We have extensive experience explaining your Salesforce options, then implementing and training teams on how to integrate these more efficient processes into workflows.

Be Well Consulting will help you customize your Salesforce integration to meet every single business process you have, while not disrupting those processes that do work for your team.

Our Process

Discover

Learning your organization's processes and data requirements is critical to each project. We will work together to plan properly so we can translate your needs into the best system design to achieve the best results.

Design

We tailor your Salesforce instance to your organization's needs based on the strategies identified during the discovery phase. We focus on simplicity and user-friendly systems that all staff members can master. As your organization grows you'll want to be able to manage more processes, so we account for this in the design process. No matter where you are on the organizational development lifecycle, we help create an approach to technology that supports your mission now and in the future. 

Deploy

The wheels are in motion. Our team has all the skills you need for a complete Salesforce customization. You get access to the system and get to make recommendations for changes. Data migration is finalized. And your team will receive customized trainings.

SUSTAIN

You're in good hands. Our work is never really done. We are your partner in long-term adoption and optimization. We offer support plans, resources, tools, and the guidance you need to make the most of your Salesforce instance. We are committed to your work, and all plans offer unlimited how-to support.