To complete the Salesforce implementation for The Monterey Company, the Artichoke team followed The Base, The Heart, and The Bloom implementation model to understand the business need for the system change, implement Salesforce, and look towards future efficiencies. The Base: Understand Monterey sales processes, including where leads originate,...

After decades of honing their product, building marketing and sales capabilities, and just being good people, Precoa knows the importance of laying solid groundwork for the future. This decade, Precoa has turned their craftsmanship inward and are working to cement their IT and business processes.   Like many...

To work through the Salesforce implementation alongside the Precoa team, the Artichoke team followed The Base, The Heart, and The Bloom implementation process. The Base: Hold discovery sessions to understand the full scope of impacted Precoa business processes and IT requirements. The project added up to a complete...

Throughout a large-scale Salesforce implementation, building out the team is just as important as the technical solution. During the implementation project, Precoa has prioritized finding good people with skills to structure the IT team for long-term success on the Salesforce platform. A solid team structure looks something like...

The Monterey Company is a custom promotional product manufacturer out of Bend, OR. Recently, Monterey contracted with Artichoke Consulting to implement a fresh instance of Salesforce to upgrade from their current CRM, HubSpot. The goal in moving to Salesforce was to build out a foundational CRM for the...

The most challenging part of The Monterey Company’s Salesforce implementation was cutting over systems with no down time to ensure continuity for the sales team. This point-in-time cutover allowed sales to continue to work opportunities that originated in HubSpot alongside new Leads coming into Salesforce on day one....