Expert Salesforce Help & Support

Salesforce is a feature-rich CRM platform that can be leveraged in any business to increase process efficiency, profit and success whilst reducing overheads and information silos.

As with any software platform of this size and complexity, it is often the case that clients simply don’t know, what they don’t know! This can make it difficult to get started with Salesforce Integration and Development.

Our Salesforce Experts have developed our detailed Discovery Mapping Programmeâ„¢ to address this need. Enableing organisations to look in detail at their own processes, technology and people in a manner that allows us to reveal and recommend relevant technology-based solutions.

Click below to book a no-obligation, complimentary 30-minute DMP Consultation and get the Expert Salesforce Help your business needs.

Discovery Mapping Programme - Salesforce Help & Support

Ready to get started! Book a free, 30-minute no-obligation Salesforce Consultation.

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Salesforce Partners Supporting Business with Integration and Development

The Discovery Mapping Programme is available to both existing Salesforce users, or new entrants into the Salesforce world.

Tailored to your business needs, our consultants use their expert knowledge to examine your business in detail and recommend the most relevant technology from the Salesforce Cloud.

How Do We Work with Your Business?

Our Salesforce consultants work with the key decision-makers and experts within your business. We’ll agree on the scope of the project and arrange a series of focused meetings where we’ll explore your business, including its key drivers, strategic ambitions, operational challenges, and desired outcomes.

The Discovery Mapping Programme is kicked off with an executive session so that we can understand the history and anticipated future of your business results.

We’ll discuss your business strategy for the next 12 months to 3 years and get clear on your business vision. This allows us to provide recommendations that will enable your organisation to achieve its goals.

We can also identify targets for technology consolidation (simplification) or features within the Salesforce Cloud Platform that greatly benefit our clients and streamline their business operations.

How Long Does the Discovery Mapping Process Take?

The consultation process will vary depending on the business size, the number of stakeholders, and specific business needs. A general guide to time frames is:

Start-Ups & SMEs

Normally completed in one working day or a series of 4 x 2-hour workshops. This time estimate is for a mid-sized business with a focus on Sales, Marketing and Operations.

Businessman looking at Salesforce business data
Businessman looking at Salesforce business data

DM Programme Timeframes

The length of our engagement is determined by several factors.

Startups and SMEs

In the first instance, the number of unique business areas and stakeholders drives the scale of the engagement, however, in our experience, these engagements can ordinarily be completed in 1 working day (4 x 2-hour workshops) for a mid-sized organisation with a focus on Sales, Marketing and Operations.

Businessmen checking Salesforce figures

Large Business and Blue Chip Organisations

For bigger clients, the process takes up to five working days. This can vary depending on operation complexity and targeted outcomes. Meetings will be agreed upon in advance and the focus determined in early conversations.

Read the Western Union Case Study on their Salesforce Success using the Discovery Mapping Programme.

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Programme Expected Outcomes

The material produced as a result of the detailed discovery processes is extensive and includes:

Executive overview
Workshop notes
Process flows and maps (if available)
Operational Maturity Assessment
Observations and Recommendations
Project Proposal
Phased project approach with an agreed scope
Investment requirements
Project timeline
Testing and deployment approach
Warranty agreement

What’s Included in the Discovery Mapping Programme?

Once the Discovery Process is complete, your business will receive a series of detailed and extensive reports to see exactly what you need to do to integrate Salesforce into your business. This includes:

Executive overview
Workshop notes
Process flows and maps (if available)
Operational Maturity Assessment
Observations and Recommendations
Project Proposal
Phased project approach with an agreed scope
Investment requirements
Project timeline
Testing and deployment approach
Warranty agreement
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Completing the Discovery Mapping Programme

We meet with stakeholders to discuss the initial findings and our recommendations on the best way to integrate Salesforce into your business. We’ll then agree on the scope of working to implement those recommendations into day-to-day operations.

From here, our team begins the estimation process. We utilise a matrix of Criticality, Effort and Value to assist in prioritising our recommendations to you.

Our technical team provides estimates based on the number of man-hours required to perform a given piece of configuration or to implement a given Salesforce solution. Using our bespoke project calculation methodology, we are then able to provide a full quote so you can see the cost of implementing the agreed scope items.

No-obligation Quote & Salesforce Help

If you’re happy with the discovery process and the provided cost, we’ll start a project or a managed service agreement with your business.

However, in the event that your business is not ready to implement Salesforce with Consleague, you will retain full ownership of all of the outputs and reports from the discovery process. This information tells you everything you need to know to structure a delivery project in-house, with Consleague at a later date, or another Salesforce Partner.

The Discovery Mapping Programme allows businesses to understand where they should be investing within the Salesforce platform, and how they can make better use of the tools that are already in place within their organisation. This consultative approach led by our team of industry experts has enabled our clients to react to market or organisational changes as well as drive efficiency and productivity from within.

Ready to Get Started with Salesforce Help & Support?

Please complete the form with more details of your enquiry and we’ll be in touch to discuss your needs in more detail, or feel free to schedule a call directly with our Director of Sales, Kirk Hauser.