Conversations with potential clients cover many questions and concerns. Here's a few we hear most often, but contact us if you have additional questions or concerns that aren't covered here.

How does your proposal process work?

We start with a 30 minute scoping session to nail down your exact needs. If we need more time, we’ll request it. We create a clear scope of work, outline tasks and deliverables, and give you an estimate before any agreements are signed. Packing properly for the journey ahead is paramount to a successful project.


How do you manage your projects?

Once a scope of work is agreed, we share a color coded project management document with the current status of each task. As we complete tasks, this document is updated and you can access this document whenever you’d like to see our progress. We schedule progress calls throughout the project to share task updates and demo new features. We also share new insights, assist in strategy sessions, and give you best practice recommendations. We are readily available to respond to emails quickly and answer phone calls.


Are you willing to handle small projects?

Absolutely. Our projects range in size, from full-scale implementations and continual support to troubleshooting pesky quirks and email rendering issues. Every Salesforce project is important to us, and we understand that sometimes a small issue can cause major problems. We provide the same level of quality in our services, regardless of the size and scope of your project.


How do you bill?

We're a small team. There's no bureaucracy to contend with here. We work with our clients to come up with a solution that works for everybody. If you have consistent needs and don't want to stress over billable hours, a fixed-rate (or retainer) might make you more comfortable. If you're unsure of scope or want the flexibility to assign new tasks as they occur to you, an hourly commitment with a budget cap might be a better fit. Smaller projects with defined tasks are usually matched best with simple project fees. There are no hard and fast rules; we'll happily present you with your options and work it out together.


My issue is urgent, and requires an immediate fix. Can you help?

We love lead time on projects, but we understand that disaster doesn't strike on a schedule. If you are experiencing a critical issue that is impacting all users and instances, with no current workaround in place, we'll move heaven and earth to get it resolved as quickly as possible.


What are your working hours?

We just try to keep it reasonable. We're always available Monday through Friday, 8am to 5pm (CST). If you're experiencing a critical issue (see above), we can make exceptions. We work alongside our clients to ensure the work is done when it needs to be done.


We use Hubspot/Marketo/Dynamics/Oracle. Can you help us?

Maybe, but we probably shouldn't. The Salesforce platform is our universe, and that's where we're most efficient. If you're not a Salesforce customer, don't despair; while we probably wouldn't accept your project, we would be more than happy to point you in the right direction.