Success with SOLVD | Our Sales Process

SOLVD BLOG

Success with SOLVD | OUR SALES PROCESS

SOLVD’S SALES PROCESS

1. NO SALESPEOPLE

When Spencer Lowe, SOLVD’s CEO + Founder started SOLVD, he made a decision early on that he never wanted to hire salespeople. It’s not because he doesn’t think salespeople are useful or good. There’s a role for them to play, but in our business, we’re focused on being a trusted advisers that can help you make the best decisions for your business. To avoid any of those misaligned incentives salespeople can have we have you work directly with one of our consulting managers from the beginning of your engagement with us.

SOLVD’S SALES PROCESS

2. KEY PROJECT PLAYERS

As you’re getting ready to start your Salesforce project, it’s important to think about and plan your project team. Learn about who are the important key project players from both SOLVD and your company to run a successful project.

SOLVD’S SALES PROCESS

3. MASTER SERVICE AGREEMENT

Before starting on your project we will need to have you sign our MSA. It was written and intended to be as customer friendly as possible, while making sure we have shared expectations about things like payments, billing, confidentiality, all of these elements that are crucial to make sure there’s no misunderstandings. If you need to review the MSA prior to signing, please reach out directly to the consulting manager that you’re working with and we can work those out before we get started on your project.

OUR AWESOME CLIENTS

HIGHEST RATED ON SALESFORCE

Testimonials

Our clients say

From my initial call with Spencer through project implementation with John and Evan, my experience with the SOLVD team was excellent. They were quick to understand our business needs, clear when explaining the reasoning behind proposed solutions, transparent when reporting on progress and timeline, and all around enjoyable to work with. Would highly recommend and looking forward to continue working with them in the future!

Veronica Wong Director of Operations at Pathstream

SOLVD was very straight forward with everything needed to complete the project. No surprises, no issues, and cost was aligned with the estimate. They made implementation easy and quick.

Matt Benzaquen Sr Manager, Sales Strategy at Instabug

As a rule, I'm pretty stingy with my recommendations. So it's a pleasure for me to recommend Solvd as a top-flight Salesforce consultancy. Solvd recently led our company's conversion to the Lightning interface and did it on time, on budget and made it easy for me and my team. I know I'll use their services again, and am confident they can do the same for you.

Tim Tuttle CFO at Relevate Health Group