HOW WE COLLABORATE MAKES THE DIFFERENCE
Years in consulting have allowed us to develop a project planning process that follows a series of predictable steps.
This makes it easy for our clients to understand their options, plan for success, and know what to expect as their projects progress.
OUR PROJECT PLANNING PROCESS
Every project is unique, but they all start in the same place: with a “Hello” and a little bit of small talk.
We take this first conversation as an opportunity to learn about who you are as a business, what you’re hoping to accomplish with Salesforce, and where you’re at in the project planning process. And of course, we’re happy to answer any Salesforce related questions that come up along the way!
Your team does the talking, we do the listening.
Tell us where your current systems and processes are falling short. What does the “perfect system” look like? Which requirements are a “must have” vs “nice to have?”
Only after we understand what the ideal state looks like can we start to talk about your path to get there.
If you’re migrating to Salesforce from another CRM, we ask to see it. If you’re running your business on a giant excel spreadsheet, we ask to see that as well. Even if you’re already working in Salesforce but looking to improve or expand, we want to take a tour through your environment. Seeing your data is so important to understanding your business and will help avoid unexpected and expensive surprises during your project.
Before we ask our customers to execute contracts or make financial commitments, we take one final step to reconfirm expectations, timelines, budget, and mutual fit. When we say we’re ready to GO, our customers know we mean it!
We’ve learned over the years that there is no one-size-fits-all approach to Salesforce. Every business is unique and needs different things. Our approach to project execution is to present you with options, discuss the pros and cons of a variety of different approaches, and let your team make the decision on which approach works best.
We have a lot of tools in our toolbox, but not every one of them makes sense for every project. Our job is to guide you through the best combination of project tasks, milestones, and deliverables to get you from project kickoff to project close as effectively as possible.