Management consultants based in Sydney and Hong Kong
overview

A successful Salesforce implementation brings endless possibilities for business transformation

Starting with our Salesforce consultation and strategy workshops, we provide successful Salesforce migration and Salesforce integration services that are aligned to the specific requirements of your business. Salesforce recommends that its customers partner up with a Certified Salesforce Partner, CSP, to successfully implement your Salesforce solutions.

Salesforce Logo
Solutions

Deliver a customer-first experience with Salesforce

Transform your marketing and sales activities onto a cloud-based CRM to provide your organisation with greater visibility into clients.

  • Salesforce Planning

    We work with you to identify your business goals, performance indicators, resources, and growth opportunities.

Approach

Our approach to Salesforce Implementation

  • Plan

    We set the tone of the implementation by defining the project goals and business objectives, we then work with sales, marketing, administration and management teams to map and refine the business process. This builds the Project Plan document.

  • Execute

    Using the project plan as the guide, we begin setting up Salesforce. Everything from setting up the company profile, roles and permissions to capturing and managing the customer lifecycle from lead to a customer is set up and tested.

  • Monitor

    Working collaboratively with the entire team, we review user adoption while engaging and supporting all users across the platform.

  • Support

    Continuous support and refinement are essential to the success of a Salesforce Implementation. Our support staff ensure your staff and company is supported along the way, keeping users and the platform up to date with the ever-changing company structure and market.

Case Studies

We let our clients' results speak for themselves

We take our clients’ confidentiality seriously. While we may have changed some names, the results are real.