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Free e-book

How to Become a Successful Salesforce Consultant

15 Tips for the New Recruit

This book is useful for aspiring Salesforce consultants who are preparing for a new consulting role. You can learn to consider important questions which helps the Consulting Partner to decide on a project approach that works.

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Salesforce Discovery 101

How Salesforce Experts Execute Discoveries to set Projects up for Success

Discovery is probably the most critical part of any project because it helps drive the project requirements and sets the stage for the success of the outcome of the project. Pei uses her vast experience to drill down into how to perform discovery for a project and even goes beyond discovery to show how successful requirements gathering affects every other phase of the project.

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Must read: NEW

Successful Salesforce Projects 101

The Client's Guide to Stress-Free Implementation

"Pei’s style is refreshingly approachable and straightforward, almost like a story that makes every step easy to follow. She even breaks down jargon so that anyone, regardless of experience, can keep up. I’d recommend this book to anyone in the Salesforce ecosystem—whether you’re new and want a full view of what to expect or you’re a client looking to ensure smooth CRM implementation, there’s a takeaway here for everyone."
- Anita Jones, Salesforce Scrum Master & Business Analyst

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Get FREE chapters from Salesforce Discovery 101

Statement of Work

Primer for Salesforce Partners

Take the first step towards mastering the art of writing Statements of Work! 

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Sales to Delivery Handover

Primer for Salesforce Partners

Empower your team with the keys to a seamless Sales to Delivery handover!

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