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What Is a Salesforce Discovery Session and How It Can Help You?

Posted on March 18, 2021

You have decided your business needs to make a move, but you’re not sure how or when. If that’s the case, have you considered having a discovery session with a certified Salesforce partner? If you don’t know what a discovery session is and how it can help you, keep reading.

Albert Einstein is commonly quoted as saying “The definition of insanity is doing the same thing over and over again, but expecting different results”. He was right. You cannot expect new outcomes by doing the same thing over and over again – and the same thing is just not successful.

“If you want better outcomes from what you’re seeing now, you must try new ways.”

The first step to getting different results is to realize your business needs a different approach.

A discovery session is the very first and most essential meeting to have with stakeholders or customers to learn more about what they want and why they want it.

What can a discovery session do for you?

  • Discover what has been holding your business back, or preventing you from getting the results – and the success – you want
  • Better understand where you are today, and where you want to be
  • Allow you to ask ANY questions you may have or express any thoughts about working with a Salesforce Partner
  • Dive deeper into your business to see where we can add value for your business

It’s important to determine what services and solutions are right for your business, and making the right choice now will allow you to make the improvements your business needs in the future.

Interested in a 1:1 session?

The purpose of the call is to determine whether our solutions or services are the best options for your company. Digital transformation is everywhere in today’s business world and if you are considering introducing it to your business, it is essential to choose from among the many Salesforce consulting companies available.

Since there are several Salesforce consulting partners to select from, where we are in Toronto and worldwide, the call will also allow both of us to determine whether we’re the best fit to work together.

Our goal is for you to prosper, so we want to make sure you understand what you’re getting yourself into!

Our services range from Salesforce implementation, consulting, and integration to training engagements, custom development work, and more; there are a number of ways that we can impact your business. We have more than 400 projects completed and over 250 customers.

We strive to build a trusted, long-term relationship with each customer, and we take pride in getting the industry’s highest client satisfaction scores. Our mission is to truly provide the value that you and your company need for every customer, in every meeting, and on every initiative.

You have nothing to lose and everything to gain

So, let me ask you… is your business approach working for you?

When you’ve made a decision, book a FREE Salesforce discovery session with us or fill out the form below (make sure you write “Free Discovery Call” in the Comment section).

Let’s talk about where we could best add value to your business.

Book a Free Discovery Session

Do you have a question? Do you want to start a project? Get in touch.


Get In Touch With Us

Whether you need industry advice, a product demo or consultation on your next project, contact App Solve for all the resources you need to plan and grow your business.

Toronto Office
1050 King Street West
M6K 0C7

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What Our Customers Are Saying

Digitcom hired AppSolve to streamline Digitcom's processes from Quote to Cash. A digital service provider, Digitcom's requirements are challenging and AppSolve's thorough knowledge of Service Cloud and AccountingSeed ERP and Financial Suite made them uniquely qualified to help.
AppSolve delivered a comprehensive overview of Digitcom's processes. They simplified systems by eliminating half of the business tools currently in use, resulting in more cohesive work flows at a lower monthly spend.
AppSolve's team faced external challenges multiple times during their engagement with us, but managed to keep tightly to their deadlines and deliverables while maintaining a high-quality, professional service.

Digitcom Telecommunications Inc.

"A great long term partner. The team at App Solve has helped us implement several strategically valuable modules, custom design, and workflow processes to our org. We have been working with them for four years now. They understand our business needs and help us scope projects appropriately for our requirements and budget. Planning projects is always difficult when we don't understand the complexity of some challenges. They help us navigate appropriately and are reasonable to work with when original plans inevitably end up drifting into something different than first envisioned."

Craig MacAdam, CFO | Lift North America

"Great team to work with! App Solve knows their stuff. They helped to get Pardot integrated with Salesforce, and I am excited to see what we can do with it."

Dawn Jones, Director of Marketing | Kraun Electric Inc.

"Exceptional work and customer service! We contracted App Solve to help us with an implementation roadmap project and feasibility study. We were very pleased with the level of service they provided, the clarity of communication, and the attention we received. All our needs were addressed! I strongly recommend App Solve, their level of expertise, and customer service are unparalleled."

Asia Nebesnaia, IT Project Manager | Cox Automotive Canada Company

"The App Solve team was very knowledgeable, organized, and worked diligently to set up Salesforce and Pardot within a tight timeframe. We enjoyed working with everyone on the project and appreciated the guidance along the way."

Simon Dealy, CEO | HIRE Technologies

"Experienced partner with good staff. We did our first project with App Solve this past summer. It was implemented professionally and has had a positive impact on our business. The staff are responsive and know their stuff. We will definitely use them again."

Aaron Jones, CEO | Kraun Electric Inc.

"Highly skilled and easy to work with! I’ve been working with App Solve for several years as a Salesforce partner and a software implementor of our platform - Accounting Seed. In my experiences with App Solve, they've been spot on with respect to the Accounting Seed and Salesforce value proposition and I've had countless successful project roll-outs with our mutual customers! Cheers to many more, App Solve!"

Anthony Schermer, Senior Account Executive | Accounting Seed

"App Solve is great to work with, they take the time to understand our business and how best to implement Salesforce solutions to meet our objectives. Very knowledgeable team to work with our company as we rolled out Salesforce across North America to 12 cities, implementing our entire business. It was a pleasure doing business with App Solve. Thank you."

John Chiaramonte, Senior Business Development Executive | Enwave North America LP.

"Extremely pleased. David and his team have been a dream to work with. They are very responsive and complete projects in a timely manner. They also take the time to thoroughly explain things to a novice Salesforce user. I look forward to working with David in the future!"

Sierra Hayes, Operations Manager | Dream Local Digital

"Great Group to work with. We have used App Solve a few times and they have been great to work with. They were very knowledgeable and showed a willingness to work with or organization. I will use them for future consultation."

Chris Haase, President | Environmental Products Group

"We worked with the App Solve team to implement Salesforce for our organization, including the main system architecture and setting up the data model needed for our business. They have been a true partner in getting us rolling with Salesforce and have also been of great assistance in tackling smaller projects after the implementation was largely completed."

Gregory Kennedy, Controller | Generis

"Fantastic experience working with Pattie & David. Our company recently completed the transition to Lightning with the competent, guiding hand of Pattie. This transition provided us the perfect opportunity to fix an ongoing issue that was caused by a custom-built feature. Pattie & her team took the time to clearly understand the issue and to take the proper steps to fix it. I would highly recommend App Solve to anyone looking to integrate Salesforce into their business."

Lee-Anne Golden, Managing Director | Urban Flats Toronto

"A true partner. The team at App Solve is amazing. We have truly valued their expertise and consider them a partner, helping us maximize our Salesforce experience. They have been lifesavers on more projects than I can count. We look forward to a long and productive relationship. 5 stars all around!"

Kerrie LePage, Director of Marketing and Product Management | Edenred Commuter Benefit Solutions

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