Achieve Salesforce Success with Our Proven Agile Methodology
Our Salesforce Success methodology uses Agile Project Management techniques to design and implement solutions that drive results. Agile Project Management includes short, focused cycles where small gains (wins) are achieved in each cycle. This approach maximizes the chances of success and provides positive feedback to all parties, including the end users. This iterative, agile process feeds on itself to level-up each cycle to greater success.
10 Steps to Salesforce Success
Our proprietary salesforce success
methodology follows a 10-step process.
1
Discovery
Get to know you, your business and defining success.
2
Readiness
Plan what we all need to do to prepare for success.
3
Sprints
Identify small steps that can be completed quickly.
4
Implement
Get the nuts and bolts in place.
5
Test
Make sure everything will work when the rubber hits the road.
6
Coach
Work with everyone to prepare for their role.
7
Repeat
Continue sprinting through manageable steps to complete the overall goal.
8
Go Live
Flip the switch.
9
Follow Up
Check on each participant individually.
10
Complete
Check that the definition of success was met and celebrate!