Firstly, we’ll document your strategic objectives, how well you think you are achieving them, and how well Salesforce is performing in this regard.
A series of reports and tests on your system to analyse what you have and how it is performing will be carried out.
We’ll spend time with your users, documenting how they currently use the system and run their processes, and where the majority of their time is spent.
A report will then be presented back to your organisation at the end of the exercise.
