All Salesforce implementations start with in-depth conversations to identify your team’s pain points, goals, vision and wish list for your shiny new CRM. Our team will walk you through a structured system to clarify processes, understand customizations needed and discuss a variety of solutions/approaches.

We’ll build out your Salesforce platform in phases giving your core team ample time to test all settings, features and customizations. You’ll have time to make changes and give feedback throughout the process before going live.

After all testing is complete, our team will upload all of your data into your live production org, train staff on the various features, and stick by your side for two weeks post-implementation to make sure everything is running smoothly. You will have all of the support you need to give your team confidence in your new platform.