Our Salesforce Consultants can help with implementation
Consulting
Using Salesforce correctly is the key to unlocking its full potential, and it all starts with the right implementation. We work closely with your stakeholders to design a customised solution that fits your specific needs.
Upon conducting a comprehensive analysis of your business procedures, our team will determine the optimal technology solutions to address your concerns. Our services extend beyond simply providing specialised knowledge in streamlining your Salesforce system. We collaborate with you to enhance your existing workflows and recommend potential automation to increase productivity and efficiency.
Transformation is simplified thanks to our proven process, which includes six key elements below.
Scoping Workshops
The first step is to hold a series of scoping workshops to identify your business requirements, pain points, and desired outcomes. Our consultant will work with key stakeholders to understand your existing processes, data, and systems.
System Design
We will design your system by defining the data model, designing custom objects, fields, and relationships, and configuring the platform to automate business processes.
System Development
Customising the platform and code while working closely with you to ensure the system meets quality standards. The process can involve customising the platform using declarative tools like Process Builder, Flows, and Lightning App Builder.
User Acceptance Testing
We will test the system thoroughly. This involves performing functional and regression testing to ensure the system is bug-free.
Training
We will train all users after the system is tested and approved. From how to use the system to a process to enter data, run reports, and perform other common tasks, we explain best practices for using the system effectively.
Deployment
Our team will deploy the system to your production environment, inclusive of migrating the data from existing systems, configuring settings, and performing any final testing.