Restart for Salesforce is designed to unlock unused functionality in your existing Salesforce CRM system or to extend your use of Salesforce to new areas or applications.
We understand that projects sometimes get off track and the goal of leveraging Salesforce to meet company objectives is not being met.
Our Restart for Salesforce program is a simple 4 step process:
1. Discovery Meeting: We begin by meeting with management and your Salesforce.com Administrator. We will review your current Salesforce.com implementation, including:
- Security
- Roles
- Profiles
- New page layouts
- New list views
- Custom fields
- Reports
- Dashboards
- Training
2. Recommendations: Based on our findings, we will make recommendations for an action plan. We work together as partners to finalize these recommendations and agree to the changes.
3. Set up/Re-launch: By working with you hand in hand, we will have learned in-depth about your system, and be able to re-implement Salesforce.com with little disruption. We strongly recommend additional training based on the new functionality and changes that have been made.
4. Defining Best Practices: Helping you define your sustainability goals by following the best practices drawn from our experiences of our CRM community.
- Establish best practices
- Measure, manage, and share
- Integrate, communicate, and collaborate
- Engage and inspire employees
- Manage your supply chain
- Streamline business processes with the cloud
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