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

ExperienceDesign_Innovation_ProblemSolving_Solution_Success.jpg

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

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