It is recommended that you have your Salesforce org before you start with us. You can have a Trial of your own or already paid for your licenses. If you are not sure exactly what edition to get and want to discuss this we can do that and in the session have you signup for the Trial during the meeting.
Outline in a simple but detailed enough way your business process. Flow charts, a simple document outline, spreadsheets, etc. Anything to easily and quickly describe, show, or demonstrate how you do business and potentially what your needs are for running your business using Salesforce.
We do no recommend having really long documents outlining long language about your business. We need to be efficient and get to the point.
Have any current systems, spreadsheets, tracking systems ready to show.
Create a list of the features, processes you think you want to implement. Hold topics and conversations that you know are unrelated to potential Salesforce usage.
Ready to Schedule Your Session?
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Make the deposit payment.
Schedule your remote session with our scheduling tool for a time that works for you. Conference line and screenshare link are included.