Sometimes you already have the team in place, but they need the mentoring and coaching to help them succeed. We believe in helping every team achieve their success. We have provided coaching in a variety of situations:
- Operations Support – we had one client who wanted to help two team members determine how to look for process gaps, and then how to improve them. So we provided them with a series of training sessions on how to identify process gaps, and then how to create a log of the issues with a scoring system so that they could determine which process gaps needed to be handled first.
- Customer Service Optimization – we had three clients who wanted to have their call center managers get one-on-one coaching to how they could start to scale their operations. This included consulting on which metrics to measure, how to measure those, and what systems/technologies would be beneficial to implement.
- AI Governance – we have worked with two CTOs who wanted to introduce appropriate governance oversight and process around AI usage. So we worked with them to create the AI Governance policies and then rolled those out to the client’s teams.
- Salesforce Admin – we had two clients who wanted us to help upskill their current administrators. So we provided a series of training sessions to help those administrators learn more about Salesforce.
- Architecture Support – we have three clients who have internal Salesforce administrators, but want someone to provide architectural oversight. So we provide a sounding board the administrators to review their ideas, and we provide suggestions on what else they may not be thinking about.
Ready to Float into the Clouds?
Let’s turn your cloud strategy into a system that actually works for your business. Whether you’re starting fresh or optimizing Salesforce, our team is here to guide you every step of the way.