Salesforce Solutions

Salesforce Implementations

Beginning with the end in mind, we work with your team and executive sponsors from the initial stages to define and document the flow of processes in Salesforce. Our experience has taught us that too much, too soon is a hindrance to adoption, so we focus the first wave implementation on what can be successfully adopted. We work with key players in the organization to form the timeline in the SOW so that the database switch date and go live dates are on target from the beginning. By utilizing the standardized tools and processes we've developed for gathering requirements, we come to understand the needs of your end users and customers, the keys to any successful implementation. Early on, we help you define data maintenance responsibilities and data integrity processes, ensuring that all data is standardized, non-duplicated, present and consistent across systems and integrations.

Salesforce Quick Starts

Sales Cloud Quick Start

· Establish success criteria

· Configuration of leads, accounts, contacts, and opportunities

· Establish the lead qualification process in Salesforce

· Establish the opportunity sales process

· Create custom fields

· Create and train users on email communication templates

· Analytics (4 Custom Reports and 2 Dashboards)

· Training session with administrator and one group of users

· Dataload 4 spreadsheets of data, based on templates

Salesforce Training

Our post implementation planning provides real time support that focuses on the experiences and challenges of users and customers. From work style monitoring, interviews and surveys we are able to provide training, job aids, mentoring and in-application guidance and links. Our training consultants love getting to know users and tailoring training to their learning style.

Other Salesforce Customizations

• Creating Custom Apps

• Adding new processes, objects or integrations

• Making the switch to lightning

• Implementing Pardot lightning

• Integrating Salesforce Inbox with Office 365 or Gmail

• Implementing Sales Enablement Tools such as Outreach, Salesloft

• Implementing Service Cloud

• Installing App Exchange Apps