Start Strong: Set Your Salesforce Project Up for Success!
In just 8 weeks, we’ll help you set a clear path, align your team, and define your project scope so you can start strong and stay on track.
Scheduling for 2025
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Clear Direction – We’ll help you set a focused path so everyone knows where you’re headed.
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Aligned Teams – We’ll get everyone on the same page, working towards the same goal.
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Contained Scope – You’ll know exactly what’s included in your project, with no surprises.
Overcoming the Chaos
Starting a Salesforce project can be tough. With so many choices to make and people to involve, it’s easy to feel stuck before you even get going. Without a clear plan, things can quickly get off track, causing confusion, missed deadlines, and frustration among your team.
Picture this: Your team is excited to kick off the Salesforce project, but soon, different departments want different things. The project keeps growing as new ideas pop up, and deadlines start slipping. People aren’t sure where the project is headed or if their needs will be met. Instead of moving forward smoothly, the project gets tangled in miscommunication and delays, making everyone frustrated.
Trail Guide CRM is here to help! In just 8 weeks, we help you create a clear plan, get everyone on the same page, and set the right expectations. Our approach makes sure your project starts off strong, avoids common problems, and stays on track to deliver real results. With the Guiding Star: Embarking on your Salesforce CRM Journey package, you’ll feel confident and ready to succeed right from the start.
What You’ll Get with Guiding Star Package
Why Choose Guiding Star Package? Key Benefits You’ll Gain
Clear Direction
from the Start
We provide a customized project roadmap that outlines every step, ensuring your team knows exactly what to do and when to do it.
Aligned Teams & Stakeholders
Through our facilitated workshops, we bring everyone together to ensure that all stakeholders are on the same page and working toward the same goals.
No Surprises,
Just Success
We help you clearly define your project’s scope, so you know exactly what’s included and can avoid unexpected issues that derail progress.
What is the Guiding Star: Embarking on your Salesforce CRM Journey package?
The Guiding Star package is designed to guide organizations through the critical initial phase of their Salesforce CRM implementation. This phase ensures that clients have a clear roadmap, solid business case, defined scope, and have identified the necessary resources and agreements needed to set the stage for a successful project.
Key Package Deliverables:
1. Exploration Summary Document: A comprehensive report outlining client needs, identified project ideas, and initial strategic recommendations.
2. Strategic Roadmap Document: A well-defined roadmap that aligns all stakeholders and clearly outlines the path to achieving the project's objectives.
3. Requirements Specification Document: A comprehensive document that clearly defines the project's functional and nonfunctional requirements, with stakeholder sign-off.
4. Comprehensive Project Charter: Establishes project objectives & key results (OKRs), governance structure, and defined roles and responsibilities.
