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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

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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.

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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

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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

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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