Elements is designed to help you deliver more value to your clients – for free. Elements has been engineered so you can work with your customers using Elements with no financial barriers. We believe this is a compelling proposition:
- Elements allows you to create and share information with your clients, collaboratively develop process content and even manage content on their behalf in a managed service model.
- Clients who could benefit from consulting support will turn to the Partner Program to find resources.
- Earn a ongoing referral commission when customers upgrade to Pro and Enterprise features
How we (and you) do you make money?
We have more advanced Pro and Enterprise capabilities some process mature clients may decide to upgrade to leverage the power of the process knowledge content. As Partners, you can share in the annuity revenue for those clients who decide to upgrade. For other clients, you can work with the free offering to deliver everything they will ever need.
Some jump straight to designing the technical solution. Clout’s primary focus is on business outcomes. That’s why we use Elements to capture the key business processes up front. It is simple to use and very powerful and most importantly we can collaborate in real time on developing process maps with our customer. Elements has given us the ability to build out a library of standard business processes which we use to build the solution map for each client. The maps are not just part of the design process, they form a key part of the project documentation and are invaluable for UAT and training. Using Elements is productive, supports better business outcomes, and delivers reusable process knowledge. I am a big fan.
Kieran Carrick, CEO, CLOUT Partners
Work with each client in a secure work Space – with a single sign-on
The Elements Spaces sharing model allows your extended project team – your PS teams, your consulting partners, client business users, IT & compliance – to securely access and collaborate on a single view of their operational processes. Create a Space for each client project, copy in template content, customize and get going. Run the Space for your client and then hand-over admin and ownership to them if and when it makes sense. Complete security combined with complete flexibility. And, yes, this is all part of the free offering.
Map your IP and methodology to win work and deliver more profitable projects
Create pre-built process maps of your areas of expertise to demonstrate your capabilities and win work. Capture your implementation methodology as a map with links to supporting content so your team hits the ground running.
We’ve used this notation and hierarchical approach over the last 20 years in well over 100 clients. They are always amazed how this approach clarifies their processes and gets everyone on the same page.
Johnny Allen, Principal Consultant, Calvaria
Added value to Salesforce implementations
Install the free Integration with Salesforce package and enable all your client’s Salesforce users to access process diagrams inside Salesforce with single sign-on. Set up a tab with shortcuts to specific process diagrams. Embed process diagrams within standard and custom objects. It is available in Classic and Lightning for Salesforce Enterprise Orgs. And this is free too!!
With the Pro level of the Integration with Salesforce package you can use Elements Salesforce Config Manager to document an Org by linking customizations (e.g. VFPages, Apex triggers, custom objects) to process steps. You can then keep track of the impact of changes. This is invaluable as you help your clients configure and then continue to improve and upgrade their Salesforce implementation.
Salesforce Config Manager helps clients answer 2 questions:
- If I change my operational processes what customizations do I need to update in Salesforce?
- If I update any customizations (i.e. migrate to Lightning) what processes are impacted?
We have completed over 130 Salesforce implementations and every single one has started with a workshop to map out the key processes, identify today’s issues and agree how best to use Salesforce to streamline and simplify the processes. We call it Process Led Implementation which is the best way to ensure a successful project that really delivers for the business.
Mike McKintyre MBE, Director, Xenogenix