Our Approach

Shift CRM employs an agile approach to development and implementation. All projects follow our standard cycle of SCOPE, PROTOTYPE, TEST & REFINE, and TRAIN.

Scope

Shift CRM conducts a business process mapping session with key stakeholders to better understand your business, how your processes work (or don't) and what you are trying to achieve with salesforce.com. All to ensure your end users make the most of the salesforce.com application – regardless of their job description.

Prototype

Fast. Efficient. Cost-effective. That's the way Shift CRM does things. It's also why we build a rapid prototype, customized to your business, that shows you exactly how the application works in your world. We let you take it for a test drive now. So you get faster more fluid delivery.

Test & Refine

Here's where we work with you and your key decision makers to make sure the prototype works the way it should. Better yet, we make the changes live and continue to customize until everyone is satisfied. Then we put on any of the final touches before going live.

Train

This is where the rubber hits the road. Training is the key to a successful launch. It's the time to learn and ask questions. Everyone gets a demonstration of the application, key process flows, how it's customized and best practices. Hands-on practical training ensures a smooth transition to salesforce.com.