For Salesforce projects large and small we use a vision based methodology.

  • Why do you want a CRM?
  • What can it do for your business?
  • If you had the perfect CRM, how would that benefit your business?

Every organisation is different, but the commonly you will be looking to:

  • Get more leads & better leads
  • Make sales staff more productive
  • Streamline post-sales processes
  • Provide management with insight

Vision is really important. Any project will be disruptive, and having a clear vision of the benefits not only concentrates the effort in the most important areas, but also gives you the motivation to make it work.