The VALUE Methodology

Vision

Aligning with Strategic Goals

Understand business objectives and create strategic roadmaps that deliver measurable business outcomes with scalable architecture.

• Deep dive into client's strategic goals
• Create implementation plans with measurable outcomes
• Design scalable architecture for future growth

Real-World Impact

For a wealth management firm, our Business Process Review mapped Salesforce capabilities to their goal of enhancing client experiences, resulting in improved advisor productivity and client satisfaction.

Adaptability

Embracing Agile Principles

Iterative development with continuous feedback to keep projects on track, ensuring solutions remain relevant as priorities evolve.

• Iterative development delivering incremental value
• Continuous feedback incorporation
• Flexible response to changing requirements
• Evolving solutions without disruption

Real-World Impact

With a banking client, we implemented Salesforce Sales Cloud iteratively, starting with a proof of concept for loan acquisitions before expanding across divisions based on stakeholder feedback.

Leverage

Maximizing Salesforce Expertise

Harness Salesforce's capabilities and integrate with best-of-breed technologies to create unified platforms that drive efficiency.

• System integration with HubSpot, Snowflake, Tableau
• Data consolidation creating single source of truth
• AI-powered insights with Einstein Analytics
• Global scalability with Salesforce Hyperforce

Real-World Impact

For a top US insurance agency, we integrated Salesforce Sales Cloud with existing systems to consolidate client data, eliminate silos, and improve customer retention through personalized service.

User-Centric

Prioritizing User Needs

Early user involvement and collaborative design to create intuitive interfaces that align with practical workflows and needs.

• Early user involvement in design process
• Collaborative design with frequent feedback
• Tailored training leveraging Salesforce Trailhead
• Culture of change and adoption

Real-World Impact

When transforming retirement planning for a wealth management firm, we focused on advisor experience, streamlining workflows and reducing administrative burdens, resulting in higher productivity.

Excellence

Delivering Impactful Results

Focus on transformative business impact through rigorous testing, best practices, and commitment to exceeding client expectations.

• Transformative outcomes, not just deliverables
• Adherence to Salesforce standards and best practices
• Rigorous testing for reliability and security
• Client partnership exceeding expectations

Real-World Impact

For a banking client, our experienced team delivered a solution that streamlined sales processes and improved communication. The client praised our ability to go 'above and beyond' expectations.

Transform Your Salesforce Journey

Whether you're streamlining operations, enhancing client experiences, or preparing for future growth, the VALUE methodology empowers your organization to unlock the full potential of Salesforce.