Dream big, start small, and act now.
- Establish a solid foundation that can be built on as your system adoption grows
- Remove fields, tables, and functionality that don’t apply to your current business
- Build your business process in a simple way to help you start quickly and with better adoption
- Reduce project risk by starting with a small scope as your team gets used to working in Salesforce
- Build out dashboards and reports to improve visibility
- Connect your email/calendar app to Salesforce
- Install pre-built apps from the AppExchange
- Start with high value process automations
