Streamlining Success: The Power of a Single Point of Contact
Can I recognize how tired I am of being passed along the sales funnel when I’m shopping for a new vendor, partner, or consultant? It’s exhausting, isn’t it? As a customer in the real world too, I get it. That's why I want to take a moment to share how I’ve set up my business structure to better serve my clients—without the frustration of getting bounced from person to person.
The Discovery Call
When you reach out to us, your first point of contact will be me. I want to personally understand your needs and goals. This allows me to realistically guide you in determining if Salesforce is the right product for your team and if my team can meet the needs and expectations of your project. No hand-offs, no confusion—just a direct conversation to see if we’re a good fit.
Not every Salesforce consultant offers the same services, skills or is the best fit for every organization. It’s important to determine if I can realistically provide you with the services you’re looking for, if you need a more robust team that can handle really complex projects, and/or if we’re a good match in work style. The only way to determine that is to have an honest conversation and talk through expectations.
Too often, I see sales people promise they can meet the needs of the client no matter the ask and it ends up leading to a frustrating outcome on both sides of the project. It is always my goal to direct you to the right person or team - and sometimes that might not include working with Salesforce as your tool at all!
In-Depth Discovery Sessions
Once you sign on as a client, we’ll move into more detailed discovery sessions with various team members and departments. I’ll be involved every step of the way, asking a million questions to fully understand both the big picture and the fine details. This way, I can craft the best plan to set your Salesforce project up for success.
Discovery sessions can be quite fun! It is our opportunity to explore your wish list, your pie-in-the-sky wants, and identify where bottlenecks and issues currently exist. This is a great opportunity to bridge challenges between departments and identify processes that need reworking. I love walking your team through a guided discovery process and having a structured outline of our entire project when we’re done.
The Build, Implementation, and Training — It Takes A Village
With a solid outline in place, I’ll work closely with my team to build out your Salesforce project. We’ll walk you through the criteria we’re using and how your team will be testing each function. In the background, we’ll be moving everything from the test platform to the live platform as you sign-off on various functionality. And, finally, we’ll ensure you’re equipped with the knowledge to use every feature through hands-on training and lots of videos.
I work alongside very smart, dedicated colleagues who are experts in certain aspects of Salesforce. But here’s the thing—I’ll always be involved in the build to make sure it aligns with the vision we discussed. This approach guarantees that we deliver exactly what was promised from the beginning to the end.
Why does this matter? Because moving from person to person throughout the sales funnel is exhausting and often leads to a breakdown in communication and expectations. I take pride in delivering a cohesive, seamless process where you can trust that everything stays on track.