Getting Started with Salesforce for Building Materials

Salesforce CRM + CloudArc


Published: Mar, 2023 | By: Steve Snapp, CloudArc Founder

Getting Started with Salesforce for Building Materials

When you start using Salesforce for Building Materials, you should remember the two main driving forces behind this software, which are:

  • Reducing risk
  • Building momentum

All the things in today’s blog post will pertain to how Salesforce for Building Materials will get you started on creating risk reduction strategies and also building and maintaining momentum in individual projects and therefore your business.

The Risk-Free Prototype (RFP)

At the core of the Salesforce for Building Materials model is the reduction of risk. The way the software can do that is by creating ideal solutions before you actually have to spend any money. The concept is based around a team first investing time rather than money in the initial phases, which differs greatly from how a business would normally experience a CRM.

The typical model would see companies first invest (IE: risk) a lot of money to first acquire the CRM software and the consulting that they need, all before they actually know how these solutions are going to work in practice. You can spend up to $2,000 per user per year on the software license, and then the same amount per user per year on implementation of that software (via consulting). If you have 100 users in your team, then that’s a lot of money spent at the outset.

With Salesforce of Building Materials, you’ll be able to first analyze the particular problems that you need this software to solve before you implement it, which immediately reduces the amount of risk.

The Non-Disclosure Agreement (NDA)

Before they get started with their RFP, new users of Salesforce for Building Materials first have to sign the NDA. The reason for having the NDA is not as much about protecting IP of CloudArc as it is making customers feel more comfortable sending over their data when the time comes. It’s a dual-action NDA that is there to make all parties feel more reassured and at ease as the process moves forward.

The data sharing stage is important because it’s used to identify the key processes that pertain to a customer’s needs, which obviously is vital for informing the next steps in implementation.

Momentum Building

Once we’ve established the RFP, it’s then crucial to start building momentum. It’s one thing to get off the ground, but with no momentum, the business can’t go anywhere. The core concept behind our momentum building is what we call “medium rhythm”.

To accomplish “medium time”, the first thing we do is to establish a regular meeting day and time, during which we will always accomplish certain things. By ensuring that these things are always done within those windows, we ensure that things are always moving forward at a steady and sustainable pace. On top of that, we recommend to users that you also establish an internal meeting rhythm to follow up on the progress and meet the objectives that we set up in our other meeting.

Once rhythm and momentum are established at this rate, they can be increased if required. If there is more to get done and more momentum is required, then it can be facilitated. Equally, during times when things need to be slowed down, this is also possible. Momentum won’t always be constant, we understand that perfectly well. That level of flexibility is needed to speed up momentum when it’s called for, but also slow down when circumstances change.

Getting Started

Now that you understand the core concepts behind Salesforce for Building Materials, the next step is to do what we call the “Launch Call”. All you have to do is get in touch with us and set an appointment to initiate this call and get things moving. Now that you understand the core concepts behind Salesforce for Building Materials, the next step is to do what we call the “Launch Call”. All you have to do is get in touch with us and set an appointment to initiate this call and get things moving.

If you haven’t yet reached that stage and want to take more time to study the matter internally with your team, then we also encourage people to do that. In our experience, even if it takes longer to get started, it’s better to take the time to study how this Salesforce for Building Materials platform is going to serve your needs. You’ll want to understand in detail all the internal workings of your team and operation before you decide to start moving forward with CloudArc.

Take your time, and we look forward to our Launch Call and getting you started with your first risk-free prototype.

Steve Snapp, CloudArc Founder

Salesforce CRM Turn-Key Architects

Tags: Salesforce CRM, Salesforce Consulting, Salesforce Cloud Solution
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