Snowy mountain range and cloudy forground Milford Sound

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

Man standing on rock outcrop of Keplar Track mountains in distance

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.

Close up hand holding sheet of ice in mountain shape, Fiordland

Be transparent

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.

Woman walking on lakeshore towards mountains, Aoraki Mount Cook

Be creative

We are in the business of solving problems, we love out-of-the-box thinking and creative problem solving.

Sheep on green grasslands in front of lake and mountains in distance

Be together

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.

Our Salesforce delivery process


High level process timeline



Partner & customer


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


Data integration CRM build

Creation of technical solution documentation 

Content creation

Template build

Journey build


Test (UAT)

Handover for customer testing (UAT)

Customer testing and feedback

Platform logins shared


Sign off



Final documentation update with ‘as built’ details

Final handover of solution

Go live



Support for post go-live queries and refinements

Campaign measurement and optimisation