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Product Description

Discovery meeting and Salesforce ecosystem audit to Identify, Document, and Review Findings together in BPR Findings Meeting. Reveal gaps in business process related to marketing and sales process and data collection and processing, and provide recommended settings or processes.

Our BPR includes auditing many areas of the Salesforce Sales Cloud system and feature set along with your current processes, then we document and review our findings with you so you can get a clear understanding of any gaps in your current setup as well as implications of certain settings plus our recommendations for configuration settings.

We also provide Best Practices advice along the way!

Target Time Allocation: 15hrs

If we go over Target Time Allocation then billed at effective hourly rate.

Not an exhaustive BPR, so does not include accounting, integrations, or systems and processes not discoverable within the time allocated.

© 2022 Optimal Business Consulting | Jeff Kemp

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