Orchid Connect

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...

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...

Sample: Data Ownership & Governance

Establishing clear data ownership and governance is crucial for maintaining data integrity, security, as well as compliance within an organization. Below is a sample template for a Data Ownership and Governance document: 1. Introduction: 2. Objectives: 3. Data Ownership:...

Pardot Readiness Survey

1. What’s your primary goal with Pardot implementation? 2. Do you have a dedicated Pardot admin or team in place? 3. Have you identified the key stakeholders and decision-makers for your Pardot project? 4. Have you mapped out your...

Youth and Family Organizations

Youth and family organizations can leverage Salesforce to enhance operations, engage stakeholders, and streamline activities. Does your organization rely on any of these fundamental services? Do you leverage Salesforce?  Constituent Management Youth and family organizations can centralize information about...

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...

Fonteva Readiness Survey

1. What’s your main goal with Fonteva adoption? 2. Do you have a dedicated Fonteva admin or a Salesforce team in place? 3. Have you identified the key stakeholders and decision-makers for your Fonteva adoption project? 4. Have you...

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...