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Strategy

Plan and prepare your vision

Strategize for your transformation future with the best. Our advisory experts are leaders in guiding large-scale projects from day one with focused analysis, design, and discovery sessions. We take the time to understand your pain points and goals and lay out a blueprint to achieve them.

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Innovate with Simplus Strategy

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Step One: Executive Visioning

Define the vision and value proposition. Address pain points and challenges and define measurements for success with functional experts.

Deliverables: Project charter, mission statement

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Step Two: End User Journey

Identify current state and future state business capabilities through the lens of multiple end user personas.

Deliverables: Target process improvements

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Step Three: Technology Assessment

Conduct an assessment of the current state and compare with future state needs to identify gaps and critical requirements for improvement.

Deliverables: Future state architecture

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Step Four: Program Roadmap

Modernize the CRM and enable change with a roadmap, defined business case, and clear KPIs.

Deliverables: Roadmap and delivery plan

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Modernize with Simplus Strategy

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Step One: Program Validation

Confirm your program’s expectations with stakeholders to secure alignment on growth objectives.

Deliverables: Stakeholder interviews

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Step Two: End User Adoption

Evaluate how end users are leveraging the existing program and analyze experience trends.

Deliverables: Capability workshops

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Step Three: Technology Assessment

Perform a health check of the current Salesforce program and identify potential areas for added improvement in data, security, configuration, and architecture.

Deliverables: Health check, technical system walkthrough

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Step Four: Delivery Plan

Recommendations for optimizing your existing Salesforce program and achieving next-level results.

Deliverables: Delivery plan

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Start strategizing with Simplus.

Speak with one of our certified Salesforce experts today.