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Our Approach

We are dedicated to making a difference. Our goal is to serve as a Product Owner for your Salesforce org, CRM, and business technology - assisting you in achieving the necessary features and functionalities.

Results

We Focus on Delivering Impact

The technology in your business serves a purpose and is intended to have a positive impact. It can enhance marketing efficiency, boost employee productivity, improve communication and responsibility, and influence key metrics such as operating expenses, sales, retention, and customer satisfaction. By examining the foundational aspects of your business, including processes and tools, we can pinpoint and address any challenges that may be hindering your desired outcomes.
 
Your business technology aims to improve marketing, employee productivity, communication, responsibility, and key metrics like costs, sales, retention, and customer satisfaction. By reviewing your processes and tools, we can identify and tackle challenges affecting your goals.

Expertise

Process-centric and system-thinking problem-solvers

You understand your business inside and out. We specialize in technology and data, complemented by a strong background in Sales and Revenue Operations, Customer Support Management, and Go-To-Market strategies. 
 
We speak you language and together was can optimize your CRM system to align with your unique business needs and gain valuable insights for informed decision-making.
 

Trust

We aim to be an extension of your team

We collaborate with your cross-functional teams to identify and address business-wide challenges and process improvements for specific departments or areas.  You're looking to deliver a best-in-class experience to your customers at every stage of the customer journey; we're here to support the technology that makes that easy.

Our Framework

Assessment and Discovery

Together, we'll review your business model and functions, including mapping your customer's journey from first touch through customer support.  At this stage, we'll engage managers, stakeholders, and key employees in workshops to share and document processes and metrics and pain points, particularly if your processes have been more loosely defined in your business.  We'll also evaluate the current state of your CRM and other software systems, identifying strengths and weaknesses.

Perform a Gap Analysis

After mapping necessary business functions to be supported in software systems, we'll identify gaps in data, process support, or user access and recommend solutions through configuration enhancements, process tweaks, automation, additional/different tools or custom development.

Charting Your Roadmap

We'll help prioritize identified issues and solutions to develop a roadmap outlining the sequence of implementation, focusing on high-value, low-effort changes for quick wins.  Estimates of project duration and costs will be presented for larger initiatives.

Iterative Implementation

Our team develops system changes in manageable increments, adding features and functionality over time, and soliciting feedback from stakeholders and users throughout the process. An iterative process allows us to remain flexible and adaptable to changing requirements as the project and needs evolve.


We can also support training and change management to ensure that changes are delivered with the most positive impact across your team.