Salesforce Implementations
Salesforce® is a powerful and flexible customer relationship management (CRM) system that can help businesses streamline their sales and marketing processes, improve customer engagement, and ultimately drive growth and profitability. However, to fully realize the benefits of Salesforce, it's crucial to integrate it with your business-critical systems, applications and processes. With any change, sometimes it takes a consulting partner with a critical understanding of your business processes as well the mechanics of a Salesforce configuration.
Whether its your first digital transformation, optimizing to keep up with new developments or just ready for a fresh set of eyes, we’re here to help! Every project is unique and we have set up a suite of services for you to choose from. Let’s customize your success story together.
Project Based Work
Do you have a strict timeline or budget? Do you have specific goals that you are looking to achieve within strict parameters?
A dedicated project plan is the perfect fit. We will work along side of you to help define the scope of the project, agree on key milestones and what the “definitions of done” look like.
Through an agreed Solution Design and our delivery methodology this model works best with highly organized and specific goals in mind.
Managed Service Agreements
Need a lot done and is it changing constantly? Do you need a bit more of an agile development path that works better with your constantly changing environment?
We will collaborate with you on the velocity, priority and goals to be working towards with regular frequency.
Managed Service Agreements allow for dedicated resources without the obligation of a full time staff and is recommended for environments with evolving needs.
Retainer Agreements
Do you need someone in a short response that knows your system but don’t really need the full time commitment? Not quite ready for a full time Administrator and need help occasionally with Salesforce tasks?
With a retainer agreement, you have us on call. If you don’t need us during the month, the cost is nothing. You can retain our services on demand and work as needed.
Quick Starts
Are you new to Salesforce and not even sure how much customization you need? Do you know you need to get started and just not sure where or how?
A Quickstart is a great way to build your initial configuration, get familiar with the functionality, understand limitations and have a minimal initial investment.
There are Quick Starts available for:
Key Salesforce Experience
Sales Cloud®
Service Cloud®
Marketing Cloud® Account Engagement (fka Pardot)
Salesforce Platform®
Areas of Focus
SMB - We have a high level of experience working businesses in all areas of this segment. Had a CRM for a while and now either want to switch platforms or perform a major upgrade? From startups experiencing early steps of digital transformation to larger customizations, we are familiar with many issues you are most likely currently facing.
Enterprise - Large projects require a multitude of talent to not only build a success story, but to stay on budget and timeline with many stakeholders and workers all needing alignment. We have a great deal of experience participating in multiple roles of larger Enterprise scale projects. If you are missing a key role in a project or need a whole team, we have solutions for you.