What We Do
Our Services
Health Check
We analyze your current use of Salesforce and provide recommendations for how to maximize the return on your investment.
Implementation
We implement and customize any Salesforce Cloud for you based on your unique requirements.
Ongoing Support
A certified support team provides high-touch, day-to-day support for your use of Salesforce.
Health Check
A Health Check is an in-depth analysis of your current use of Salesforce at both strategic and tactical levels. It is conducted over a series of meetings where key topics are discussed in detail to identify areas of improvement so you can maximize your return on investment in Salesforce.com.
BUSINESS CASE
Why was Salesforce originally implemented? What business needs were Salesforce intended to meet and have those needs changed? What are your strategic priorities and is Salesforce helping to support those priorities?
ADOPTION
Who are the different groups of users? Are the users of Salesforce using it in the way it was intended to be used? What are the top areas of frustration for users? Do the statistics measured by Salesforce indicate problem areas?
GOVERNANCE
Which internal stakeholders own Salesforce? Do those stakeholders have a process in place to govern change management? What is your current change management process and does it incorporate input from all stakeholders?
OPPORTUNITIES
Are there processes that have not yet been automated because of a lack of IT support or budget? How do you engage with your customers? Are customers being engaged throughout the entire customer journey?
Implementation Options
We have implemented Salesforce for dozens of companies ranging from Fortune 1000 companies to small nonprofits. We know that one size does not fit all and our certified team are experts in customizing Salesforce to meet you unique requirements.
- Quick Implementations are intended to roll-out standard functionality with minimal customizations. Quick implementations are perfect for companies who want a solution quickly and are most interested in the standard, out-of-the-box Salesforce functionality.
- Custom Implementations involve a more extensive customization of Salesforce and commonly involve data integrations, custom screens, and the custom automation of internal processes. Custom implementations are perfect for companies who want to go “all-in” with Salesforce not just as a CRM but as a tool to revolutionize their business.
Quick | Custom |
|
|---|---|---|
TIMELINE | Weeks | Months |
COST | Thousands | Tens of Thousands |
DISCOVERY SESSIONS | x | x |
SETUP - STANDARD OBJECTS | x | x |
SETUP - REPORTS/DASHBOARDS | x | x |
SETUP - SIMPLE DATA IMPORTS | x | x |
SETUP - WORKFLOWS | x | x |
SETUP - CUSTOM OBJECTS | x | |
SETUP - APEX/VF | x | |
SETUP - APPEXCHANGE APPS | x | |
SETUP - SYSTEM INTEGRATIONS | x | |
SETUP - COMLEX DATA MIGRATIONS | x | |
TRAINING - END USER | x | x |
TRAINING - USER GUIDE | x | x |
TRAINING - SYSTEM ADMIN | x | |
HYPERCARE | x | x |
Ongoing Support
The Salesforce.com platform is like wet cement. When it is first implemented, it takes the exact shape of what we needed at that time but it changes over time. Just as business needs and teams constantly evolve, so does the need to expand and change how Salesforce is setup. We can provide your team with certified experts who can ensure your Salesforce is always in sync. There are two types of ongoing support models: need-based and outsourced.
NEED-BASED
We provide you support as individual needs come up. For smaller support needs such as user maintenance we will bill you on an hourly basis. We provide you with access to a case management tool to submit, view, and manage all requests so you always have full transparency into what we are doing.
OUTSOURCED
We charge a fixed amount per month to cover all Salesforce.com support, including not just user support and development but also governance and strategy. The scope of this support will be well defined and anything that falls out of it will be handled as a separate SOW.
For more details on how we provide ongoing support, please see our Support Model page