Alignment

Let’s start off on the right foot.  At the outset, we outline the high-level goals, expectations, deliverables and timeline. At the end of this step, we’ll have a high-level strategic plan, accepted by all stakeholders, with clear goals for Salesforce implementation.

Discover

Discovery is when we get into the details. We’ll look at the most critical components of your business, things like how your business’s data flows from one department and system to the next, your sales processes,  customer service processes, how your team communicates with customers and each other, and much, much more.

Roadmap

Next, we build a roadmap. This roadmap assigns a project’s goals, timeline and information found during our discovery phase. We create an outline that will guide our collaborative milestones that serves as a guide to complete our work.

Build & Test

This step concentrates on designing & building your solution. Scheduled, organized and efficient meetings provide realtime updates to ensure alignment. After the build is complete, we perform our quality assurance checks.

Training & Support

Since Salesforce is a new, more efficient way of operating than most have experienced, there is a learning curve. We provide onboarding and training to ensure your team gets the most out of Salesforce and you recognize a quick ROI.