Tango – In Step With salesforce.com®

Where to Start?
Done properly, CRM will make your business more effective in sales, marketing and support. After choosing salesforce.com®, the next most important decision is how you are going to implement it. Making the right decisions up front is essential to getting your new application up and running quickly and effectively.

Mistakes are costly! Reinventing the wheel is an ineffective use of your team’s time and money.
Use the experts from Tango to help you maximize the benefit of salesforce.com® for your company!

salesforce.com® Implementation

  CRM QuickStart Get up and running with basic CRM features in 3-5 days.  This includes business analysis, configuration and training services to get you going on the salesforce.com® solution.


  CRM Start-to-Finish If your implementation is more complex, let us manage your implementation professionally and quickly.  Here is what we do:

 Business Process Review (BPR Session) The objective of Business Process Review is to determine exactly how you will deploy the salesforce.com® system.  Tango will assist you in installing the initial instance of the system.  In addition we will assist the project team with reviewing the base system features and functions, identifying and evaluating potential enhancements to the package.  BPR Sessions align business activities with key performance measures and software functionality. 


 Configured salesforce.com® system - Following the BPR activities, configuration and custom development will begin on integration to the base salesforce.com® instance and data conversion from the existing system.  This effort is performed by salesforce.com® Certified consultants with years of real world CRM experience.  Our “A” team of professionals will ensure that the software is configured to your needs and will assist you in driving your project to meet your defined business and project objectives.


 Data Load & Data Cleansing Service – We assemble your data, clean it and load your initial data into salesforce.com®.


 Initial reports set to a corporate dashboard. Reports are summaries and analyses of your data, which you can display or print. To help you monitor your organization, salesforce.com® offers a wide range of standard reports, accessible in the Reports tab.  You can also create new custom reports to access exactly the information you need. You can subtotal and limit your data to help you analyze trends and get a concise picture of what is happening in your organization.  We will help you either select base reports or customize new reports and put these reports on a graphical dashboard available to the entire organization.


 CRM Training - We will provide customized training tuned to how you use salesforce.com® for your business.

salesforce.com® Auxillary Services

  AppExchange AppExchange technical experts can help you recommend and configure existing “bolt-on” solutions that your business can benefit from without expensive custom enhancements.
  CRM “Tune-Up” We will work with you to optimize your existing salesforce.com® implementation.
  Integration Work We will connect salesforce.com® to your own internal systems.  We will build bi-directional data feeds to and from salesforce.com® and your other systems.
  Key Performance Indicator (KPI) Analysis How does you organization define and measure progress toward your organizational goals?  We will help you analyze your KPI’s and set up reporting features on salesforce.com® to measure your success in a quantifiable manner.


Letter to salesforce.com®:
“…I just wanted to say thank you for recommending Tango Consulting to help with my salesforce implementation. They are fabulous to work with, the Project Manager was a quick study of our business model, and was able to put into place exactly what we needed to make salesforce work for us.  They came in under budget, and in less time that spec-ed out.  I have never had a consultant work that efficiently and quickly.  My experience with salesforce, is that I love it more every day.  I am amazed at the depth of the program, and how easy it is to use.  Having been through the wars with Goldmine and Act, it is most refreshing to have an application far exceed your expectations.  I have been recommending it to everyone I know.”

  Teri Pinello, Sales Director, Orbian Trading


Data Migration             Data Integration                   Customer Successes