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
“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
