If you want to implement Salesforce software in your company, we carry out a Salesforce consulting process to optimize all its benefits.
We define a work plan, where we identify the objectives and indicators of success that can be measured, a process model and its implementation with Salesforce. We will also carry out an inventory of system integrations that are necessary, details of the data to be imported and what is more important, identification of those responsible for them. Finally, we would establish what are the necessary requirements and the final result to be achieved, collecting everything in the implementation and training plan.
How will we do it? Identifying the real requirements of your company on your client management platform.
We will analyze the vision, mission and values of your organization, we will identify which processes and systems you use and which actors intervene in it, and we will list the specific requirements necessary for the implementation of Salesforce.
Next, we will agree on a detailed implementation process in the most favorable way for the company in terms of dates, actions and other aspects.
For the maximum optimization of the use of this software, Salesforce allows the development of functionalities in a personalized way, personalization