Make your CRM smarter, get better sales.

We help you implement and develop your Salesforce CRM to align with your sales process, so you can both simplify and speed up sales.
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Get a FREE Salesforce CRM enhancement planning template

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Alignment

Redefine how Salesforce Sales Cloud can be used to improve the effectiveness and efficiency of your sales process.

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Simplify

Make your Salesforce CRM faster and simpler so your sales team can use it easily.

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Remove delays

Create a seamless sales management process with smart data capture, tasks and automation to streamline the sales process.

What we do

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    1. Defining your solution

    We help you define your requirements through stakeholder workshops and user groups. Then, we create user stories, UX and wireframes, ranging from a dozen to over two-hundred, to make sure your users can do everything they need to within the CRM.

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    2. Sprint-based development

    Once everyone’s agreed on the requirements of the projects, we come up with wish-lists of “must haves”, “nice to haves”, and “low priority” tasks.

    Looking at the user stories, we then plan a series of sprints, typically using six-weeks, broken up into one-week planning, two weeks on build, another on UAT, and two week’s rest. Then, it’s time to review and repeat. 

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    3. Deployment and training

    Nearly there! Now it’s time to plan out the deployment in a controlled way. This means unit testing; realistic timeframes; content freezes; and change set control. Finally, who is it on your team that we’ll need to train? We’re entirely flexible to your needs.  

Case study: Financial Express

These guys asked us to set them up with Salesforce CRM and help roll it out within their company. They wanted to use it for leads, lead-conversion, opportunities, quotes, invoice requests, but most of all to stop so many emails being sent around. Salesforce, to them, meant they’d have one central place to put all their data, one view of customers, and one view of opportunities. It meant a simpler, more streamlined, and collaborative sales process...

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