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Welcome to Bricks Template One!

Welcome to Bricks Template One!

Contact Us

Welcome to Template One

Welcome to Template One
Contact Us

Welcome to Template One

Welcome to Template One

Are you stuck with a Salesforce that no one is using?

Salesforce Implementation Considerations

What Should I Be Considering in a Salesforce Implementation Partner?

Salesforce Adoption Specialists

Choosing the right Salesforce Implementation Partner is one of the most critical decisions for any business aiming to maximize the benefits of Salesforce. A skilled partner ensures your CRM is deployed correctly, adoption rates are high, and your business processes are fully aligned with Salesforce functionality. Failing to select the right partner can lead to wasted investment, low adoption, and operational inefficiencies. Additionally, understanding your Salesforce subscription options, including the question “Can I cancel Salesforce?”, is essential before committing.

Salesforce Adoption Specialists

Our Clients

Understanding the Role of a Salesforce Implementation Partner

Salesforce Implementation Partners are experts in configuring, customizing, and deploying Salesforce to meet your organization’s unique requirements. They act as advisors, project managers, and technical implementers, ensuring that your CRM supports your business goals.

Salesforce Support

From start to finish

From seamless implementation to ensuring adoption across all roles and departments, we provide tailored support every step of the way. With immediate access to a team of Salesforce specialists—without the burden of a full-time budget—streamline your operations and grow your business.

All-in-one Solution

Services Offered by Salesforce Implementation Partners

A reliable partner provides a comprehensive suite of services. This includes Salesforce setup and configuration tailored to your workflows, data migration and cleanup to ensure accuracy and completeness, and automation and workflow optimization for greater efficiency. Additionally, they build custom dashboards and reporting to monitor KPIs and provide user training and adoption support to ensure team engagement throughout the deployment process.

Salesforce Adoption

FROM START TO FINISH

Key Factors to Evaluate When Choosing a Partner

Evaluate the partner’s experience with organizations similar to yours and in your industry. Experienced partners anticipate challenges and provide strategic solutions, reducing deployment risks and increasing adoption rates.

Ask for case studies and client references to assess the partner’s success in implementing Salesforce. Real-world examples show their ability to deliver measurable results and handle complex deployments.

Certified Salesforce partners have verified expertise and access to advanced tools, resources, and support from Salesforce. Certifications such as Salesforce Certified Administrator or Advanced Administrator indicate their capability to handle complex projects.

Understand the partner’s pricing model — hourly, project-based, or subscription — and review contract terms carefully. Ensure clarity on deliverables, support options, and any cancellation policies.

Overcoming Salesforce user resistance

Alternatives to Cancellation Actually Include

Instead of outright cancellation, there are several practical options worth exploring. Organizations can scale down licenses for inactive users to reduce costs, engage a different implementation partner to improve adoption and maximize the existing investment, or adjust workflows and customizations to reduce complexity and overall cost without disrupting operations entirely.

Salesforce Adoption

FROM START TO FINISH

Best Practices for Working With a Salesforce Implementation Partner

Set measurable objectives for your Salesforce deployment. Whether it’s increasing sales, improving customer support, or streamlining workflows, clearly defined goals help your partner align the CRM with your business needs.

Ensure that the partner customizes workflows, dashboards, and automation to match your existing processes. Misalignment can reduce adoption and frustrate users.

Ongoing support and training are crucial for long-term success. Continuous engagement helps users adopt new features, maintain data quality, and use Salesforce efficiently, maximizing ROI.

How to Evaluate a Partner's Adoption Strategy

Review the partner’s approach to user training. Effective adoption strategies include hands-on workshops, role-specific training, and continuous learning via online resources.

Top partners use gamification and engagement techniques to motivate users, track adoption, and identify areas needing improvement. Recognition, points, and reporting encourage active participation.

A partner should implement data hygiene practices, eliminating duplicates and outdated records, and ensuring that your team trusts the system. High-quality data drives user confidence and successful adoption.

Leverage Our Expertise

Sales Cloud

Leads, Accounts, Contacts, Opportunities, Quotes, Cases, Campaigns

Service Cloud

Case Management, Service Console, Omni Channel Routing, SLA’s, etc.

Marketing Account Engagement

B2B Marketing Automation

Experience Cloud

Customer or Partner Portals

Non-Profit

Fundraising, Program Management, Grantmaking

Custom Development

Custom Objects, Process, Automation, Custom Screens

Integrations

Connecting to 3rd Party Systems

3rd Party Apps

Payment Processing, Web Forms, Mail Merges, E-signatures, etc.

Adoption

Dedicated team to ensure your team maximizes its use

Sales Cloud

Leads, Accounts, Contacts, Opportunities, Quotes, Cases, Campaigns

Custom Development

Custom Objects, Process, Automation, Custom Screens

Service Cloud

Case Management, Service Console, Omni Channel Routing, SLA’s, etc.

Integrations

Connecting to 3rd Party Systems

Marketing Account

Engagement, B2B Marketing Automation

3rd Party Apps

Payment Processing, Web Forms, Mail Merges, E-signatures, etc.

Experience Cloud

Customer or Partner Portals

Adoption

Dedicated team to ensure your team maximizes its use

Non-Profit

Fundraising, Program Management, Grantmaking

0+

Salesforce
Implementations

0+

Salesforce
Projects

0+

Training
Sessions

Our Typical Client

01

B2B/ Small/ Medium Business

02

5 To 100 Salesforce Users

03

Don’t Have Anyone Internally To Support With Salesforce

Our Typical Client

  1. B2B/ Small/ Medium Business
  2. 5 To 100 Salesforce Users
  3. Don’t Have Anyone Internally To Support With Salesforce

Whats Your Situation

Looking for a CRM

Building a sound foundation for your Salesforce platform begins with having the right sales process in place that drives your organization’s data flow. Our experience has shown that many organizations lack a unifying sales process and is a primary reason for Salesforce implementation failure. With our expertise, we will help you choose the best processes for your sales organization’s specific needs and then streamline and modify them to improve workflow throughout.

Salesforce Enhancement And Cleanup

  1. I am paying for Salesforce, but no one is using it.
  2. I don’t trust the data created in Salesforce and therefore, cannot rely on analytics we hoped it would provide.
  3. I have no one to proactively train my users to achieve the user adoption we require.
  4. I have no one addressing and being responsible for the ongoing administrative requirements that are presenting themselves.

Frequently Asked Questions

  • What should I be considering in a Salesforce Implementation Partner?

    Look at their experience, certifications, past client success, pricing structure, support options, and their strategy for adoption and user engagement. A strong partner ensures smooth deployment and long-term ROI.

  • Can I cancel Salesforce anytime?

    Cancellation is possible but review your contract and licensing terms first. Consider alternative solutions or scaling options before canceling to avoid disruptions.

  • How long does a Salesforce implementation take?

    Implementation time varies based on complexity, organization size, and customization needs. Most deployments take 4–12 weeks, with additional time for user training and adoption.

  • What Happens When You Cancel Salesforce?

    Upon cancellation, access to your Salesforce instance is typically revoked. Data may be retained for a short period depending on your subscription, but integrations, workflows, and dashboards will no longer function. It is crucial to back up all essential data and plan for alternative CRM solutions if needed.

  • Can I Cancel Salesforce?

    Yes, Salesforce subscriptions can be canceled, but the process and implications depend on your contract type. Organizations should plan for data export, integration deactivation, and user transition before cancellation. Cancelling without proper planning can lead to data loss and operational disruption.

Client Testimonials

Working with Lisa, Kyle and Bruno has been an absolute pleasure. They understood what our vision was, and they were able to deliver exactly what we had in mind. Their team is extremely knowledgeable and offered great support and creative solutions throughout the entire process. They are all very detail-oriented and constantly followed up when they said they would.

Adam has a deep understanding of Salesforce and has provided outstanding support, helping us customize this software to add significantly more value to our company. Adam is a pleasure to deal with, understands our business, provides solutions, and can be relied on to get the job done in a timely manner.

Wanted to reach out and express our appreciation to the Focus team, for your dedication of being our “personal trainer” for our Axis Communications team, for the purpose of become proficient with SalesForce. Axis Communications has made significant progress during our time together, and now we are in a position for SF.com to be a productive and effective tool for us.

Thank you again for helping us make so much progress and for staying so on top of our improvement. It feels like your team is invested in the success of your team and every dollar we spend with you is worth it! It’s hard to provide a service oriented firm with a 10/10 review but we’ll give that to you!

The transition was seamless. My team is really engaged and they like working with Sarah. She understands our business model very well and she is always open to suggestions, recommendations, and she experiments with new ways to reach to my team.

Support is great; we have unlimited support from your team if my people have any questions or if they need more training on a specific topic.

I just wanted to take a minute to tell you that so far everything has been great. The guys are using Salesforce properly now and I have noticed major differences in my day-to-day management of the activity.

For example, I helped Andre put a quote together this morning and when I asked him for the information he simply said “it’s in Salesforce” and it only took me a matter of seconds to get all the info I needed to produce the quote based on his notes in the Opportunity on Salesforce.
Thanks again.

In my 12 years as a business owner, I’ve met few are as organized and effective as Donna. She approaches every day with a high level of energy and passion. This coupled with her sound analytical skills, make her an invaluable asset. During the last 3 years Donna was the lead in implementing a CRM system, taking our sales team to a new level.

Donna has been providing services to P & P for over a year now. When we started working with Donna, the first thing we noticed is that any task was done on time or sooner, regardless of complexity. Since then we have discovered her more advanced talents which are many, but the ones that are most notable are performing complex data analysis, identifying key KPI’s and Quarterly Priorities (QP’s), HR management, and quarterly planning. Donna just has a great head on her shoulders, she smart organized and “get’s it”, she had helped me with a number of difficult situations with professionalism and speed.

Lisa is a detail-oriented manager that kept everyone focused and on their timelines. She was always available for questions, easy to work with as her input is straight forward and honest. It has been a pleasure.

Focus CRM proactively leads our adoption every day with a dedicated team that works hand in hand with ours. You do everything a full-time internal CRM champion would do and more … at a substantially lower cost. As long as we use a CRM, we will always need someone to run it. We see a great future together with Focus being that “someone”. Looking forward to another year together!

I have had the pleasure of working with Lisa for close to a year now and she is the ultimate professional. She is a great listener and is quick to report back with solutions. If it’s results that you’re looking for then Lisa is the person for you. As for her attention to detail…I have yet to meet her equal.

Lisa is a highly motivated individual with great ideas as to how to process information in an office setting. Lisa worked with me to help set up our Salesforce CRM program five years ago; we are still using many of her ideas even now.

I had the opportunity and privilege to work with Lisa in 2010 on our implementation of Salesforce. I don’t know if I could say enough positive things about Lisa and her abilities. Her depth of knowledge of Salesforce was impressive and significant in our success. When it came to the project, ours was one of the most complex implementations tackled by Focus . Lisa was directly instrumental in our on-time and successful rollout last year. I have enjoyed working with Lisa and am proud to recommend her.

Lisa is a highly skilled, experienced and details oriented professional. In 2015, I hired Focus to design, program, implement and train my staff and I on a customized CRM solution using the Salesforce.com platform. Lisa Rodrigues was the project lead and in less than 3 months, Lisa had our system up, running and our staff using the system religiously. She was very committed to understanding how our business operates and responded to our questions with an incredible ability to convey her knowledge of Salesforce.com in a manner that was fun to learn and easy to understand. I would highly recommend Lisa Rodrigues and the Focus team to anyone looking to improve the efficiency and success of their business.

Sarah’s Saleforce.com expertise is extensive.   She keeps an eye on their progress, and constantly emails our team asking how she can help or pointing out functionality they could & should be using within the Salesforce application.

Sarah is ALWAYS available.   As I work all hours of the day and night Sarah has interacted with me in the early mornings, late evenings.  Any time I need her she is there.  She has been a true asset to our team and is always available to train me or our team members on the numerous tools she has at her disposal.

In a nutshell, we have found Sarah to be excellent to work with! She has a very nice and accommodating personality, sense of humour, desire to help, is a so knowledgeable with Salesforce and, in particular, turns around changes and ideas for sf.com extremely quickly.

We have a team of 7 reps, male and female, with varying degrees of experience and Sarah works well with them as a group and in one on ones.

I can tell that Sarah takes pride in her work and has always been well prepared and is always respectful of our time and schedule.

Lisa Rodrigues has been fantastic to work with. When we first went live with SF, she made herself available morning, noon, nights and weekends. In the time since, she has remained tremendously responsive. She’s never failed to return my e-mails or phone calls in the same day, even if only to assure me that she’s working on a solution to my problem.

Our company had been using Maximizer, which had become unsupportable and required a full system replacement.

Yes I would recommend Darren’s team for your SFA. It is a significant investment to purchase and set up a SFA program and I now believe we would have made the same mistakes and received only part of the systems benefits if we did not have assistance from outside the company

So far this has been something we would never have been able to do without all of their help, and we do hope that this will continue. We have many different personalities and technology levels in the office and it was key that your team was able to work with each personality/level and again they have proved to us they have all of the requirements to do this and everyone is feeling very involved and really appreciate the different levels of help/service they have all individually experienced.

Working with Lisa has been absolutely amazing. When it comes to implementing a CRM into a transitioning company I would recommend her 10 fold. She was quick to realize those that were succeeding and those who may have needed a little more hands on efforts and never missed a beat.

Our team is feeling very comfortable and confident and we owe this to Lisa.

I just finished a training session with Zain and wanted to let you know how much I appreciate his guidance in using SalesForce. He has been very helpful with his gentle guidance and I can tell, he has a smile on his face at the other end of the phone.