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Salesforce® success is built by your team. We help them achieve it.
Salesforce Projects
Together we select a Salesforce project your team needs (a new or improved functionality):
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I serve as your team's Admin to deliver that project (from scoping, building, user testing, training & supporting, to evaluating & improving).
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Along the way, I provide you with insights and recommendations to improve your Salesforce user adoption, systems architecture, goal-setting, project management, and staffing.
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I use these insights to hire and onboard your team's Admin.
Hiring & Onboarding
I hire your team's Salesforce staff (i.e. Admins, directors). I lead the following for you:
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JD creation
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Candidate recruitment
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Applicant screening
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Technical assessment
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Interview management
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Reference evaluation
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Decision advising
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I coordinate with your team to lead your onboarding:
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30/60/90-day goal & project planning
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Weekly coaching sessions to build skills, deliver projects and resolve roadblocks
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Ongoing Admin support & accountability
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Manager check-ins & coaching
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Coaching
After your Admin is onboarded, I facilitate weekly 1-hour coaching sessions to help your Admin build deeper skills they need to grow such as:
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Technical Building from data modeling, user interface design, reports & dashboards creation, to automation & integration development
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User Adoption from leading user testing, training & support, to user documentation
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Project Management from scoping, task estimation & management, risk mitigation, to priority setting
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Get a Proposal
We'll reach out and help you find the best services for your team.