We can help you build a centralized place to turn your sales leads into revenue.

Efficiently manage and track your sales contacts, accounts, deals & documents. All you need is a web browser or mobile device to access it from the cloud.

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Our 4 Steps to Successful CRM Implementation:

1

We listen to you, our client: Requirements Management Phase

It's about your business needs. First, we work with our clients to ensure on-time and on-target delivery through disciplined project and requirements management. We will gather/document/prioritize requirements, review processes, set realistic goals and define solution design activities. After prioritizing your business requirements, we will build a detailed phased project plan.

2

We execute on your requirements: Set-up and Customization

Once we have your sign-off on the project schedule and requirements, we're ready to execute the solution design activities (data mapping, object modeling, page layout design, business rule definition, data security/user access set-up), and customize the application. We will provide you with regular status updates.

3

We perform quality control: Testing and Implementation

We will execute testing and validation to ensure that the Salesforce configuration meets your business requirements and solution design.

4

We help you drive adoption and continuously improve: Metrics/Report Development & Feature Enhancements

Once you're up and running, it's critical to get your users on-board. To do so, it's important to support and train your users, measure adoption, encourage adoption, and plan the next enhancements to add value and functionality to your application. As you get experience with the application and feedback from your users, we will work with you to further leverage Salesforce and Force.com platform.

If you are interested in one or more of our services, contact us for a free initial consultation.