Consultation Process
We will thoroughly evaluate your business and processes. Once we have a good understanding of how you and your company operate, we will provide a detailed Salesforce recommendation on how to enhance your business. We are here to support your company’s growth and personal goals across all departments.
Through a few discovery sessions and interviews, we’ll identify any improvements you could implement in your processes, Salesforce instance, or ecosystem of applications.
High Points
- Analyzing your business ecosystem – processes, systems, and apps
- Determining widespread CRM needs and goals
- Outlining the results that customizing and implementing Salesforce will deliver
- Offering an extensive recommendation report