First, we'll come to you for an on-site consultation, so we can find out what success with Salesforce looks like for you. During this time, we'll talk through how you might already be using Salesforce and understand your goals.
After we've delved into your vision, we'll mould a road map around your goals to set priorities and plan your support tasks for our team.
Next, we'll agree a daily, weekly, or bi-weekly support slot that's best for your schedule, so we can talk through what's been done and answer any queries you might have.
This is the exciting part! We'll begin supporting you as per the road map, and be on-hand to answer any questions or queries you might have for us.
After each quarter, you'll have a detailed review with your dedicated account director and consultant. This is where we'll refine your goals and objectives for the next quarter.
This process will then loop until the end of your contract!