This hybrid service is one of the fastest ways to improve Salesforce and how your team uses it. We combine customized training with real-time system configurations to bring your technology and staff into immediate alignment.

• Kickoff & Discovery (1 Week): Outline the logistics for the site visit and launch initial surveys to assess staff proficiency and technical pain points.
• Curriculum Design (2 Weeks): Interview key team members and review survey data to build a customized training plan tailored to your organization’s specific needs.
• On-Site Intensive (4 Days): We travel to your location to implement the plan: mornings are dedicated to staff training, while afternoons are used to build system improvements based on immediate feedback.
• Wrap-Up & Review (1 Day): Review the system changes and training outcomes with leadership to ensure the team is aligned to achieve your goals.