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Salesforce Offerings

We are 100% focused on the #1 CRM in the market.Ā  We are specialists that take pride in what we do.

We Guide Your Salesforce Journey

The Frontline 1st team starts every relationship by learning about the client. The focus is on What the client needs to achieve with Salesforce, How it will be achieved, and Why it will matter to the clientā€™s business.

Intro

  • Your Firm
  • Your Role
  • Current State
  • Ideal Future State
  • Timeline to Achieve

Research

  • NDA
  • Salesforce Technical Review
  • Salesforce Current State Demo

Prioritize

  • Prioritization of Gaps
  • Recommended Solution
  • Estimate
  • Contract Alignment

Realize

  • Resource Onboarding
  • Project Kick-off
  • F1 Salesforce Success Methodology
  • F1 Salesforce Accelerator Toolkit

Scale

  • Confirmation of Realized Value
  • Roadmap Refinement
  • Start Next Sprint at Prioritize

What?

What Salesforce Challenges

How?

How Solve Salesforce Challenges
How Leverage Tools Salesforce Challenges

Why?

Why Salesforce Value

Salesforce Challenges We Solve

Salesforce
Managed Services

Salesforce
Implementation

Salesforce
Migration

Salesforce
Enhancement

Salesforce
Customization

Application
Development

Salesforce
Integration

Salesforce
Assessment

Salesforce
Configuration

Salesforce Challenges We Solve

Salesforce
Managed Services

Salesforce
Implementation

Salesforce
Migration

Salesforce
Enhancement

Salesforce
Customization

Application
Development

Salesforce
Integration

Salesforce
Assessment

Salesforce
Configuration

How We Solve Salesforce Challenges

The Frontline 1st team has led Salesforce projects of all sizes, from the Fortune 500 to the mid-market.Ā  While all Salesforce projects are unique, the components of success are similar.Ā  Frontline 1stā€™s Salesforce Success Methodology (SSM) applies these components to ensure an on time, on quality, on budget project.

Salesforce Success Methodology (SSM)

salesforce success
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1) Plan

2) Discover

3) Design

4) Configure

5) Customize

6) Test

7) Deploy

8) Support

9) Adopt

10) Evolve

Tools We Leverage to Solve Salesforce Challenges

The Frontline 1st team has learned a lot by leading a diverse spectrum of Salesforce projects.Ā  As a result, Frontline 1st has developed a robust set of Salesforce accelerators to create repeatable success.

Frontline 1st Salesforce Accelerator Toolkit

sales strategy framework

personas

functional interview analysis

E2E gap analysis

journey map

capability map

security Model

Execution Planning

Proof of Frontline 1st Value

Frontline 1st brings the right sales experience, Big Four expertise, and Salesforce acumen to every project.Ā  We consistently deliver Salesforce solutions to our clients that produce real value.

Average Revenue Increase
0 %
Sales Productivity Increase
0 %
Cost of Sales Decrease
0 %
Improvement in Sales Forecasting Accuracy
0 %

Frontline 1st Case Studies

Finance

Leveraged Salesforce to Transform Bankā€™s Lead Conversion

Improved revenue by 61% and lead conversion by 6%

Professional Services

Refined Salesforce to Substantially Boost Pro Services Firmā€™s Growth

Improved B2B revenue by 52% and lead volume by 200%

Technology

Built Salesforce Solution to Improve IT Firmā€™s Cloud Revenue and On-Prem Client Retention

Generated 1,000 new cloud clients and retained 98% of legacy revenue

Telecommunications

Created Salesforce Solution to Improve Telcoā€™s Enterprise Funnel

Increased lead volume by 46% and reduced lead drop out by 29%

Frontline 1st Client Reviews

Read what clients are saying about the Frontline 1st team.

ā€œFrontline 1st did an outstanding job of seeing the end-to-end journey through the sellerā€™s eyes.  Their sales experience enabled them to design a practical Salesforce solution that my sales team was actually excited to adopt.  That was refreshing and rare.ā€
Greg, Regional VP of Enterprise Sales
ā€œThe Frontline 1st team took a ā€˜teach a person to fishā€™ approach to our Salesforce project.  They intertwined our workstream with theirs and enabled us to look over their shoulder to learn Salesforce at our pace.  When the project was over, we were empowered to support and shape it to our businessā€™s needs.ā€
Harry, VP of IT Operations
ā€œI was impressed by Frontline 1stā€™s strategic approach to our Salesforce initiative.  They brought leaders with deep Big Four consulting experience, advanced methodologies, and effective accelerators.  We appreciated their insights and we are proud of the resulting vision that we produced together.ā€
Claire, Head of Strategy & Operations
ā€œI enjoyed working with Frontline 1st and I respect their deep technical Salesforce knowledge.  It is clear that they are specialists that take pride in what they do.ā€
Eric, Chief Architect & VP of Engineering
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Ā© 2024 Frontline 1st LLC.

Salesforce Managed Services

Need Salesforce support?

Frontline 1st will work with your Salesforce team to provide the right level of support for your business.Ā  We will proactively resolve issues and ensure all users are empowered to leverage the platform.Ā  We can also maintain all of your integrations with Salesforce and custom front office applications.

Salesforce Implementation

Implementing Salesforce for the first time?

Frontline 1st collaborates with your leadership team to create a CRM from the ground up.Ā  We apply years of sales expertise to design a practical solution that supports your unique sales strategy and processes.Ā  We apply Salesforce knowledge to bring the design to life, support it, and train your users.

Salesforce Migration

Need to migrate from a legacy CRM to Salesforce?

Frontline 1st will leverage its proven migration methodology to guide you through the journey.Ā  We will work with you to design, build, test, execute and support the migration to Salesforce.Ā  We will train your users on the new platform and develop a Long-Term Evolution Plan to keep your competitive edge.

Salesforce Enhancement

Need to optimize your current Salesforce platform?

Frontline 1st will assess your platform and use benchmark data to develop a maturity model to help you understand where you stand relative to peer firms.Ā  Then we will work with you to develop a modernization roadmap that improves your competitive position over time.

Salesforce Customization

Unique functional challenge that canā€™t be solved with Out-Of-The-Box capabilities?

Frontline 1st works with you to understand your distinct functional pain point and design a catered solution to overcome it.Ā  We also help you measure results, iterate, and further improve your ROI.

Application Development

Developing a custom application for the front office?

Frontline 1st will take your application concept and bring it to fruition usingĀ  Java, Python, JavaScript, C, C++, HTML, SQL, or Ruby.Ā  After building the application, we can integrate it with Salesforce and even help you market it on Salesforce AppExchange.

Salesforce Integration

Need to integrate Salesforce with the rest of your IT environment?

Frontline 1st will help you develop an integration plan to determine which critical applications Salesforce should be integrated with to maximize your ROI.Ā  We will provide a seamless solution that gives a 360-degree customer view and enables your sales journey.

Salesforce Assessment

Need to identify and solve critical
platform issues?

Frontline 1st will diagnose your Salesforce platform to identify technical and usage gaps.Ā  We will provide a full health assessment and help you prioritize optimization options.

Salesforce Configuration

Need to make impactful improvements to the Salesforce platform you already have?

Frontline 1st will use strategic, functional, and Salesforce best practices to help prioritize enhancements.Ā  We will expose and take advantage of underutilized capabilities that help your business get more out of Salesforce.

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