611 Clement Street San Francisco, CA 94118 (415) 935-1776 http://prodadv.com info@prodadv.com @4productivity

611 Clement Street San Francisco, CA 94118 (415) 935-1776 http://prodadv.com info@prodadv.com @4productivity

Who We Are Productivity Advisors is a software consultancy that advises small and medium sized enterprises on how to implement, extend and adopt Salesforce solutions. Our team of consultants has expertise in business analysis, solution architecture and Salesforce admin and configuration, and has helped over 100 businesses leverage their investment in cloud-based apps. How We Do It We have deep knowledge of how the Salesforce ecosystem works and which resources to leverage to help our clients solve their problems. We have provided guidance to clients on: when to use clicks not code, using AppExchange apps (and how to build them), integration strategies, technical resources, licensing and general limits of the Salesforce platform. We also utilize a standard solution consulting approach: Discovery: Extract business requirements, understand data, model relationships and review existing documents and processes. Design: Analyze, map, and architect business logic; craft a balanced/minimalist user experience. Development: Prototype, review, build, process feedback, QA and repeat. Delivery: Stakeholder acceptance, train-the-trainer, adoption workshops and systems governance advice.

What We Provide Salesforce Customizations §  Sales, Service & Community Cloud roll-outs §  Custom configuration assignments §  Expand functionality – standard Salesforce,

custom Force.com apps and AppExchange

Ongoing Support §  Salesforce org health checks §  Outsourced admin – ¼ and ½ FTE blocks §  Training – general and org specific functionality

§  We believe business requirements really matter, so we ask good questions.

§  Iteration is essential: configure, confirm, repeat...

§  We are flexible. We can work with you onsite, over the web or out of sight.

§  We know how to say NO. If we don’t say NO to too many fields, rules, alerts, etc.. who will protect the user?

§  You can build a lot of functionality with “clicks”, before having to code.

§  We are honest. Which can sometimes be a problem…

Our Approach

Customer Success

Platform

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