Methodology

Methodology

Our Salesforce Success methodology ensures new processes are efficiently launched and adopted.

Methodology

Our Salesforce Success methodology ensures new processes are efficiently launched and adopted.

Achieve Salesforce Success with Our Proven Agile Methodology

Our Salesforce Success methodology uses Agile Project Management techniques to design and implement solutions that drive results. Agile Project Management includes short, focused cycles where small gains (wins) are achieved in each cycle. This approach maximizes the chances of success and provides positive feedback to all parties, including the end users. This iterative, agile process feeds on itself to level-up each cycle to greater success.

10 Steps to Salesforce Success

OUR PROPRIETARY SALESFORCE SUCCESS METHODOLOGY FOLLOWS A 10-STEP PROCESS.

1. Discovery

Get to know you, your
business and defining success.

2. Readiness

Plan what we all need to do to
prepare for success.

3. Sprints

Identify small steps that can be
completed quickly.

4. Implement

Get the nuts
and bolts in place.

5. Test

Make sure everything will work
when the rubber hits the road.

6. Coach

Work with everyone to prepare for
their role.

7. Repeat

Continue sprinting through manageable steps
to complete the overall goal.

8. Go Live

Flip the switch.        

9. Follow Up

Check on each
participant individually.

10. Complete

Check that the definition of
success was met and celebrate!
Start Succeeding
With Salesforce
Start Succeeding
With Salesforce