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Discovery

This is all about getting to know you—your desired outcomes, what you want to achieve and how Salesforce can be leveraged to achieve those outcomes. No assumptions, lots of notes, anticipating obstacles and getting on the same page will help ensure that your short and long-term goals are met.

assessment

This step is all about transparency—us, gaining a clear understanding of your current tools and processes, what’s working and what’s not, and you, gaining a clear understanding of our implementation costs, timelines and business impact. At SETGO, we believe in mitigating surprises upfront. 

Design

This step puts the system you envisioned into clear vision—before you sign off on the final build of your system. At SETGO, we believe in collaboration. During the design stage, we work closely with you to ensure your system is designed to your needs before we dive into development.

Development

This step is all about fluid communication—we involve key stakeholders from your team in pertinent meetings to ensure visibility into the progress of your system’s development. At SETGO, we believe in having consistent meetings to maintain a steady flow of communication and system review. You stay updated, we stay aligned and everyone stays happy!

Onboarding

This step is all about engagement—building momentum and getting your team excited about using Salesforce, training them on individual elements and functionality and helping your executive team see their return on investment start to pay off. At SETGO, we act as your guides during each critical phase to ensure your team is as successful as possible.

Ongoing Support

Like a good friend that you can catch up with quickly, whether it’s been days, weeks or years since you’ve seen each other, we’re here to provide ongoing support, training and system updates as you need them. Call us anytime! At SETGO, we act as a resource to our customers throughout their business lifetime. Because much like you’re invested in us, we are invested in YOU.

Our Solution Process

  • Our rapid launch projects take 4 weeks from start to finish, timelines increase with complexity. Our sales & delivery team will provide a timeline based on your unique project deliverables. 

  • Our rapid launch start at $5,000 and increase in cost based on the complexity of our project. Our sales team will scope and estimate your project based on your businesses needs.

  • To prepare for a Salesforce implementation, try to aggregate your data in one place and align your team on key processes. Now is a great time to agree on how you want your business processes built out in Salesforce. Clear documentation is a bonus and can help ensure a smooth and efficient implementation!

  • All of our projects include design sessions with our delivery team to blueprint your unique business’ challenges needs, and proposed solutions. 

  • Hands on training is provided so your team is well equipped to maintain, we also offer support services to clients who want an extra helping hand/turn to the experts. 

Common FAQs

We Want to See Your Business Soar

"SETGO has far exceeded my expectations, and they continue to do so. They are competent, honest, and dedicated superstars. They took time, listened, asked critical questions, and provided top notch professional service. Their passion for our success was evident throughout the whole process. What is most impressive is the ongoing partnership. Following our implementation, they have proactively remained in contact and I have been treated as a partner; I will undoubtedly continue to engage their services as our Salesforce needs evolve."

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Ready? SETGO!

the success of your business starts here

Sales cloud

Sales Cloud is a powerful CRM platform designed to supercharge your sales team’s productivity and close deals faster. With tools for managing leads, automating workflows, and gaining real-time insights, it helps you streamline your sales process and build stronger customer relationships. Empower your team to sell smarter, not harder, with everything they need in one intuitive solution.

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salesforce services

tailored solutions, no surprises

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