
Our Approach
Be dynamic
Our comprehensive Salesforce implementation process puts users and customers at the heart of everything we do, connecting the dots and building clear pathways for business transformation.
We build trusted relationships with our clients by using our proven methodology and process transparency to deliver innovative results-driven solutions.
How we do things

Be strategic
We work with our customers to develop the right strategy and solution to deliver success. We undertake comprehensive solution design before every project.

It takes a trusted team to execute a bold future vision and we want to be a part of yours. Working with other partners when needed, we thrive on shared goals and objectives.
Be together
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We are in the business of solving problems, we love out-of-the-box thinking and creative problem solving.
Be creative

We are committed to open and honest communication, we won’t sell a solution without a problem or without being confident that it will add value.
Be transparent
Our Salesforce delivery process

High level process timeline
Partner
Customer
Partner & customer
WEEK 1
Discovery & kick off
Internal planning
Delivery planning and kick-off meeting
Platform logins shared
Architecture/ experience/journey design workshop
WEEK 2-3
Experience &
solution design
Creation of experience design documentation
Creation of technical solution documentation
Approval of experience and solution design
WEEK 4-7
Build
Data integration CRM build
Creation of technical solution documentation
Content creation
Template build
Journey build
WEEK 8
Test (UAT)
Handover for customer testing (UAT)
Customer testing and feedback
Platform logins shared
Sign off
WEEK 9
Deploy
Final documentation update with ‘as built’ details
Final handover of solution
Go live
WEEK 10
Support
Support for post go-live queries and refinements
Campaign measurement and optimisation