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TRAIL GUIDE CRM IS HOW PROJECT OWNERS...
Turn their Salesforce CRM visions into reality! Starting strong, staying on course, and achieving success with expert guidance every step of the way.
So, what does it take to start a Salesforce project with confidence?
Three things...
Target
In the first 8 weeks, we help you clearly define your goals, so your Salesforce project starts with a focused direction and a clear vision of success.
Guidance
During these crucial first 8 weeks, we provide expert support to ensure you’re making the right decisions and setting a strong foundation for the project.
Clarity
In the initial 8 weeks, we make sure everyone understands the project’s scope, aligning your team and preventing any confusion or missteps.
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 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.
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