Salesforce Optimization+ helps you get the results you need from Salesforce, such as accurate reporting, dashboards and more.

Optimize SalesforceIf you’ve been using Salesforce for a while but you aren’t getting the results you need, you may think Salesforce does not work. You’re not alone.

Time and time again, we hear the same complaints:

  • My company is changing but the way we are using Salesforce is not.
  • We have heard about new Salesforce features, but we don’t know how to use them.
  • We have low user adoption and don’t know how to turn it around.
  • Our sales managers lack insight into poor selling behavior and can’t accurately forecast.
  • Marketing is unable to create meaningful reports.
  • Management is questioning the value of Salesforce, period.

Saleforce Optimization+ enhances, and simplifies, your Salesforce instance so you get the reports and dashboards you need, increase user adoption, create visibility into key business processes for management, and more.

Here’s how we work with you, and ensure your satisfaction every step of the way:

The StarrForce Optimization+ Process

  1. Get to know you and your business, your goals, and your reasons for using Salesforce.
  2. Conduct strategy sessions with managers and users to better understand key issues and their impact.
  3. Audit your Salesforce instance so we know exactly what’s in place, well beyond the basics.
  4. Create a written plan for resolving issues and implementing enhancements.
  5. Implement the plan with a focus on simplifying, automating, and leveraging best practices.
  6. Provide professional project management to keep you fully informed throughout the process.
  7. Review Salesforce changes at specific stages to make sure goals are being addressed to your satisfaction.
  8. Conduct training and Q&A sessions to engage users and increase user adoption and satisfaction.
  9. Provide post-implementation support to make sure you understand and are effectively using the modified Salesforce instance.
  10. Track effectiveness of the project to ensure project goals are being met and identify opportunities for further refinements.

Call us for more information and pricing at 888-391-4493 x103.

Not ready for a Salesforce Optimization+ ? Try our single incident Salesforce Quick Support service.



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