SALESFORCE
MAKING SALESFORCE
WORK FOR YOU
IF YOU need help, we have the resources!
Salesforce is an investment in your
team, your company, and most importantly,
your customers. Salesforce is a powerful
tool, and to get the most out of it, it
needs to be configured to match your
business processes and goals. As your
business changes, you may need to update
Salesforce to match those changes. It’s
not an out-of-the-box solution. It takes a
time and resource commitment from you in
order to realize its power and benefits.
We Have the Experience
Expertise
Business
Processes
Requirements
and
and
We have over one thousand Salesforce
implementations under our belt. This gives
us the experience necessary to identify
key success factors, such as outlining
business processes and policies, finding
the disconnects between policies and
how things really work, and documenting
the data needed to define analytics and
key performance indicators (KPIs). We
continually challenge the process and bring
best practices to the table to make sure
you are focusing on the things that matter
most to your business and your customers.
Implementation
With our Full Implementation and
Quickstart processes, your Salesforce
implementation will go quickly and
smoothly. No surprises. We define, build,
test, train, and monitor for adoption.
We have built core competencies and
certifications on the various Salesforce
clouds, such as Sales Cloud, Service
Cloud, Pardot and others. We will help you
roadmap your rollout and not try to “boil
the ocean.”
Training / User Adoption / Change
Management
All implementations come with training,
but we also have more in-depth training
programs and materials available. The best
path to follow is this: user adoption > data
quality > usability > business value. We have
adoption and training programs that can
start with the rollout and continue right on
through the first six months. We can even
set recurring or annual brush-up trainings
for your team or new team members.
Managed Services
Most companies do not need