Learning your business processes to understand the objectives you want to achieve with a CRM, and come up with the right roadmap.
Forming a CRM implementation roadmap with clear KPIs and deadlines. Defining metrics to set the project up for success.
Configuration, customization, and other technical work that is required to automate your client relations, advertising, and other business processes with the help of the Salesforce CRM.
Thoroughly checking the system to make sure it complies with the agreed-upon plan and does what it’s supposed to.
Rolling out your Salesforce solution, and making sure the adoption process is hassle-free for your employees.
The official launch of your new CRM isn’t the end of our cooperation. We will continue working with you and help you grow the system so it can bring you even more value in the long term.