We hope your 2024 has been off to a beautiful start!
We’re kicking off the new year with a new service: a Salesforce discovery workshop guided by a subject matter expert in your industry. While meticulous discovery sessions have always been a part of our Salesforce implementation roadmaps, we’re now offering the sessions on their own with no commitment to follow through with an implementation.
This session is particularly beneficial for organizations new to Salesforce, offering a structured approach to kickstart their journey. It also provides valuable insights for established Salesforce users seeking to maximize the platform’s potential for their specific needs and objectives.
You’ll just be meeting with us — as in our industry subject matter expert and a business analyst — and discussing your organization’s background and challenges, sharing your day-to-day operations and any areas you’d like to improve. We’ll discuss common pain points in your industry as well as any unique pain points you’re experiencing, such as difficulties meeting a certain customer demand.
When we’ve gathered enough information, we’ll conduct a thorough evaluation of your business operations to pinpoint enhancement opportunities and determine the optimal Salesforce solution.
After the workshop, you’ll have copies of the following to share with your team:
- Our review of your business processes
- A list of our recommendations on how to address your business challenges
- A list of industry best practices and our comparison of your processes to these practices
The workshop is designed to span approximately four hours, equipping you with the knowledge needed to confidently select the Salesforce or third-party integration that aligns best with your requirements, or determine if any are needed at all. We recognize that decision-making takes time, so feel assured that there’s no rush to finalize choices immediately—we’re here to support your organization’s journey at your own pace.
Ready to explore opportunities to transform?
Reach out to us anytime to get a Salesforce discovery workshop scheduled. You never know what potential and competitive edge you could discover!
