Deploying Salesforce is a major step for any business…
Full attention to why you are doing this and to your business processes, ensures successful adoption of Salesforce.
You’ve decided to invest in the power of the Salesforce CRM platform. Use the power of an experienced team to set you up right.
We start by learning your why, what, and how.
- Why are you doing this project?
- What will Salesforce do for your business?
- How do you currently run those processes?
- How might Salesforce enhance your results and streamline the processes?
We craft, validate, and deploy a solution.
We put together a road map with you, making sure to address your current needs We start with end in mind and then build the route to get there, not only how to do so technically, but how to ensure users will use and benefit from this journey.
- Key project people
- You validate the plan
- Your goals
- Your objectives
- Current business processes
- Future business processes
- People impacted
- Other data systems
- You validate our understanding of your requirements
- High-level solution design document
- High-level technical design document You validate design
- We configure your org
- Integrations are built
- Data is prepared
- Imports are tested
- You validate build
- You test build
- You test integration
- You test user experience
- You validate readiness for deployment
- Final build is moved to production
- Data is loaded
- Integrations are finalized
- Users are trained
- Admin(s) are trained
- You validate that goals and objectives are met.