Scope first, Scale smart
PDMI Salesforce Complimentary Jump Start
PDMI Jump Start: What’s Included
Up to 20 free hours with GoKarya’s certified Salesforce experts
–Discovery sessions with Sales, AM, Ops, and IT leaders
–Review of current tools and workflows (Halo, SharePoint, Tableau, email)
–Identification of key objects, bottlenecks, and user needs
–Roadmap proposal: phased CRM implementation with effort, impact, and timeline
Take advantage of 20 free hours with GoKarya’s Jump Start package discovery offering
| Phase | Focus | Output |
|---|---|---|
|
Discovery |
Review workflows in Sales, AM, Ops |
Map key friction points and data flow |
|
Systems Review |
Understand current tooling (Halo, Tableau, SharePoint, etc.) |
Inventory of overlap, gaps, and redundancies |
|
User & Process Mapping |
Identify contact-level engagement needs |
Define key objects, user types, and workflows |
|
Implementation Planning |
Prioritize CRM features based on impact |
Roadmap for phased rollout with timing, lift, and options |
Project Deliverables
What We Don’t Do (Yet)
No pricing commitments
–No delivery timeline promises
–No project kick-off required
–Just a scoped plan to help you make an informed decision
Why It Works for PDMI
Unblocks next step with low effort
Avoids overloading Sales or AM leaders
Gives clear language and direction to socialize internally
Why this makes sense
We want to earn the right to build the full solution by first delivering clarity and alignment through this complimentary Jump Start
“Right now, Sales is constantly updating Account Managers manually because they don’t have access to Salesforce.”
Outcome - Account Managers rely on Sales for answers because key client data is spread across disconnected tools
“Leadership doesn’t have a single source of truth—we’re switching between SharePoint, Teams, and Halo just to find client info.”
Issue - Leadership lacks visibility into client performance and team activity.
“Everyone agrees Salesforce is the right move—but we’re missing the structure and leadership to make it happen.”
Concern - There’s no internal bandwidth to manage a full CRM rollout.
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Instead of overcommitting, let’s co-create a clear, actionable plan
Take advantage of 20 free hours with GoKarya’s Jump Start package discovery offering
How a Tech-Driven Pharmacy Partner Built Its CRM Foundation
Prescription fulfillment company with similar rev model and tech sprawl
–Disconnected systems: email, spreadsheets, point tools
–Lacked shared visibility and data for leadership
Through phased rollout:
-Cut redundant work by 40%
-Created seamless Sales → AM handoffs
-Delivered real-time client health dashboards
-Drove adoption through small, high-impact wins