Discovery

As we all know, a goal without a plan is just a wish.  If you want to get the most out of Salesforce by driving learning within your organization, you need to put a plan in place to achieve your goals.  Our Discovery Services set you up for success.

Define Business Cases: The fully integrated trio of Salesforce, Trailhead and myTrailhead are ideal for onboarding new hires, sales team enablement and service team enablement.  We will define and prioritize the business cases for your roll-out.

Define Goals: Define specific, measurable, achievable, relevant and time-bound (S.M.A.R.T.) goals for each persona, role and team.

Identify your target audience(s):  Identify the individuals, teams and roles that will be using and managing content.

Measure Success: Define the tools and processes will you use to measure the impact of your initiative across your organization.

Assess Risks: Determine if you have the resources and buy-in required to successfully roll out your content and process automations within your desired time frame.

Plan Roll-out: We will put a plan in place that aligns with your goals, mitigates your risks and best utilizes your resources.

Contact us for a free consultation.

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