Our services

Expert implementation of Salesforce CRM tailored to various industries for improved business performance.

Comprehensive Salesforce CRM Implementation Package

Discovery & Design

• Needs Assessment & Solution Architecture: Conduct interviews and workshops to define business requirements and create an architecture plan.

• Current System Analysis & Process Mapping: Assess current systems and processes, then design detailed process flows and user journeys.

• Stakeholder Alignment & Customization Plan: Align with stakeholders on objectives, and outline required customisations and integrations.

Develop & Deploy

• Configuration & Testing: Configure Salesforce and conduct unit, integration, and user acceptance testing.

• Customization & Deployment Planning: Develop custom objects, fields, workflows, and automation, followed by creating a detailed deployment plan.

• Data Migration & Performance Monitoring: Plan and execute data migration from legacy systems, and continuously monitor and adjust system performance.

• User & Admin Training: Conduct training sessions for end-users and system administrators, and provide comprehensive training materials.

• Post-Implementation Support: Offer support services to address any post-implementation issues and regularly update and maintain the Salesforce environment.

• Ongoing Learning: Offer continuous learning opportunities through webinars and workshops.

Training & Support