Struggling with Salesforce CRM

Problem

1. I am paying for Salesforce, but no one is using it.

2. I don’t trust the data created in Salesforce and therefore, cannot rely on analytics we hoped it would provide.

3. I have no one to proactively train my users to achieve the user adoption we require.

4. I have no one addressing and being responsible for the ongoing administrative requirements that are presenting themselves.

Focus Solution

We will work with you to understand your business, needs and Salesforce usage to analysis your current situation.  Here are our steps to ensure a successful re-launch;

  1. Re-Design: Assess, consult, develop and understand the underlying processes that Salesforce will support.
  2. Build: Re-customize Salesforce to capture the appropriate data; automate workflows; ease usage requirements and integrate with other systems as required.
  3. Train: Formally re-launch Salesforce and transition into live usage.
  4. Support: Continuously improve the Salesforce platform by providing Administrative Support, User Adoption Training and reviewing Salesforce results vs. expectations.
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We’ll talk to your team, understand your needs and design a go-forward plan.

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