Our methodology
We work in four clear steps. Step by step, without hassle. You stay involved and always know where we stand.
Intake & analysis
Inventory processes and customer flows and determine goals.
We start with a meeting where we get to understand your processes well. We look at how you currently work and where the pain points are. We map everything out without complicated analyses.
Roadmap & advice
Concrete proposal with best practices for Sales Cloud and Service Cloud.
We create a clear plan with concrete steps. No long documents, just a practical roadmap that you understand. We share our best practices and advise you on the best approach.
Iterative implementation
Build and test in short sprints, with your team involved.
We build and test in small pieces with your team involved. This way it always feels right and you can still make adjustments in between. Step by step, without rush.
Delivery & handover
Training and documentation so you can continue on your own.
We teach your team how everything works and make sure you can continue on your own. No complex manuals, just practical explanation. We remain available for questions after delivery.
Why this approach?
We don't follow a fixed template that's the same for everyone. We adapt to your situation. But some principles are universal.
You stay the owner
It's your Salesforce environment. We build, you decide. Your input is important in every step.
Step by step
We do it in small parts. This way it never feels overwhelming and you can always adjust.
Testing together
Your team tests along during building. This way everything is right before we move on.
Learning by doing
Your team learns by watching. This way they understand it better and can explain it to others.
How long does it take?
That depends on what you need. A small implementation can be ready in a few weeks. A larger implementation can take a few months.
More important than time: we work in two-week sprints. After each sprint you have something working to use. This way you get results quickly and can start using Salesforce more and more.
"We don't promise deadlines we can't keep. We do promise that you'll regularly get new things to work with and that we're transparent about how long something takes."
Ready to start?
Let's meet and see how we can improve your Salesforce environment using this approach.
Schedule a meeting