Salesforce Forecasting Best Practices

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.

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.

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.

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.

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.