Designed to identify and assess a business’s readiness for AI. In this engagement, we will review the business’s processes and data to identify readiness to adopt the available Salesforce AI functionality that will get the business the quickest, most impactful wins. At the end of our four-week process, the business will have strategic guidance for implementation and adoption of AI on the Salesforce platform, and be ready to take the next step in their AI journey.
Designed to identify the service-related AI business processes that will get you the quickest, most impactful wins, and assist you in driving AI adoption in your organization. Within this engagement, we will enable and configure Service GPT Service Replies and Work Summaries as well as Einstein for Service Case Classification and Case Routing. At the end of our six-week quickstart process, your business will have built a firm foundation on the AI functionality currently available from the Salesforce platform, and you’ll be ready to take the next step in your AI journey.
Designed to identify the sales-related AI business processes that will get you the quickest, most impactful wins, and assist you in driving AI adoption in your organization. Within this engagement, we will enable and configure Sales GPT Sales Emails and Buyer Assistant as well as Einstein for Sales Lead and Opportunity Scoring. At the end of our six-week quickstart process, your business will have built a firm foundation on the AI functionality currently available from the Salesforce platform, and you’ll be ready to take the next step in your AI journey.
FSM OFFICES NATIONWIDE & THE UK
FSM CLIENTS IN 50 STATES, CANADA, EUROPE & THE CARIBBEAN
You’ll be hard-pressed to find another company as actively and passionately invested in your success as we are. We serve only growth businesses, and our clients’ best interests are always at the center of our focus. Helping businesses excel at what they do is just what we do.
We take time at the start of each project to ensure we have a deep understanding of your business. We want to know not only where you are, but where you want to be.
Our team is rich in both expertise and experience across a wide range of businesses and industries.
Your direct point of contact throughout, available whenever you need them. Each project leader is supported by a team of Certified Consultants and Solutions Architects.
When you begin an engagement with us, we work to identify key projects and processes that will get you quick wins so you see immediate ROI and value. After that, we’ll work alongside you as your trusted partner to streamline and automate the rest of your business, as you’re ready for it.
We use the Agile project management methodology to deliver quickly, involving you in the entire lifecycle: planning, building, testing, training, deployment, and change management. Every week, you’ll see substantial progress.
We set up a project in our online project management tool so you have full visibility into our efforts and seamless communication with our team. We’ll hold meetings at least weekly, and will deliver written status reports as well. When we are ready to deploy, we’ll produce custom training videos and host guided sessions on how to use your cool new tools.
On most occasions, when we get into a project, we help our clients get value from their technology solutions.
If we see poor processes or areas that can be improved, we call them out. Most partners are not consultants like us.
Technology is useless if no one in your company wants to use it. That’s why adoption is high on our priority list. Of course, training is important, but adoption is at the top of our minds in every solution we develop. Is it easy? Intuitive? If not, we iterate until it is.
Not to sound cocky, but we’re proud of our ability to consistently deliver “wow” experiences to our clients.
Healthcare and Life Sciences • Retail • Consumer Goods • Manufacturing
Financial Services • Non-Profit
Salesforce Implementation, Enhancement, Remediation, and Custom App Development • HubSpot Implementation, Enhancement, and Remediation
Health Checks • Migrations • Integrations, APIs, Automation