Based on years of implementation experience, Cloud Sherpas has developed a number of principles that guide projects to success:

True CRM – CRM is about more than just a technology. We have learned that successful CRM implementations encompass not just technology, but also business functions and other key competencies like program and change management.

Business Outcomes – Cloud Sherpas focuses on client-targeted business results to best leverage and maximize the impact of cloud CRM technology – today and in the future.

Alignment – Arriving at the right solution is a journey. We seek both business and IT input at frequent intervals along the way to reinforce our commitment to a balanced solution.

Blended Team – We’re partners. Cloud Sherpas works in collaboration with each business’ resources, leveraging your organizational knowledge and sharing our cloud CRM expertise with your organization.

Point-of-View – Cloud Sherpas deploys small teams of experienced consultants who provide expert advice in the development and execution of CRM solutions through the use of our proven CRM Excellence Framework.

Concise Phasing – Cloud Sherpas implements CRM solutions in multiple phases in order to reduce program risk and deliver a faster return on investment.

Multishore – Cloud Sherpas deploys both on and offshore consultants to lower costs and increase flexibility, ultimately maximizing the value for organizations.

Limited Customization – Following the “keep it simple” principle and the knowledge that the best long-term technical solutions leverage out-of-the-box functionality, Cloud Sherpas only applies customizations where there is a solid business justification.

Logical Documentation – Cloud Sherpas creates and delivers supporting documentation only when it serves a clear and necessary purpose in support of your organization’s CRM platforms.

Adoption – Cloud Sherpas understands that every CRM initiative incurs organizational change, which is why we work with your organization to anticipate and mitigate natural resistance to reduce risk and drive success.

Fun Environment – We love our jobs. We deliver enthusiasm. Project work is our ongoing business and we strive to enable every team member to achieve enjoyment, a balanced work life and personal growth within each project.