Structured. Strategic.
Built for Travel.
Built for Travel.
Our process brings clarity to complexity
Giving you a Salesforce system that works for your business, today and as you grow. We start by listening, ask the right questions, and guide your team through a structured process grounded in real-world tourism experience and Salesforce best practices.
Every project is anchored in transparent communication, strong documentation, and clear milestones, ensuring visibility, accountability, and a smooth handoff from start to finish.
Practical. Collaborative. Human.
Whether you’re implementing Salesforce for the first time or optimizing an existing system, we meet you where you are with a clear process, transparent communication, and a strong bias toward real-world impact.
What You Can Expect
Strategic Discovery
Before we dive into systems, we start with the big picture. In this high-level discovery phase, we meet with executive sponsors and project leads to understand your business goals, success measures, and key friction points.
Over the course of 1–2 weeks (onsite or virtual), we listen carefully. This is where we connect the dots between your vision and what Salesforce can unlock, offering early insight into what’s possible and how we can help get you there.
For some clients, this may serve as a standalone strategic engagement. For most, it lays the groundwork for a structured implementation or optimization process grounded in clarity, confidence, and mutual alignment.
Deep Discovery & Alignment
In this phase, we roll up our sleeves and get to know your business, fast.
Through targeted stakeholder interviews, process mapping, and a detailed
review of your existing systems, we build a clear, shared understanding of
where you are and where you want to go.
We look feature by feature, team by team, and journey by journey—identifying
inefficiencies, surfacing hidden opportunities, and anticipating needs that
may not yet be fully articulated. You’ll get best-practice guidance,
thoughtful questions, and early insights that shape the path forward.
- Stakeholder alignment sessions
- CRM audit and/or gap analysis
- Custom implementation or optimization roadmap
Design & Planning
With your business goals and frontline realities in mind, we design Salesforce solutions that reflect how your team actually works, and how your guests expect to be served. We focus on practical, scalable design grounded in best practices, and we invite your team into the process through structured collaboration.
We also support UX and UI design where needed, ensuring the interface is
intuitive, accessible, and aligned with your customer journey.
Key activities in this phase include:
- Process design and configuration planning
- Collaborative exercises (e.g., heat mapping, stop/start/continue) to gather team input
- Readback sessions to confirm shared understanding before build begins
- Prioritization of features based on impact, effort, and business goals
Build & Implement
This is where strategy becomes system. In this phase, we bring the roadmap to life:
configuring, integrating, and optimizing your Salesforce environment in a way that’s
collaborative and iterative. We work in agile sprints, keeping you closely involved
through regular demos and feedback loops. Nothing gets built in a vacuum.
Once approved, we move confidently into deployment, ensuring the system lands cleanly
and is ready to support your team from day one.
- Salesforce configuration and feature development
- Automation setup and third-party integrations
- Sprint-based implementation with collaborative feedback
- Demo and approval checkpoints
- Final deployment and quality assurance testing
Training, Handoff & Support
Our work doesn’t stop at go-live. We ensure your team feels confident and capable through
tailored training, thorough documentation, and continued support options. Whether it’s
enabling internal admins, creating department-specific sessions, or offering a long-term
support retainer, we help you build the internal capacity to grow with your system.
- Administrator enablement for long-term success
- Train-the-trainer programs and role-specific onboarding by department, as needed
- Comprehensive documentation, including how-to guides, release notes, and reference materials
- Post-launch support, with retainer-based service options available
Our Difference
Industry Insight
We’ve worked in tourism, sales, operations, and guest experience, so we build with your real-world challenges in mind.
Thoughtful Execution
You won’t find bloated builds or cookie-cutter solutions here. We focus on what matters, with clarity and polish.
Partnership, Not Just Projects
We become part of your team, bringing focus, momentum, and confidence every step of the way.
