We believe that to build customer relationships, understanding people is just as important as understanding the platform you want to use to reach them. With that in mind, our process is built on a foundation of three core principles:
Think Strategy First, Then Add Technology.
We meet with your team to understand your business goals and requirements. This is by far the most important part of our process for creating an effective customer relationship platform. Instead of pulling a piece of technology off the shelf and then adjusting it to fit your organization, we approach it in reverse order. First, we gain a true understanding of how your business currently operates, how you want to operate in the future, and what success looks like for your organization. Once we know those details, we configure Salesforce so that it meets your specific goals.
Start small and be agile.
We believe it’s better to break the process of building customer relationships into smaller projects than to try and wrap it all up at once. By doing so, we’re able to identify priority features that can be implemented first. Once those features are implemented and in use by your team, you may find that the other expected needs for your business process change and evolve. We work with your team with the big picture in mind to help you continuously improve how you’re using Salesforce for better performance and results.
Treat data as a road map for the future, not a report card on the past.
Salesforce provides organizations with data related to their marketing, sales and customer service efforts. Data collection alone, however, won’t make an impact. How you use the data is most important. When setting up your platform, we’ll work with your team to identify a few key metrics that can be used to measure how effectively your processes are achieving your objectives. Rather than just looking at this data as an indicator of your past performance, we’ll work with you to break it down into components that will help identify what your business can do better in the future.
Ready to put our process into action for your organization? Let’s get started.