Why commit to a major project until you have the ability to make an informed decision? If your system is causing pain, a needs analysis can be the right solution for determining the path forward.
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Salesforce is an investment for any organization and estimating what projects will cost is crucial for planning and budgeting properly.
If you aren’t documenting your Salesforce processes and customizations, there’s no better time to start than now.
Salesforce may be in the cloud, but hiring a Salesforce consultant who can sit with you in person, understand your needs, and communicate with your users face-to-face has incredible benefits.
Leverage the power of your organization’s data in Salesforce with in-person training led by our CEO and Founder (and six-time certified Salesforce expert!) Kelly Pfrommer.
A needs assessment can help you get the most out of your investment in Salesforce. Here are key times when one can add value to your organization.
Getting the right consultant to take a look at your Salesforce platform is like getting a mechanic to check out your vehicle. If you want to keep moving, it’s only a matter of time until you need an expert.
Integrating data between Salesforce and your other systems is a great way to help your team be more efficient, productive, and happy with their tools. Asking these key questions beforehand can help that integration succeed from the get go.
It can be daunting trying to figure out whether you need a Salesforce admin or a Salesforce consultant to get you where you want to go. So let’s break down the options.
Do you really need a Salesforce admin? Yes, you do. Salesforce is an investment in the future of your business, so every business with Salesforce, even a company with a total user count of one, needs a Salesforce Administrator to get the most out of that investment. Read on to find out why.