Salesforce Implementation Services

Salesforce Consulting

In the initial stage of our Salesforce Implementation Services, we lay a robust foundation through meticulous Salesforce Consulting. This stage is the cornerstone, where we align your business objectives with the Salesforce functionalities, ensuring a visionary and grounded roadmap.

We initiate this stage with a Salesforce Health Check, a deep dive into your existing system to identify areas that require attention, setting the stage for a Salesforce environment that is both healthy and robust. Following this, we Define the Stakeholders, pinpointing the key players to foster a collaborative environment that resonates with your business objectives.

As we move forward, we Define High-Level Goals, encouraging you to envision the zenith of success and outlining ambitious yet achievable goals. The subsequent steps involve Gathering and Prioritizing Requirements. In this meticulous process, we understand the nuances of your business to tailor the Salesforce platform to be the perfect fit for your organization, ensuring a systematic and phased approach.

The final lap in this stage is to Plan the Implementation Process, crafting a strategy that is not just about implementation but about fostering growth, innovation, and long-term success. We bring to the table a strategy that promises implementation and a pathway to achieving your business goals efficiently and timely.

Customization and Configuration

This stage is where our Salesforce experts craft a Salesforce instance that mirrors your high-level goals defined in the consulting stage.

We delve into the granular details, creating custom fields that resonate with your business lexicon, configuring the user interface to offer an intuitive user experience, and customizing objects that represent your data logically and efficiently. It is here that we set up workflows, the arteries of your Salesforce ecosystem, ensuring a seamless flow of information that is both intuitive and efficient.

But this stage is more than just technical finesse; it is about aligning the Salesforce platform's capabilities precisely with your business aspirations, ensuring that every click your team makes is a step towards efficiency and productivity.

Integration

As we progress, the next pivotal stage in the Salesforce Implementation Process is Integration. This stage is a testament to the versatility and expansive connectivity of the Salesforce platform. This stage is characterized by the seamless integration of the Salesforce platform with a myriad of third-party applications, including, but not limited to, ERP systems, eCommerce platforms, Yardi, SharePoint, and more, creating a cohesive and interconnected ecosystem that facilitates a seamless flow of data across integrated applications.

In this endeavor, we leverage the robust capabilities of tools such as MuleSoft, a leader in the integration sphere, to ensure a seamless and efficient integration process. Our experts work meticulously to identify the best integration points, creating a network where data flows naturally and securely, offering you a unified view of all the vital information at your fingertips.

Data Transfer from Old CRM

As we advance in our Salesforce implementation journey, we reach a critical juncture, the stage of Data Transfer from Old CRM to New Salesforce Instance. This stage is characterized by a transfer process, where we ensure a seamless migration of your valuable data from your existing CRM system to your new Salesforce instance, promising no downtime and no data loss.

The process initiates with the structuring of legacy data, where we define instance and duplicate rules to maintain the integrity and quality of your data. Our experts delve deep into the existing data, identifying and eliminating redundant data and ensuring that what moves to the new system is valuable, clean, and organized.

User Training and Documentation

This stage is designed to empower your team, transforming them into Salesforce maestros adept at leveraging the system-defined and customized features to their fullest potential, thereby skyrocketing employee productivity.

Imagine a scenario where everyone in your organization is not just familiar with the Salesforce platform but can proficiently navigate the rich landscape of features easily and confidently. This is precisely what our Salesforce Implementation Services aim to achieve at this stage. Through a meticulously crafted training program encompassing a rich array of instructional methods, we ensure that your team is equipped with the knowledge and skills to use Salesforce effectively and efficiently every day.

To complement this training, we provide comprehensive documentation, a rich resource that serves as a roadmap, guiding users in navigating the Salesforce landscape with ease, and a tool that stands as a beacon, helping them resolve queries and overcome challenges efficiently.

Launch

During this phase, Salesforce developers create a custom Salesforce solution in a controlled environment, either staging or development, to ensure the solution is built precisely and meets all the specified requirements. This environment allows for a thorough assessment and adjustments before introducing the solution to a broader audience.

Following the development, the solution undergoes a rigorous testing process by QA engineers. This testing encompasses various methodologies, including regression testing, compatibility testing, and usability testing to ensure the solution is robust and ready for deployment. This process ensures that every aspect of the solution is scrutinized, guaranteeing a product that is not just functional but excels in every parameter, ready to offer an unparalleled user experience.

Once the solution has proven reliable and efficient, it is migrated to the UAT (User Acceptance Testing) environment, a collaborative space where you, our esteemed client, experience the solution firsthand. Here, you can explore the solution to ensure it aligns seamlessly with your expectations and is ready to meet real-world challenges head-on.

Upon receiving the green light from the client, indicating satisfaction and readiness, the solution is then migrated to the production environment.

After Launch Support

During the final stage of Salesforce Implementation Services, we concentrate on fine-tuning the features based on real-time feedback and the evolving needs of your business. It's a dynamic process where we work diligently to enhance functionalities, ensuring that the Salesforce platform remains a potent tool in your business arsenal.

But our support extends beyond mere adjustments; it encompasses a range of services to foster a higher user adoption rate. We stand by to resolve any Salesforce-related issues promptly, ensuring a smooth and efficient operational flow, minimizing disruptions, and maintaining a high level of user satisfaction.

Moreover, we keep you informed with regular release notes detailing the latest updates and improvements, helping you leverage the new features to your advantage.