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Give your business meaning
Use Takuma-powered Salesforce to run your business with a holistic view, letting users navigate multiple systems in a meaningful way.
As a Salesforce client, you might be aware of untapped possibilities and frustrated by unfulfilled promises. So much potential can be uncovered with well-implemented Salesforce and an efficient process. Create a flow that gets the right information to the right people at the right time.
Cross-software solutions
Manage sales cycles
Enhance customer experience
Scale operations
Simplify reporting
Innovating at every step
Discovery
- Share an overview of existing processes
- Surface pain points at all levels
- Explore existing systems technologies, and processes
- Prioritize goals, projects, and key metrics
Analysis
- Dive deeper with representative team members
- Discover various angles of objectives, goals, and processes.
- Take key objectives into account, such as sales, surfacing metrics, KPIs, employee performance and process adherence
- Focus on how your software helps or hinders tasks
Design
- Develop a project plan that works for you – agile, waterfall, project price, or time and materials
- Deliver rapid response if necessary, or plan a more structured approach
- Prioritize lowest cost/highest impact, plan project phases to work with cash flow and evolving business
- Evaluate buy vs. build
Implementation
- Address phases individually, solve inefficiencies and handle training and transitioning
- Use best practices, reduce long-term maintenance, and build transferable solutions
- Measure impact and performance for sustainable success and growth
- Constantly iterating based on feedback
Our clients say it best
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“I was very satisfied with my experience with Takuma. They were very helpful in helping my business operations. It’s rare to find someone who understands the in-depth nuances of a business flow like Jonathan Adlerstein. Highly recommended!”
Aryeh Freund, Newtel Systems