Methodology

Salesforce Engagement Procedure

From the first phone call to the maintenance contract - how we'd prefer to run the entire engagement.

Implementation Spec Excel template

Use this to create a spec for a Salesforce implementation

Sample Client Management Visio Workflow and SalesForce ERD

This is a sample client management workflow diagram (Chaya Seattle, a local domestic violence assistance provider) and the associated SalesForce ERD modified to handle client management.

Full SalesForce ERD in Visio Format

Put together by a former consultant (if you use it, change the date and his name!)

Completed Spec - Sample - APD

A simple project for Alliance for People with Disabilities

Complete Spec - Sample - Seattle Audubon