01

Discovery

We ask all of the right questions to learn more about your business and processes. Don't worry. If you are still trying to determine the best process, we can leverage our expertise to provide you with industry best practices.

02

Design

We complete a detailed design of your Salesforce org based on your business processes. Our firm understands that a CRM application does not have a "one size fits all" design, and therefore, we design a system based on your needs.

03

Implement

Our team will build your Salesforce org, making sure to collect your feedback and keep you engaged through the entire process. We do all of the heavy lifting!

04

Support

All of our implementations include training and post-implementation support, giving your team the flexibility and time to adjust to a new system.