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.
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Why did I develop the Guiding Star package?I developed the Guiding Star package because I saw too many Salesforce projects get off to a rocky start due to a lack of clear direction and planning. I realized that the key to a successful project isn’t just about execution—it’s about having a solid foundation from day one. Guiding Star was created to fill that gap, providing businesses with the clear roadmap, team alignment, and defined scope they need to start their Salesforce journey with confidence and avoid common pitfalls. My goal is to ensure that every project I work on is set up for success right from the beginning.
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How does the 8-week process work?The 8-week process is designed to quickly set up a clear, actionable plan for your Salesforce project. We start with understanding your needs and goals, then create a tailored roadmap, align your team, and define the project scope to ensure a smooth start.
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Who should be involved in the process?Key stakeholders from different departments, including leadership, project managers, and business end-users, should be involved to ensure everyone’s needs and goals are considered and aligned.
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What happens after the 8 weeks?After the initial 8 weeks, your project will have a clear plan, aligned teams, and a defined scope. We also offer ongoing support and guidance to ensure your project continues smoothly and successfully.
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How do you ensure that the Guiding Star process stays on track?We provide a detailed schedule, regular check-ins, and clear communication throughout the process. This helps to identify and address any issues early, keeping the process on time to help you get started.
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What if our needs change during the process?We understand that projects can evolve. Our approach is flexible, allowing us to adjust the plan as needed while still keeping the Guiding Star process focused and on track.
