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Chart Your Course is a
Low Risk, Low Barrier
Method to Approaching Salesforce.

Chart Your Course is a
Low Risk, Low Barrier
Method to Approaching Salesforce.

Value

Understanding Your Business

Interactive Deep Dive discoveries produce key improvement ideas and innovation concepts that not only increase your Salesforce ROI, but grow your bottom line. It allows our team to truly understand how you do business, what makes you unique, and how we can capitalize on your unique strengths.

Reduced
Implementation Costs

Interactive Deep Dive discoveries produce key improvement ideas and innovation concepts that not only increase your Salesforce ROI, but grow your bottom line. It allows our team to truly understand how you do business, what makes you unique, and how we can capitalize on your unique strengths.

Drive User
Adoption

By analyzing the over-arching big picture and the daily operational tasks of your team we can ensure your Salesforce solution is filled with lots of quick wins and time saving benefits in between.

Built for now,
planned for the future

By developing a custom roadmap and identifying  implementation efforts, your team is able to implement quickly while establishing a strong foundation for the future.

Why our process
Gets Your Company Further
than our competitors.

Our process stands out for its practical approach to Salesforce, offering a level of iterative development and efficiency that surpasses others’ approach. Our methodology ensures smoother operations and superior outcomes, which ultimately saves our clients time and money and equips decision-makers with the power to confidently take technology decisions into their own hands.

Industries Perfect For
Chart Your Course.

Fortune 500 Companies

Insurance

FINANCIAL

REAL ESTATE

Manufactering

High Growth
Startups

Defense
Contracting

ECONOMIC DEVELOPMENTS

Aquisitions

Proof of Concept

A unique offering within a Chart Your Course engagement is the ability to see your data, your business processes, and your pipeline come to life.
 
Before making the investment in Salesforce, let our team build you a Proof of Concept, which is a 50-75% built out product that will allow you and your team to click around, move opportunities, and see how Salesforce will actually look like for your company.

What you'll receive in a
Chart Your Course.

SUMMARY OF FINDINGS

Audit Analysis, Discovery Summary, Integration & Product Recommendations – everything summed up in one written deliverable so you can reference as take your next steps!

NEXT STEPS & ROI

Implementation Pricing, Timeline, and Quick Wins to get your team moving in the right direction, right away.

ROADMAPS

Roadmap of improvements, including feasibility & ROI assessment, support long term adoption and success. Something we are thinking about even at the beginning stages.

Let's Chart Your Course.

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