We turn Salesforce Admins into Heroes

A new approach to customer success on the Salesforce platform

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THE COACH PROGRAMME

The world's best athletes have a coach. The world's best leaders have a coach. 

Our programme gives you a Salesforce CRM Coach whenever your business needs it. Salesforce can be a complex system with multiple ways of solving any given challenge. Sometimes you just need to be pointed in the right direction or reassured you're heading down the right path. 

Coach gives you access to our team and experience of 25+ Salesforce certified individuals to help you make the most of the platform.

Imagine having a secret earpiece of Salesforce knowledge...

 

WHAT'S INCLUDED IN COACH

SETUP FOR SUCCESS CALL

As part of our onboarding we'll take the time to understand your situation and needs. We'll ask all the right questions to ensure you're on the right path to success.

WEEKLY LIVE GROUP Q&A CALL

Via a Zoom call you can get not just your questions answered but live demonstrations to help you navigate tricky implementation questions.

COMMUNITY FORUMS

Get access to our lively Slack group where help and advice is just a few keystrokes away. Our New Zealand and Australia based team has 25+ certified individuals. 

SCREENCAST LIBRARY

Whatever your challenge it's likely been addressed before. Search our screencast library for examples of common requirements. If a screencast doesn't exist we'll create it. 

BUILD ON THE SALESFORCE SUCCESS SYSTEM

Only upon a strong foundation can you build the future. Our first modules help you audit and improve your current usage and processes. We can then focus on helping make the right decisions and empowering you to either execute implementation yourself or with your preferred partner. 

YOU CAN BUILD ANYTHING ON SALESFORCE... 
IT'S ABOUT WHAT YOU SHOULD BUILD

Our team has seen all the traps and knowing what not to do is just as important as knowing what you should do. Many implementations suffer from poor solution design and bad decisions. The Coach Programme aims to give you the validation and advice you need to move forward with confidence.

HOW IT WORKS

  • Post everyday product questions in our Slack community and we'll point you in the right direction.
  • Join our weekly office hours Zoom call to go more indepth and if need by screen share so you can highlight exactly where you're stuck.
  • Ask for more strategic advice.  For example can problem X be solved on the Salesforce platform?
  • Consume our library of screencasts covering topics we know from experience can be tricky. For example integrating with a 3rd party email marketing tool. 
  • Get recommendations for Appexchange products
  • Leverage our years experience running projects with process and change management advice.

 

GET THE OUTCOME YOU NEED - ADOPTION

Success on the Salesforce platform requires investment by the customer of a dedicated system owner. The product has so much to offer you can easily get lost amongst all the different clouds and license types. The Coach Programme helps you navigate the ecosystem so you get maximum value out of your investment that's well adopted by your team. 

FROM AN EXPERIENCED AWARD-WINNING TEAM

Our team has collectively over a century of experience implementing Salesforce.com with many individuals having 10-15 years experience with the product suite. We know the traps and have the scars to prove it. 

Amongst our team we have a 3x Salesforce MVP, a former Salesforce employee, a finalist for EY Entrepreneur of the Year, multiple Salesforce Certified Solution Architects. In 2019 we won a Partner Innovation Award at Dreamforce.

Our Head Coaches

Peter Chalmers

A four-time Salesforce MVP, Peter is an experienced Senior Manager with a diverse background in Operational Management, Process and Systems Improvement, Staff Development, Mentoring and Managing and Delivering Projects.

Dan Fowlie

A veteran technologist and expert in the Salesforce ecosystem, Dan has vast experience of consulting and helping businesses solve problems using the Salesforce platform. In 2018 Dan was a finalist for EY New Zealand Entrepreneur of the Year.

RUNNING A REAL BRICKS AND MORTAR BUSINESS

We don't outsource anything. Our certified team span offices in Australia and New Zealand

WHO ARE YOU?

To be suitable for our Coach programme:

  • Your company has a dedicated Salesforce champion. You may use partners for development but you handle many things in house.
  • You have at least 10 licenses
  • A Growth Mindset. You see Salesforce as an investment to be maximised not a cost to be minimised! 

FREQUENTLY ASKED QUESTIONS

No. The programme is focussed on supporting you to complete troubleshooting and improvements yourself. 

Absolutely. You might use the Coach Programme as independent guidance to empower yourself to be confident your partner is on the right track. You might use an outsource partner and use the Coach Programme to help formulate what it is you need to do and then outsource the implementation. 

Yes, we offer a 30 day action based guarantee. If you join the Coach Programme, book an onboarding call, watch all the content, participate in the Slack community, participate in an Office Hours call and haven't improved your Salesforce implementation we will refund your money. 

We are certified in

  • Sales Cloud
  • Service Cloud
  • Community Cloud
  • Platform
  • Field Service Lightning
  • Heroku
  • Conga (3rd party app)

Excluded is

  • Marketing Cloud
  • Pardot
  • Mulesoft
  • B2C Commerce Cloud
  • Quip
  • Tableau

PRICING OPTIONS

QUARTERLY

$999

USD PER QUARTER

SIGN UP

ANNUAL

$3333

USD PER YEAR

SIGN UP

Not sure how to ask your boss? We've got you covered.

Download our Making the Business Case template and get started today! 

Making the Business Case Template

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