How We Do

Our deep industry knowledge and agile approach give us a head start in designing the right solution, whether it's configuration, software integration, or custom development.

We Know Salesforce. But We Also Know Your Industry.

While many companies offer Salesforce consulting services, few can match our combination of Salesforce and industry expertise. With hundreds of successful consulting engagements across sectors as diverse as healthcare, manufacturing, media, life sciences, insurance, and more, we bring vital industry knowledge to every project. That means we get up to speed faster and deliver solutions that reflect the realities of your industry as well as your need for greater visibility, automation, and integration.

An Agile Process Led by Experienced Consultants

Our agile methodology gets you up and running fast with the right solution so we can spend more time on training and support. We allocate more resources to these later stages of your project because years of experience have shown us it’s critical to maximizing adoption and ensuring long-term success.

Our unique six-phase process is designed to accelerate your Salesforce implementation, configuration, or customization project while giving you greater control and more opportunity for input at every step.

  • SCOPE. Understanding your needs.
    We start every engagement by conducting one or more business-process mapping sessions with key stakeholders. This allows us to understand your business on a granular level: where you are right now, and where you want Salesforce to take you.
  • DESIGN. Outlining the right solution.
    Once we’ve scoped your needs, we provide a detailed outline of the recommended solution. Where appropriate, we’ll offer affordable customization through a configuration of the Salesforce platform or one of our out-of-the-box Salesforce products. Salesforce integration may also be required if you need to connect Salesforce to other ERP and back- or front-end platforms. If you require a custom build led by a Salesforce developer, we’ll provide a complete roadmap so you know what to expect every step of the way.
  • PROTOTYPE. Letting you test drive it.
    Before we finalize the configuration or development process, we prototype the solution so that you and your staff can see exactly how the application looks and functions. The prototype is an important phase, allowing you to see and experience your solution sooner and provide initial feedback at an earlier stage. This process not only gives our clients a greater degree of comfort and control, it also reduces overall project costs significantly.
  • REFINE. Adjusting for the perfect fit.
    It’s essential to get every detail of the functionality and user experience right before your solution goes live. We build in regular checkpoints with you and your key decision-makers to ensure the prototype meets your expectations for usability, functionality, integration, and alignment with your business goals.
  • TRAIN. Supporting adoption and optimal use.
    Salesforce training is integral to the success of the project, and we take extra time and care to develop a customized training strategy that aligns with your organizational culture and fits the way you and your staff work. Our training process involves more time, hands-on learning, smaller class sizes, day-in-the-life simulations, and multiple engagements that stretch from pre- to post-launch.
  • SUPPORT. Ensuring your long-term success.
    Your Salesforce solution needs to evolve and grow in sync with your organization. Our Salesforce support services go beyond simple maintenance to focus on continually increasing usage, improving performance, and maximizing ROI. We take the lead in ensuring your system is regularly updated to capitalize on the latest developments, further your organizational goals, and give you a competitive advantage.