Refresh is designed to unlock unused functionality in your existing Salesforce CRM and to increase user productivity. Refresh is typically the first project that SalesPath engages in where we did not do the initial Salesforce implementation.
We begin by meeting with your Salesforce Administrator and management to discover your CRM needs and possible additional uses for Salesforce. We review your current Salesforce configuration including security, user profiles, reports, dashboards, and customizations. We note areas where Salesforce should be re-configured or where capabilities are not being fully utilized. We then make recommendations for actions to be taken. Together we develop an action plan for the remaining time. We then make changes to your Salesforce CRM as appropriate and agreed to. Changes might include new custom fields, changes to security, changes to Page Layouts, creating new List Views and Lookups, designing new reports, and creating new Dashboards. With most Refresh projects, SalesPath then provides training for users and administrators on specific functionality that is not being fully utilized today. The topics of this training are identified and agreed to with you.