Discover - Our consultants take time to learn about your business process, culture, and goals. Then they create an outline for achieving your goals with Salesforce and the existing system infrastructures. We ask questions, listen, and take we notes. Gathering data and synergies it early in the project is critical to achieving a successful project.
Design - Our consultants and developers configure Salesforce to meet your unique needs. We use as much native functionality and point-and-click configuration as possible. When no other option is available, we will write custom code to satisfy requirements. We always weigh the cost / benefit of adding new requirements and we keep you up to speed on our progress and billable hours during the entire process. No surprises.
Train - The #1 metric of success with Salesforce is user adoption. After the design phase is complete, users not only need to understand the system, they need to believe in it. They need to believe Salesforce will make them better at their jobs. This can only be achieved with a thorough understanding of all relevant system features and how it ties into overall goals. This knowledge transfer creates lasting value for the organization.
Optimize - After users have integrated the new system into their daily workflows, they can suggest areas of improvement or new functionality to make the system more efficient. Other business departments like human resources, accounting, and marketing can be integrated with Salesforce. There are thousands of 3rd party applications for the Salesforce platform that may add huge value.