Customization and integration experience is key to getting the best salesforce implementation. Each organization we work with faces unique challenges that require a unique setup. From lead scoring, workflows, and dashboards, we’ll create a unique CRM to fit your business needs.

Each project will vary. Typically, working with a partner evolves from the discovery with the partner, defining objectives, outlining the project scope, and agreeing to the timeline and cost. Then we’ll work on the configuration, implementation, review, approval, and training of your staff. There are also managed services packages offered to help support clients post-go-live. For more information on our process reach out to us via the contact us form above, we’d be happy to discuss our process.