Consulting services

What can you expect, and what kind of services are we talking about ? We elucidated a bit at the top of the page. We have expertise in all areas of the Salesforce core platform (service / sales cloud) and in particular with regards to integrations. Hence we can help you decide if your current implementation is the best possible implementation of Salesforce for your particular business and processes. And if not, devise a roadmap with you for what needs to change. Items, often related to integrations, that we typically identify are associated with the platform being (mis)used for tasks it doesn’t excel at. Obviously this is an area of some contention. If you speak to an account rep. Platform X excels at basically everything all the time. And how convenient is it to have ‘everything’ in one place! Companies weary of interface development, often based on difficult prior experiences may want to believe this fairy tale. All to avoid having to go through another painful integration project that will overrun 5X, time and money.

No more. We’ll help you analyze strengths & weaknesses of your current implementation. Providing advice on where improvements can be had. If it turns out that certain operations are better done off platform. ( Typically think of high data / volume processes and procedures. As well as certain functions that require middleware pre-processing) we can provide the necessary integrations to make things work as planned.

Way of working

We have flexible schedules, depending on what service(s) you require. If you already know that you need certain interfaces, we can offer fixed price deliverables for certain scenarios. Please refer to our Interfaces page for details. The same goes for a targeted quick scan.

Determine the end goal

In any case we’ll define desired deliverable(s) with you. This could be

• Quick Scan Report
• One or more interfaces to or from Salesforce to adjacent systems
• Consulting track

Once an understanding about the desired goals and outcome is reached, we’ll match it with a quote. This will be contained in an offer, accompanied by a general estimate of throughput and stated borderline conditions.

Quick scan and Consulting

These offers tend to have a lot of overlap. With the major difference being in the consulting track the client can define all aspects of the agenda, where as the quick scan follows a pre-determined trajectory.

Quick Scan

With the quick scan often times there’s a specific domain that the client wishes to acquire more insights about. In general it includes at minimum the following processes :

• Review of the current implementation in a dedicated sandbox environment. This way your production data is shielded and there aren’t any worries about data security.
• Interviews with identified key stakeholders, users and champion users.
• Assessment
• Final report

Throughput time depends on the size of the implementation and requested domain.

Consulting

A consulting offer is entirely customer requirement driven. And can vary between implementing hands-on modifications to your implementation and C-level advisory about your IT road map, and where Salesforce fits in best, according to the platform strengths and weaknesses.

Why us ?

We possess extensive (10+ years experience) knowledge of Salesforce and it’s uses. And can provide objective assessments and advice with regards to it’s utilization in your organization. Not tied to any vendor or supplier, you can always count on our objectivity. We have a sharp focus and industry understanding about Enterprise software in general, where it came from and where it’s currently going. We don’t do hypes, and rely on sound industry proven experience.