As a Salesforce Partner, obo. Agency is trusted to provide and onboard enterprise-level Salesforce.org nonprofits and associations. Our experience with Salesforce migration and integration projects give us the practical knowledge to provide support during the sales process.
Here are just a few ways working with our team can help close more deals:
Agency support to highlight arguments against competitor’s solutions
Support to integrate Salesforce with current technologies
Support to integrate legacy applications with Salesforce
Agency to Support complex migrations to Salesforce
And so much more. Let's get started. How can we help you close more Salesforce deals?
We work fast. If you need a quick quote, contact our sales team. For an exact quote, we may need additional information and/or access to the existing technology to determine total level of effort. Below is a typical way we work with Salesforce reps.
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Step One: Pre-Client Discovery Meeting
Step Two: Client Discovery Meeting
Reach out directly to our sales team via email sales@oboagency.com about the client opportunity. If you need a quote fast, let us know and we will get you set up with a standard questionnaire. We’ll review and work with you to schedule the next step.
We’ll jump on a call with you and the client to confirm their needs and ask any additional questions required. From there, we can begin working on your quote for services based on the answers to your questionnaire.
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Step Three: Internal Review
Step Four: Customer Presentation
During our internal review we put together all the pieces we’ve gathered thus far. Occasionally, we’ll need to request access to client’s systems or conduct a screen share to see their existing setup so that we can better evaluate their needs and level of effort.
During the Customer Presentation we’ll present our proposal, as well as a quote for services. From there we will schedule a kick off meeting for our engagement.
ALL THE STEPS
How Client Engagements Work
Phase 1 - User Requirements Gathering
Sales and marketing discovery requirement interviews. This will include developing user stories to capture the functionality that your software or system will support. This will determine final recommendations and focus of the engagement
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Phase 2 - Technical Architecture and System Design
In phase 2, we focus on the technical architecture, process, and design. This is essential to provide an accurate total cost of ownership, project scope, and the roadmap for implementation.
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Phase 3 - Engagement + Implementation
Our teams will implement the strategies and tech stack per the requirements and system design determined in phase one and two. We’ll set up marketing automation, build templates, landing pages and launch campaigns.
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Phase 4 - Ongoing Support
Once you have a solid foundation, and your strategies are running we provide the ongoing support, edits, and reporting to ensure your marketing program is continuously optimized for peak effectiveness.
If you have any questions about our process or capabilities, please don’t hesitate to reach out! Our team of Salesforce enthusiasts are here to provide the agency insight and expertise you need to close your next deal! We look forward to hearing from you!
