ReadyStack
3x Trailheadranger | 4x Certified | Salesforce of North Dallas Organizer | Salesforce User Group Leader|
I am a Salesforce Consultant for an amazing company and work on a lot of cool stuff. Have a strong background and passion for Service Cloud and all the neat stuff that comes with it. I love to be active in the Salesforce Community and make a positive impact in people's lives. If you have questions or just wanna chat Salesforce !!! Don’t hesitate to reach out 😃
Lead Conversion Flow for B2B and B2C
Updated:
12/15/23
Salesforce B2B/B2C Communication
Updated:
12/15/23
SFDC Omni-Channel Outreach
Updated:
12/15/23
.readystacking. is Outcome-Centric
Agile stacks adjust to best practices, budget, skills, preference, and OKRs
Day 1
Onboard and confirm stack
Days 1-3
App signups and setup
Days 3-14
Run and gather results data
Complementary Customer Success Agents are trained on processes, recommended apps, and outcomes.
Days 14+
Constant Improvement
ISV Cohorts and SMEs optimize
Customer-First Outcomes
Bias to Outcome
Open Skills Integration
Rapid Deployment
Agile Updates
Constant Improvement
Platform Building is IT-Centric
Native solutions and coding projects are the default decision.
Days 1 -30
Days 30-90
Days 90-120
Days 120+
Source Advice
Scope
Code & Deploy
Maintain
$100-$150/hr
$100-$150/hr
$100-$150/hr
$100-$150/hr
Proximity Bias
Constricted skills
Project headwinds
Low/No agility
Platform-First Outcomes
Proximity Bias
Constricted Skills
Project Headwinds
Low/No Agility
Stagant Iteration
Case Study: The Value of Choice for Salesforce Orgs
Really Moving London’s is $150,000 annually
Customer-Centric v. Platform-Centric SaaS Skills Adoption Projects
Speed, Finance, and Agility
Carolyn, the Director of Marketing Operations at Really Moving London was spending $200/day on leads and needed a flow to sync marketing, call center, and sales activities. Their Salesforce developer recommended they call their Salesforce Rep for guidance, who recommended a Pardot Consultant. The consultant's schedule was booked for weeks and Carolyn was under pressure to launch a system. She couldn't afford to wait months to deploy a system with Pardot. And adding to Carolyn's pressure was all the uncertainty. She couldn't get answers on when a project design and deployment would happen. The Pardot Consultant's and Salesforce Developer's schedules and Really Moving London's Salesforce development queue.
In Carolyn's words, "I started down a path to Pardot, but chose the .readystack. approach after seeing I'd save over £55,000 on consulting, development and licensing costs, begin in days not months, and stay clear of Salesforce costs."
She reached out to a .readystack.local based in Portland, Oregon to get best practices, workflow execution, and post-launch optimization and maintenance. She got all of it and without spending a penny more on Salesforce licenses or development. Really Moving was rewarded for choosing the .readystack. method with an immediate setup and three day team testing period, five-figure annual savings, and ability to quickly update workflow messaging channels to optimize outcomes.