PlanetShrunk was pleased to offer a complete Salesforce CRM design and implementation for a for-profit engineering company of 1000+ employees.

As always, PlanetShrunk led team discussions and provided extensive training to staff and management before, during and after implementation.

This project included:

  • Compilation of customer data from various departments
  • Analysis of typical sales processes and workflows
  • Coordination with the sales, customer service and marketing departments, along with C-Suite, to produce a cohesive database
  • Integration of data found in various databases, including national and regional promotional programs available through 3rd parties
  • Design and development of reporting tools for various departments and management