Why you need a Salesforce
Architect on your team
and how to find one..
Why do Salesforce
Projects go wrong?
- Lack of a coherent CRM strategy
- Poor attention to process
- Too much focus on technology, rather than people
- Failure to adopt, once implemented
- Lack of executive commitment
- Poor data quality
- Lack of alignment with the existing IT architecture
Less than
40%*
of businesses have a CRM adoption rate
over 90% – CSO Insights
This often results
in “Stuck” projects
“We know the potential is there, but don’t fully understand the complexity of the system.”
“We are frustrated with an implementation that went off the rails, and can’t find the guidance to move on.”
What are the best
practices that lead
to salesforce
success?
Regular use of architects strongly
correlates with the highest ROI
but…
82%**
of Salesforce users who report the highest return on investment always work with a Technical or Solutions Architect.
…these roles are hard to find and expensive to keep.
We have made it easy to engage with
the world’s leading Salesforce Architects
THROUGH OUR 3 ENGAGEMENT PACKAGES.
We offer three choices of access to architect expertise, designed to be clear in scope, transparent and cost-effective for you.
We typically start with a Discovery engagement, which offers you an independent view of your situation. From there you may choose
to focus on a particular project through a range of advisory packages depending on scope. Or you may wish
to retain our architect expertise to tap in to as you need it.
Discovery Package
Our industry-leading Discovery gives you an independent and comprehensive understanding of your IT environment. The Report of Findings we deliver includes the assessment, roadmap, recommendations and next steps, so you have a solid foundation for future development and strategic planning. All for a sensible fixed fee you can budget for.
Advisory Package
Advisory packages are designed to focus on
a single goal; large or small. You are able to access a range of expertise at a fixed price based on complexity, so you know exactly what you are getting and can budget accordingly.
To find out more:
Retainer Package
Our retainer package enables collaboration and flexibility. Use us when you need us.
A long-term relationship ensures Salesforce scales with your business. Our collaborative pricing gives you the choice of 100%, 50% or 25% of an Architect’s time to suit your requirements. So as complexity reduces over time, so does the monthly fee.
“We had had various experiences with implementation partners before Gemma. Each of them come with their own challenges. Gemma came in, got to grips with our entire business very quickly, was able to advise where we should invest in using partners and guide us in how we could manage Salesforce ourselves.”
Sarah Metcalfe
Head of Customer Service, Sure Petcare
"James has an infinite wealth of knowledge and technical ingenuity with the Salesforce platform and is an accomplished architect.
Providing expertise in configuration, development, process and planning analysis, testing and metric reporting across a variety of public and private sector clients, James has been an invaluable resource, not only to clients but to his peers.
His strengths lie in business analysis and delivering real resolution to process inefficiencies. I would happily work with him on any project because it guarantees success."
George Knight
Technology and Data Manager
"Gemma has been a great help to us in our implementation of FinancialForce PSA. Vitally, Gemma has a great blend of product knowledge coupled with a deep understanding of the Salesforce environment.
More than anything else though, it's Gemma's pragmatic approach to problem solving that really marks her out as a someone you want to have on your team. When Gemma's there, things get done and they get done well.”
Mel Stephenson
MD, InterWorks Europe
"I had the pleasure of working with Steph during a very difficult time on the account. She was part of a team of three service controllers who were brought in while the service desk was being transitioned to a new location and there was a very high focus on SLAs for high severity incidents.
She played a large part in improving the processes in place and this, in turn, helped to improve the company’s reputation with the customer."
Matt Richardson
Service Delivery Manager, Fujitsu Global
“James was excellent at talking to our customers, quickly understanding their requirements and turning them into a solution within Salesforce, using best practice.
XCD’s users and administrators always reacted well to James’ style: easy to understand with the rare ability to simply explain often complex architecture.”
Simon Fowler
CEO
* CSOInsights, Sales Operations Study, 2018 / ** https://www.10kview.com/salesforce-project-to-program-research/