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#SalesforcePartners are usually required to quote

June 2, 2024 admin

#SalesforcePartners are usually required to quote against a set of requirements in a Statement of Work (SOW). Sometimes the client…

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Posted in: Project Management, Salesforce, Statement of Work

Have you ever started work on a project without a contract in place?

April 13, 2024 admin

Have you ever started work on a project without a contract in place? 🤨Be honest! A lot of partners tend…

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Posted in: Professionalism, Salesforce, Statement of Work

Ok, the doodle below didn’t age that well did it

November 26, 2023 admin

Ok, the doodle below didn’t age that well did it* 😬Genie is SO last century (actually, 2 DF’s ago).It’s CDP…

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Posted in: Statement of Work

Ever read a Statement of Work

March 21, 2022 admin

Ever read a Statement of Work (SoW) so bad that it makes you want to wrestle with a cactus, naked?…

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Posted in: Statement of Work

Fixed Price or Time & Materials?

July 10, 2021 admin

Which is better: Fixed Price or Time & Materials? These are the two main types of commercial agreements that Salesforce…

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Posted in: Commercials

Everybody hates pushy sales tactics

May 26, 2021 admin

Everybody hates pushy sales tactics.Everybody hates people who don’t listen. I can probably say the above with almost 100% certainty.…

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Posted in: Pre-Sales

Being realistic in sales…

March 18, 2021 admin Leave a comment

It is inevitable that sales can sometimes paint a picture that is a little too beautiful, too bright and too…

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Posted in: Pre-Sales, Projects

I promise you’d drive them to the moon…

February 17, 2021 admin Leave a comment

“Um, I said you’d drive them the 238 855 miles to the moon with your 1964 Morris Minor.” Argh! I…

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Posted in: Risk & Issues, Statement of Work

You don’t have a billable project code

November 7, 2020 admin Leave a comment

“You don’t have a billable project code against the pre-sales activity? Sorry, not interested.” Be careful what you wish for.…

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Posted in: Best Practice, Leadership, Pre-Sales

Those of us in the consulting industry

October 14, 2020 admin Leave a comment

Those of us in the consulting industry will know that preparing proposals and working in Bid Teams is generally far…

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Posted in: Effective Communication, Problem Definition, Rules of Engagement, Statement of Work

A statement of work is a binding contract.

October 9, 2020 admin Leave a comment

A statement of work is a binding contract. A marriage is a binding contract. So why do so many people…

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Posted in: Statement of Work

I’ve just come across a poorly written Statement of Work

September 25, 2020 admin Leave a comment

I’ve just come across a poorly written Statement of Work from a vendor, and there are so many red flags…

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Posted in: Problem Definition, Statement of Work

Data migration on a CRM Project

July 30, 2020 admin Leave a comment

Data migration on a CRM Project is a much much bigger workstream than anyone thinks. Corrupt, inaccurate, inconsistent, irrelevant or…

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Posted in: Commercials, Data & Analytics, Tools

The two key elements that are candidates for ‘trimming’

May 11, 2020 admin Leave a comment

The two key elements that are candidates for ‘trimming’ on a project estimate at the sales stage that’s beyond the…

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Posted in: Commercials, Requirements, Scope Management

How to consistently and repeatedly reduce the possibility of…

May 10, 2020 admin Leave a comment

How to consistently and repeatedly reduce the possibility of a project being undersold in a fast-paced sales cycle? Estimating correctly…

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Posted in: Estimating, Managing Expectations, Pre-Sales, Requirements

Salesforce Discovery – Reap what you SoW

December 19, 2019 admin

Apart from a poor attempt at doing puns (I normally leave that to hubby!) that is exactly what a Salesforce…

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Posted in: Article, Commercials, Discovery, Statement of Work Filed under: Discovery Deliverables, Project Discovery, Statement of Work
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