We have an assessment you can take, only takes about 3 minutes, to help organize where you are today and where you’d like to be ideally. You can also schedule a consultation with our team to allow us to introduce ourselves and get to know your situation.
Initial call will be with our Sales team and possibly a tech team or Sales engineer. They will ask you about 15 questions which will give us an idea of your current state, some of the issues you might be facing, and your goals. That info will be shared with our client engagement team who will outline possible solutions and [...]
We can’t tell you that without knowing how you're using your current system, what your needs are now and what your future expectations are.
That depends on how badly things are messed up. Once we understand the issues and you help us rank them in terms of priority, we can then provide an estimated completion timetable.
I’m already working with a company like yours and I’m disappointed. How are you going to be any different?
We’d first seek to understand your business, your processes, what other technology you use, and how you operate. Second, we would want to know your needs and what you initially expected Salesforce to help you accomplish. Next, we would want to know how you currently use Salesforce and we may conduct a “health check” on your current Salesforce instance. Once [...]
How can I determine the right path for us? Hire an internal Salesforce administrator and/or developer This is a great resource to have, if your company is large enough to warrant this resource. On average, companies with less than 225 employees probably don’t yet need an internal administrator – but we’ll caveat that with the fact that companies are using [...]
What drives my costs up? -- For companies that just assume Salesforce will automatically solve all your problems, this is not the case. If you do not have set processes already, your costs can rise because we’ll need to take the time to help you map that process out. The technology should be configured to an existing process, not define [...]
For Salesforce implementation: Any organization that has recently purchased, or plans to purchase Salesforce, can use us to help implement and configure the platform for their company’s sales process Our Salesforce Admin Managed Services service is perfect for any organization or department that does not currently have, nor requires, an internal Salesforce administrator Organizations that need DevOps help to speed [...]
We get this a lot. While Salesforce can be a frustrating platform to ramp into, we assure you that it has less to do with the tool itself and more to do with learning how to properly configure it, use it, and get all team members bought into the benefits of using it. Similar frustrations are likely to occur on [...]
If you have yet to begin your implementation or are not thrilled with your implementation and use of Salesforce, chances are we can help change your mind around that. Frustration typically stems from the following issues, all of which we can solve: The platform was not properly configured to your company’s processes User-adoption is low, as not all company users [...]