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Exciting - you bought Salesforce CRM Licenses! You now have the pass and a map to the Salesforce eco-system with SO many Trails to go explore!

 

You may have even decided on your first project. Now, as you look at the expansive CRM map, you need to decide where to go and what trail(s) to take first for your journey.

 

This is where I come in – I am your Trail Guide for CRM! I am here to help you navigate this amazing and large landscape; to decide what to do, when to do it, who to bring along, what to pack, how to setup your camp and camp rules, establish your touch-tree, and have a great and successful project in the Salesforce CRM landscape!

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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.
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