In the beginning, we analyze your business needs thoroughly. We identify the main goals Salesforce should help with, such as improving sales efficiency, shortening sales cycles, or understanding your customers better.
Next, we create a strategy to use Salesforce effectively for achieving those goals. We consider any customization or integration required to make sure the solution fits your needs perfectly.
We also plan the implementation process carefully, making sure each step is completed on time and within the budget. Our aim is to provide a smooth implementation experience that meets your expectations.
There are two ways to customize our Salesforce solutions, each with different levels of complexity and cost:
Configuration: This involves using simple tools within Salesforce to modify its default capabilities. We can customize the platform to meet your needs by leveraging its built-in features. Configuration is a straightforward and cost-effective option.
Customization: If you require more extensive changes to align Salesforce with your specific business goals, customization is the solution. It involves development work using Apex code to tailor the platform further. Customization offers greater flexibility but may be more complex and costly.
By understanding your business requirements, we can determine whether configuration or customization is the best approach to ensure your Salesforce solution meets your objectives.
We help your Salesforce system work smoothly with other software. We connect Salesforce with different tools like ERP, ecommerce platforms, and document management systems. This makes it easy for data to flow between systems and gives you a clear view of your business. Our integration services keep your data in sync and provide real-time access to important information. This improves your business operations and helps you make better decisions.
Our migration services help move your data to Salesforce smoothly, without any loss or disruption.
First, we analyze and organize your existing data to understand its structure and format. This prepares us for a seamless migration.
To maintain data quality, we create rules to identify and resolve duplicates and inconsistencies.
Our aim is to make the migration process efficient and hassle-free, ensuring the integrity and accuracy of your valuable data.
After creating a customized solution using Salesforce, we test it thoroughly in a dedicated environment. Then, we move to the User Acceptance Testing (UAT) phase, where the customer’s representatives actively participate in testing the solution to ensure it meets their needs.
Once the customer approves the project, our team launches the Salesforce solution in the production environment, making it available for the customer’s employees to use.
We have 20 years of Salesforce experience, an inherent love of color-coded schedules, and a passion to do what’s right for our customers. Only one of us has a British accent. Whether you’re looking to implement Salesforce, customize an existing deployment, or expand your use into the far reaches of what’s possible, we’re here to help.
Connect with an expert who can share more about our solutions and answer any questions you have.
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