SALESFORCE™ SIMPLIFIED: YOUR GUIDE TO BUSINESS BENEFITS
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Avoid missteps, rework, and missed goals. Our expert guidance
​ensures your Salesforce programme delivers business value.

Independent guide to Salesforce benefits
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Your Salesforce Implementation Journey

Are you about to embark on a Salesforce implementation journey? The path from a solution concept to tangible business benefits can be complex and challenging. Salesforce, a powerful and versatile platform, offers a wide array of products and technologies. Without a strategic blueprint and clear licensing guidance, navigating through this maze can be daunting.

Imagine simplifying this process with expert guidance. Whether it's a small implementation or a large-scale integration, every step counts - from detailed planning to avoiding common pitfalls. The journey involves intricate business analysis, precise solution design, systems integration, and thorough testing. Let's not forget crucial aspects like data migration, user training, and ensuring smooth adoption.

While it might be tempting to rely on big-brand Systems Integrators for such extensive projects, personalized guidance can make a significant difference, especially when large-scale technology and change management is not your core expertise.

How We Can Help

Salesforce Consulting

​Salesforce Licensing Strategy

​Our Salesforce implementation strategy, honed through extensive client experience, utilizes an 8-factor scorecard to align Salesforce with your company's vision. This method streamlines the process, ensuring IT initiatives maximize ROI and deliver tangible business benefits. Our approach transforms Salesforce into a strategic asset, driving your business forward.

Salesforce Project Assurance

Bring two decades of project delivery and programme management experience into your organisation. During the last 12 years, we have supported a number of customers from different industries leverage the Salesforce platform. Whether you want a Salesforce implementation expert to guide the project or assistance with a challenging project, we are only a telephone call away.
A License Strategy tailored for cost control and strategic optimization, offers a comprehensive plan for Salesforce licensing. It encompasses initial licenses for implementation, outlines ramp-up requirements to support roll-out of your Salesforce solution. The strategy also includes regular license audits. This approach results in a detailed license strategy, specifying the necessary licenses and their timing for crucial capabilities. This strategic planning aids in compiling a robust business case and prevents unexpected costs, ensuring efficient and effective Salesforce utilization.
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​Cato Rockne-Meyer

Managing Consultant at Caleidoscope Associates

Cato Rockne-Meyer is an experienced technology consultant and project troubleshooter, leading teams to succeed with complex and challenging projects. Following ​a consulting career with Arthur Andersen and Logica CMG, Cato founded Caleidoscope Associates to provide technology and project management consulting, turning ideas into real benefits.​

For the past decade we have been guiding Business Leaders and Teams to achieve transformational results with Salesforce solutions.

More Than
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  • Home
  • Services
    • Salesforce Consulting
    • Salesforce Licensing Strategy
    • Project Assurance
  • Resources
    • Cato's Blog
    • FAQ
    • Licensing Checklist
    • Success Scorecard
    • Demystify Salesforce >
      • Demystifying Part 1
    • Website Terms
  • Members
  • Contact
  • About
  • Product