Salesforce Implementation

Information Gathering

To understand your needs, we utilise your provided documents or flowcharts. We also send a questionnaire to you, and conduct a MoSCoW Analysis to prioritise your requirements. This allows us to create a high-level plan and to provide preliminary timelines and cost estimates.

Workshop

Your Salesforce consultant will conduct a workshop. This will preferably be in person, but for smaller projects it can be done via remote screen meetings. At the workshop we will work through your system requirements one by one and gather the information we need to produce a system design.

Design Specification

We create and share a detailed design specification based on your requirements from the workshop. The system design enables us to accurately assess the effort and complexity, firming up our initial estimate. This document serves as a blueprint, guiding the development process to ensure all your needs are met effectively.

Build

Our consultants and developers build your new Salesforce system according to the system design. Regular progress updates and reviews are conducted to keep you informed and involved, ensuring the final product meets your expectations and business needs includes your feedback throughout the process.

Testing & Implementation

Our developers and consultants rigorously test the system to ensure functionality and performance. After our User Acceptance Testing (UAT), we hand it over to your team for final verification, ensuring it meets your expectations and requirements.

We can provide templates to prepare your data for migration if this is required.

Training

We provide comprehensive training for your users and internal administrators. Users are trained to be effective from day one. Meanwhile, administrators are equipped with the skills to manage, maintain, and troubleshoot the system efficiently, ensuring long-term success and smooth operation.

Post-Training

After training, we establish a comprehensive support plan to ensure you thrive with your new CRM system. We also collaborate with you to plan future phases, enhancing and expanding the system as needed. We hope you’ll consider providing a reference and case study to showcase the success of your project.