Discovery Meeting
A discovery meeting is crucial in understanding a business’s unique needs and requirements before implementing Salesforce. Here’s a list of 30 questions to guide your discussions during a Salesforce discovery meeting:
Fractional Salesforce Admin Services
Fractional administration services provide your organization with the flexibility to access skilled Salesforce administrators on a part-time or project-specific basis. This approach allows organizations to optimize their operational efficiency by outsourcing salesforce tasks without the need for a full-time...
Orchid Blog
What to Look For: OmniStudio October 30, 2023 Tanya Renne Selecting an OmniStudio consultant involves assessing a candidate’s skills, experience, and expertise in implementing and customizing Salesforce’s OmniStudio. OmniStudio is a suite of tools within the Salesforce platform that...
Our Methodology
A highly successful methodology for technical recruiting involves a strategic and comprehensive approach to identifying, attracting, assessing, and onboarding top technical talent. Here’s a structured methodology that organizations often find effective: Recruiting: What to Look for … Understanding Hiring...
Government Contracting
Recruiting for government contractors involves the process of finding and hiring individuals to work on projects or contracts with government agencies. Government contractors provide a wide range of services, from IT and defense to construction and consulting. The recruitment...
What to Look For: Solution Architect
Selecting a Salesforce Solution Architect is critical for any organization looking to implement or optimize Salesforce solutions. A Solution Architect plays a pivotal role in designing scalable, efficient, and sustainable Salesforce solutions. Here are vital considerations when looking for...
What to Look For: Senior Salesforce Developer
Hiring a senior Salesforce engineer is a critical decision, as they play a crucial role in developing, maintaining, and optimizing Salesforce solutions for an organization. Here are vital considerations to keep in mind when looking for a senior Salesforce...
Sample: User Acceptance Testing Plan
User Acceptance Testing (UAT) is a critical phase in the implementation process to ensure that the Salesforce system meets the business requirements and functions as expected. Below is a sample template for a User Acceptance Testing Plan: User Acceptance...
Managed-Services
We designed our comprehensive suite of services to seamlessly integrate with your business needs and maximize the potential of Salesforce products. Our expertise extends across the entire spectrum of Salesforce services, ensuring that you can harness the power of...
Financial Services
Salesforce offers a range of services and solutions tailored to meet the unique needs of the financial industry. These services empower financial institutions to streamline operations, enhance customer relationships, and drive digital transformation. Here are essential Salesforce services for...