve a particular aim. A "set of interrelated tasks to be executed over a fixed period and within certain cost and other limitations" ( source ). Product (in project management): a deliverable or set of deliverables that contribute to a business solution ( source ). I don't want to try and put here a lot of tables with the functions and characteristics of each role, and later say if they are different or not. I believe it is more interesting to find how they can collaborate in a project and how the project might be done. The four roles pie The Project Manager will plan all the tasks and sh...