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Project Discovery Services

Do you know your business requirements?  You've selected your tool vendor of Salesforce but you're not sure how your marketing efforts/tools will fit into your new CRM. Do you know what process your sales and marketing teams follow now? Do you know what the gap is to get your team to where you want?

Our Project Preparation Services provide you with all of the tools, templates, and guidance you need to present a reliable implementation plan. At the completion of a Project Preparation Engagement with Badal, you will be ready with a list of comprehensive requirements, timelines and risk register so you can undertake your project with confidence.


Change Management Services

Will your uses adopt the new platform? Is your business experiencing change fatigue? Will you realize all of the benefits that you identified in your business case?

Putting a new application in front of users does not guarantee they will use it. Your Salesforce implementation must be supported by a strategic change management plan that encourages a shift in organizational culture and empowers users with the necessary skills to make these changes in their day-to-day work habits. Our Change Management Program leverages proven methodologies to motivate users to embrace change and become owners of their processes.

Specialist Advisory Services

Do you have experience of CRM implementations taking longer than expected or ballooning the budget? Can your users trust the data in the new CRM? Does your system have a design decision that now requires undoing?


Weak spots during a Salesforce implementation include:

  • A Project Manager who does not have CRM project implementation experience or the ability to influence project stakeholders

  • Stakeholders decisions made without guidance from Salesforce specialists

  • Minimal documentation or knowledge of the legacy system data structure or business rules

Our Specialist Advisory Services provides you with an expert to guide and coach you throughout the implementation process to mitigate project risks and avoid project pitfalls.


CRM Review Services

You’ve completed a Salesforce implementation but you've not met the objectives of your original charter or your business has grown significantly since?

Our CRM Review Services provides sales and marketing process improvements, tips and resources to support your CRM system, and documentation and training to improve your CRM platform.


Who partners with Badal?

New to Salesforce

Our quick start packages help get organizations up and running with Salesforce quickly. This package has a defined scope of work enabling you to work with best practices and a roadmap for the future.

Salesforce users seeking support

Looking for extra support with the Salesforce platform from expert users? Through our monthly support package, we provide support with day-to-day issues and expertise to help make tricky situations clearer.

Salesforce users seeking customisation

We provide project support to help organizations leveraging Salesforce to reach new heights of success. If you've come across a new requirement of the system and you're not sure how to tackle it or you require a process change you want to see reflected in your CRM system, we can help.


Success Stories from Companies Like You:

" We began working with Badal after our initial Salesforce implementation resulted in a clunky tool that sales just weren't using. Sham's pragmatic approach and understanding of project methodology helped us identify the gaps we have in our build and our user adoption went up by 46% - a massive win for our organisation. "

Alan Reeves, Geographical Event Mapping App, CEO

"We had purchased Salesforce and were looking at vendor selection from a list provided by Salesforce, Sham came recommended by a colleague from a previous company and after our initial engagement conversations it was clear she had a breadth of experience in the cybersecurity world"

Shaun Talahoo, Digital Risk Detection, Founder and CEO

Image by storyset on Freepik


Ready to get started?


Reach out to speak with one of our certified Salesforce experts and learn how your organisation can unlock the true potential of Salesforce.

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