After completing the Salesforce implementation, we provided consulting for best practices, enhancements, and features to empower the Talena team. Starting with those best practices is the best way to ensure the long-term health and success of a Salesforce installation.
To address Talena’s largest pain point, we set up automatic reports that circumvented the need to manually download and then copy and paste to make the reports. In addition, we set up custom dashboards to gather and display the pertinent data to the different users’ roles.
We also provided hands-on training that saved Talena valuable time and money.