Transform your Salesforce investment into a strategic business advantage through our proven 5-step methodology
Step 1: Audit & Assessment
Audit existing system, understand business model, user KPIs, processes, vision, challenges and current priorities.
Step 2: Quick Wins & Simplification
Understand key issues, simplify the system, bring flow, enable key reports, dashboards, notifications and deliver quick wins to earn user confidence through training and awareness.
Step 3: Pre-built Assets Enablement
Enable our pre-built assets and functionalities to help users see quick value and create positivity.
Step 4: Automation & Enhancement
Enable more automation, integration, customized UI enhancement to share more productive gains.
Step 5: Continuous Improvement
Create a backlog of ideas and continuous improvement releases, plus planned enhancement and support ticket resolution.
Step 6: AI & AgentForce Integration
Propose AI (AgentForce) and other advanced features and applications from Salesforce to leverage the power of the entire ecosystem to grow business.
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Transform your Salesforce investment into a strategic business advantage through our proven 5-step methodology
Top-Down Strategy
We involve leadership teams with steering group meetings, building short-term improvements (quick wins) to earn confidence while maintaining a long-term view on overall user adoption.
ROI Focus
We create dashboards with key initiative KPIs to track how Salesforce is contributing to the business and improve overall ROI from the Salesforce initiative
Continuous Growth
Long-term view focused on user adoption improvement and sustainable growth through systematic enhancements and ongoing support.
Dedicated Resources
We propose a pack of effort hours with dedicated Salesforce consultant and developer. Communication is direct and quick.
- Dedicated Salesforce Consultant
- Dedicated Developer
- Direct Communication Channel
- Apex Development
Transparency & Engagement
We enable systems for transparency and improve engagement. We define SLA and priority levels to ensure discipline and continuous improvements.
- Clear SLA Definitions
- Priority Level Framework
- Transparent Reporting
- Apex Development
15,000+ users supported in adopting Salesforce
Manufacturing
Aviation and Airlines
Fashion and Retail
Information Technology
Builders and Developers
Pharma
Education
- Banking
Companies typically use only 30% of Salesforce capabilities, leading to $500K+ annual waste in enterprise deployments.
Organizations with active C-Level sponsorship see 3x higher Salesforce adoption rates and 2x faster ROI realization.
Implementing 30-60-90 day quick wins increases user confidence by 75% and accelerates full platform adoption.
Essential metrics and dashboard frameworks to track business impact and justify continued Salesforce investment.
Companies typically use only 30% of Salesforce capabilities, leading to $500K+ annual waste in enterprise deployments.
Organizations with active C-Level sponsorship see 3x higher Salesforce adoption rates and 2x faster ROI realization.
Implementing 30-60-90 day quick wins increases user confidence by 75% and accelerates full platform adoption.
Essential metrics and dashboard frameworks to track business impact and justify continued Salesforce investment.
