To make sure you sign a contract, Salesforce reps can under scope projects and share a very cheap implementation cost. But often the reality is your implementation could cost 95% more than what you expected.
Once you sign the contract and feel like you’ve got a great deal, you’re handed over to a third-party implementation partner. They'll scope your project and add on ‘extras’ that you need. In reality, this reveals the real cost of implementation but once you discover it – you're already tied into a contract.
This is why our survey shows 75% had significant implementation overspend with Salesforce.
Workbooks is different for two reasons.
We run a Shared Success workshop to understand what you need and give you the true cost of your implementation up front, before you sign anything. Then you can make an informed decision without committing to a CRM provider.
We implement your CRM software without external parties. This means there’s one clear line of communication. And it means we’re invested in your success. Third-party implementation partners leave once you’re set up – we're with you every step of the way to help you meet your goals.
The same survey shows 0% saw significant implementation overspend with Workbooks.