1. We will first ask you a number of questions to help us understand your business, the current state of technology you use, issues you’re facing, and your overall goals
  2. Clarify your business objectives to determine why and how to utilize Salesforce
  3. Understand your current process to identify gaps and opportunities
  4. Show you how Salesforce helps enhance your existing process and build your implementation roadmap
  5. Help you work with the platform, train your team, and build in additional functionality