You're Ready To:
Discover Gaps
Problems you solve:
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Current business processes struggle to support the way forward
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Typical use of Salesforce isn't optimal, but it's unclear how to proceed
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Multiple teams are siloed or not enabled to do more to support growth
Align To What Matters
Problems you solve:
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Technology is seen as an investment, but the ROI is difficult to understand
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Leadership disagrees on the best ways to strategically invest
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It's unclear how to maximize limited budget
"Nobody has unlimited budget."
As a leader, you're working to make every dollar count.
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The DoubleTrack Roadmap provides a clear-cut way to do that for years to come. And it aligns multiple stakeholders who all use your foundational technology - from Finance to IT, Sales to Support, and beyond.
Eric Heine
CEO, DoubleTrack
“They are honest and transparent about scope, provide accurate and timely status updates, are readily available and responsive and advise on best practices."
Lauren Benton,
Salesforce AppExchange review
“After personally reviewing the end results from one of these workshops, I can confidently say I was blown away by the in-depth detail and amazing action plan that came from it."
Jacob Kearly, via LinkedIn
How It Works
We interview key stakeholders and leverage interactive workshops to identify and align a series of needs, stressors, and expertise towards common goals.
You get a time-based, prioritized roadmap with concrete deadlines for progress based on:
Current Status
Map where you are now + critical influences
Key Personas
Who gains - and how - from each initiative?
Success Metrics
Everything has to tie back to what matters most
Business Implications
All identified opportunities align to overarching strategy
Strategy
Both high-level and technical Salesforce implications
Prioritization
Map a timeline for the highest-priority opportunites
Everyone Benefits
Multiple teams and stakeholders gain from
The DoubleTrack Roadmap.
01
Sales
A better-enabled sales team sells faster, more efficiently, and spends less time running around the CRM on unnecessary manual tasks.
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And Sales knows how it will evolve and grow to support more sellilng.
02
IT
The backbone of any organization, IT never has a doubt on how to prioritize the backlog ... because this identifies what will move the needle most.
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This supports proper use of available resources at any time.
03
Finance
Finance knows available budget and resources are used in the best way possible.
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The DoubleTrack Roadmap also provides a firewall against non-important ideas.
04
Marketing
Marketing gains alignment, common metrics, definitions, and processes with Sales with The DoubleTrack Roadmap.
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This enables more effective spend that drives greater pipeline.
