Full Service
Salesforce, marketing automation, digital marketing and design from one team, so nothing gets lost in a handover between suppliers.
The problem
The handover is where most projects fail
Every handover between suppliers is a chance for detail to get lost. Smart Group has worked with us since 2016. We implemented its Salesforce platform, have stayed on as its main support, and have also worked on its design, web development, SEO and paid search.
How we work
Our delivery process
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01
Interrogate
We test the brief with stakeholders across your business, then agree the solution, timeline, team and cost in a statement of work.
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02
Map
A workshop with your managers and key users, written up as a detailed requirements document before anything is designed.
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03
Design
Every field and technical detail is set out in a Configuration Blueprint, so you can see exactly what will be built.
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04
Build
We build in stages, with regular progress updates and show-and-tells, then demo the whole process end to end for your team to test.
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05
Launch
Nothing goes live until you sign it off. We train your team, launch, and stay on standby for user and technical support.
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06
Support
After launch we stay in touch to plan your next phase, with monthly support hours available from our Salesforce specialists.
Tooling
Platforms we work in
One team, for the long term
Sectors
Sectors we work in
Education & Non-profit
Salesforce and automated follow-up for schools, colleges and charities, sized for small teams.
Energy & Utilities
A defined sales path in Salesforce for energy projects with partners, parent companies and many sites.
Manufacturing & Industrial
Salesforce built to scale with the business, joined to marketing, with reporting managers can act on.
Dental & Healthcare
Marketing, CRM and reporting for independent dental practices competing with well-funded corporate groups.
FAQs
Questions we get asked
We scope each project against the outcome you need, and set out the solution, timeline, team and cost in a statement of work before work starts.
Yes. Our Salesforce support services give you a set number of support hours each month from our specialists.
Not every engagement is a large project. Smaller pieces of work, such as a one-day process mapping workshop or a Quick Start package, can be booked on their own.
A statement of work covering the technical solution, timeline, team and cost, agreed with your stakeholders before the build starts.
Ready when you are
Let's start with the outcome
Tell us what needs to change. We will tell you plainly what it would take, and set it out in a statement of work.