Create a vision for your Salesforce project

Every successful project starts with vision. Build a foundation for success with RevShore Engage, a Salesforce advisory service.

Here's a dirty secret. 60% of CRMs fail.

But with vision, they succeed. RevShore’s Engage Advisory Services offering creates the vision your project requires to be successful.

Create a Shared Vision

Vision starts with understanding the issues you face and the impact it has on your business, patients, or partners. We begin by interviewing key stakeholders, defining objectives, and aligning on steps forward.

Get Expert Guidance

With a clear understanding of your vision and success criteria, we get to work. You'll quickly receive recommended, visual representation of each process, strategic ecosystem diagrams, projected investment, timeline, and a complete statement of work for implementation.

Set Success Criteria

Success can only be measured if it's defined. By leveraging the vision we discovered, we align on the ideal process and outcomes that will reach your goals.

Create a Shared Vision</span

Understand the issues you face and their impact on your business, patients, or partners to keep your team focused on the big picture.

Exploratory Interviews

We'll interview key stakeholders to gather a needs assessment and summarize it into a vision statement.

Established Objectives

We'll document key objectives that establish a clear path to the vision

Establish Criteria For Success</span

Success can only be measured if it’s defined.

Success, Defined

We'll recommend and document the success criteria of your Salesforce project.

Get Expert Guidance</span

With a clear understanding of your vision and success criteria, we get to work on the deliverables.

Visual Documentation

Clearly illustrated, visual depictions of each recommended process

Ecosystem Diagrams

Detailed technical diagrams the recommended platform infrastructure

Timeline

Accurately assess the expected project timeframe

Complete SOW

Clear outline of project scope, goals, deliverables, and expectations

SCHEDULE A CONSULTATION

Accelerate your use case with a vision for success.

Fill out the form on the right to learn more about RevShore’s Engage Advisory Services.

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