Discovery & Business Process Review
A Salesforce Certified Consultant will meet with you to determine the set of business processes, define roles and responsibilities as well as schedules and timelines. We’ll work with you and your team to understand your needs and propose a configured solution to meet them.
Development & Configuration
Based on the findings of your discovery, we’ll set up and configure your Salesforce solution. This includes security configuration and user setup, as well as implementing custom fields, views, reports, templates & page layouts.
End User Training & Go-Live Support
We’ll cover key concepts, how Salesforce manages data, and best practices on quickly finding, creating and updating records. We’ll show your end users how Salesforce can make them more productive and successful. Rest assured that on your go live date our staff will be there to help and support you and your team to ensure the best possible solution from day one.
The CRM Firm worked with us to define workflow processes, an implementation project scope of work and related budget. I am thrilled that I chose them as our consultant to implement Salesforce into our organization. It would have been nearly impossible to implement in a timely manner without their assistance. They were professional, competent and flexible. Thanks again The CRM Firm, you did a great job and adhered to our budget. I would highly recommend this company to other customers implementing Salesforce as well.
Tim Painton
Guardian Broadband
