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.
Get to know you, your business and defining success.
Plan what we all need to do to prepare for success.
Identify small steps that can be completed quickly.
Get the nuts and bolts in place.
Make sure everything will work when the rubber hits the road.
Work with everyone to prepare for their role.
Continue sprinting through manageable steps to complete the overall goal.
Flip the switch.
Check on each participant individually.
Check that the definition of success was met and celebrate!