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.
business and defining success.
2. Readiness
Plan what we all need to do to
prepare for success.
prepare for success.
3. Sprints
Identify small steps that can be
completed quickly.
completed quickly.
4. Implement
Get the nuts
and bolts in place.
and bolts in place.
5. Test
Make sure everything will work
when the rubber hits the road.
when the rubber hits the road.
6. Coach
Work with everyone to prepare for
their role.
their role.
7. Repeat
Continue sprinting through manageable steps
to complete the overall goal.
to complete the overall goal.
8. Go Live
Flip the switch.
9. Follow Up
Check on each
participant individually.
participant individually.
10. Complete
Check that the definition of
success was met and celebrate!
success was met and celebrate!
Start Succeeding
With Salesforce
With Salesforce
Start Succeeding
With Salesforce
With Salesforce