A Salesforce Methodology Designed to Work
To unlock the full potential of Salesforce, you need someone who understands where you want to go and will blaze a trail to get there. TruSummit Solutions is that partner. We understand that each organization and project is unique, and we have a proven methodology that is tailored to meet each of our client’s individual needs.
Our Approach
We don’t just implement Salesforce. We integrate it into your organization with an eye toward your industry, your brand, your operations, your goals and the application landscape you already have in place. In order to achieve meaningful results with Salesforce, you need to first understand the best path to get there. We take a hybrid-agile approach allowing us (both TruSummit and you) to identify and address critical issues early on so we can mitigate challenges down the road.
TruSummit Trail Mapping
Mobilization & Discovery
You can’t successfully climb a mountain without knowing where to start. During TruSummit Trail Mapping we gather business requirements, learn about current pain points, and identify areas for improvement. We will ask “Why?” questions and challenge the status quo, providing your team with a healthy blend of new concepts and proven solutions aligned with future goals and objectives to ensure scale and usability.
TruSummit Climb
Build, Measure, Iterate
As you begin your gradual climb to the summit, we’ll be there every step of the way. We use a business process-focused approach to build, demonstrate, and iterate each solution based on feedback provided during live demonstrations. Ultimately, this approach will give you the opportunity to provide direct feedback through collaborative presentations and workshops, ensuring we’re continuously improving our solutions and hitting the mark with our deployment.
The Summit
Enable, Train & Scale
It’s a given that we educate and energize your teams through hands-on training, however, we pride ourselves on going a step further by delivering enablement. Even in the face of future changes, you will have the people, processes and systems in place to sustain success indefinitely.
About TruSummit Solutions
TruSummit Solutions is a leading certified Salesforce partner whose mission is to help businesses create a return on investment through Salesforce implementation & process optimization with a consistent focus on long-term self-sustainability.
TruSummit Solutions Achieves Salesforce Crest Consulting Partner Status
At TruSummit Solutions, we’re constantly striving to deliver exceptional value to our clients and push the boundaries of what’s possible…
Boosting Agent Productivity in Salesforce: Keeping Conversations in View with Pinned Regions
Salesforce’s new Messaging for In-App and Web feature offers a seamless way to engage customers across multiple channels, but one…
You Need to Know: Messaging for In-App and Web
In Summer 2023, Salesforce announced that legacy chat would be entering maintenance- only mode, with a full retirement date of…
Ready to Talk?
We’d love to get the conversation started! Let us help you map out an individualized plan tailored to your organization’s needs.