Salesforce Success Program
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So you’ve finally made the transition to salesforce… congratulations! You’re now on the #1 CRM platform on the planet and the money should just come rolling in, right?
If only it were that simple. CIO Magazine determined that about one-third of all CRM projects fail, and the reasons are all too predictable. It often has nothing to do with the technology deployed and everything to do with what happens after its deployed. Poor adoption, poor data and a lack of management support are the leading causes, and every one of these is preventable.
Majente’s Success Program is designed to mitigate the risk of failure, and provide your company with the right tools, strategy and best practices to ensure your success. Our program pro-actively improves your Reporting, Adoption and Data, leading to your success.
Through our experience of working with customers like you, we have put together a program designed to be strategic and ongoing, singularly focused on ensuring success for you and your team.
This is not technical support, nor is it your outsourced “IT guy”. The success program methodology is proactive, focused on setting clear objectives each month to address the 3 key areas that we have identified as being essential to continued success on the salesforce platform:
REPORTING
- From the CEO down, fix and improve reporting that aids in making data driven decisions across all Salesforce users.
- Leverage our industry experience to tailor reporting that “makes sense to you”.
ADOPTION
- Identification of adoption issues and a plan to improve.
- Focused individual training and group “lunch and learn” best practice meetings.
- New hire training and creation of training material.
- Specialized Salesforce “Super User” training on Salesforce configuration.
- Management training specific to reporting, and the concept of “app rigour”.
DATA
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Analyze your current dataset and develop a plan to improve your data, focusing on:
- Standardization
- Cleansing
- Deduplication - Review your current integrations and monitor / execute as required.
- Help you discover how Salesforce Einstein and AI can help for your business.
HOW IT WORKS
- First, we will assess your current Reporting, Adoption and Data profile.
- Next, we will create a 6 month plan to improve your Reporting, Adoption and Data.
- Then, each month, you and our Salesforce Coach will plan the specific work items that will improve each area.
- Every 3 months, we’ll re-assess and adjust the 6 month plan accordingly.
- You are free to cancel anytime.
PRICE
starting at $2000 / month
SOME OF OUR CUSTOMERS
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