OUR SERVICES

If you’ve decided to use Salesforce as your CRM, we can help you get started. With the right planning and set up, you can automate your sales and marketing processes to do more selling and less admin every day.  

When introducing Salesforce into your business, we check that your IT infrastructure is working well together to ensure a seamless integration. This step means you can analyse data insights and customer behavior, helping you take your business to the next level.  

We will break down your project into stages, rather than completing everything in one go. This allows us to conduct testing, seek your feedback and make necessary adjustments, to ensure your Salesforce platform is delivered correctly.

There are three stages: 

1. Discovery – we get to know who your users are, what they need and the best journey for them. 
2. Design – we create a solution and implementation plan that will give you the best return on investment. 
3. Training – we make sure your staff become familiar with agile methods, so they can act as a self-managing, high performance team ongoing.

Introducing Salesforce involves more than a few training sessions on how to create a record, run a report or view a dashboard. We need to change behaviours so that your team recognises  Salesforce as the essential tool it is. We will show you how to overcome resistance and effectively onboard all your team members.