Our team has pioneered intelligence-gathering techniques to help companies clarify their business model and goals for deployment on Salesforce.com. We connect end-users/and all stakeholders to map and revise business processes that work.
Salesforce offers a variety of options for automating your workflow processes to alleviate your team’s data entry requirements, increases lead nurturing actions, and improves your visibility and control over the data. Over-automating can have systemic consequences. Stratify will help you navigate, prioritize, and optimize your Salesforce instance to align with your business goals.
Reporting and Dashboard Development
Reports and dashboards are key components for gaining organizational insights and part of each Implementation Package. Dashboards are snapshots of organizational activity that provide visual insights into your pipeline, sales rep performance, revenue forecasting and more. We customize reports and dashboards so your business extracts the most out of your data.
Stratify will explore, build, migrate data and provide a fully functioning Salesforce for your team. We’ll work with your team to configure your Salesforce instance to best meet your needs. We love to “train the trainer” and empower your internal super-users by screen-sharing while we build your Salesforce org. We also provide full support for businesses who prefer that option, as well as an “experience now and learn later” approach for businesses who want our experts to do the heavy lifting now and do more themselves later.
No matter where your soon-to-be legacy database is managed, we’ll use it or archive it for you. Our Stratify professionals will identify your strategic data history, map it to Salesforce and migrate/load it into your configured Salesforce org.
At Stratify, we love the “train the trainer” process, but understand it does not work for everyone. User adoption is the goal for training, and we accommodate your timeline goals. We are flexible around setting your team up for success through ongoing online office hours, one-on-one training, or group training.
You are not alone in feeling overwhelmed by the abundance of Salesforce options for your business. Our goal is to see your business succeed and scale your growth on Salesforce.com. We offer continuing support to help with unexpected challenges in designing new workflows, security updates, managing app partners and more…