Salesforce Implementation Stages
We follow these steps meticulously during application development with Salesforce.
It all starts with an ice-breaker followed by an in-depth discussion about business needs. Our Salesforce experts would understand the objectives you are willing to achieve, the processes you are willing to streamline, the departments you want to focus on, the Salesforce product you are looking for, and the budget you are willing to allocate for Salesforce implementation
Once we are well-versed with your needs and preferences, we would find different ways in which we can help you fulfil your goals through Salesforce implementation. This is the stage where we create an actionable plan that serves as a blueprint for your implementation project. We set up an extensive project timeline with suitable milestones along the way to keep track of the progress.
After creating a robust action plan comes the most important part of your Salesforce implementation project. There are two major ways in which we help you implement the CRM platform – configuration and customization.
Salesforce configuration is the process of making changes to the standard capabilities of the platform using suitable point-and-click tools. On the other hand, Salesforce customization is a more technical development-oriented process that involves using the Apex code for tailoring the platform based on your requirements.
If you are willing to expand the functionality of Salesforce by integrating it with a suitable third-party platform, we help you with seamless Salesforce integration. This integration may involve combining the functionality of Salesforce with an ERP system, payment gateway, document management system, eCommerce platform, or any other service you deem necessary.
Once we have the CRM platform ready for you, we help you add your valuable data to the same. Whether you are migrating from a legacy platform or switching from another modern CRM platform, we help you move your data to Salesforce in an organized, secure, and private manner.
We make sure that the migration of your data is seamless without any data loss, corruption, system downtime, or any other impact on your business processes. Moreover, if you are migrating legacy data to Salesforce, our experts also help you structure and clean your data before it enters the Salesforce ecosystem.
When your Salesforce org is almost ready for the launch, our technical experts help you in assessing its quality and test it before going any further. This assures you of the performance of the CRM platform and its functionality before heading for the launch.
After all the tests are performed successfully, we would go ahead with the launch of your Salesforce org. This is the stage where the CRM platform finally goes live and is ready for the users.
As your Salesforce partner, Soft Innovas helps you get your employees trained before they start working on the newly implemented CRM platform. Especially if your team members are new to the world of cloud-based CRM solutions, our user adoption services would help them make a slow and sustainable shift to the tools and features offered by Salesforce.
Our Salesforce implementation services do not end once the platform is launched and the users are trained. Once your Salesforce org is live, we help you maintain it by providing you with regular updates, helping you troubleshoot problems, and resolving the issues you face during the first few months.
In today’s evolving world every organization wants to provide best class service to their customer for which they need to add more and more features in their platform. As Fortiori Tech we will be always ready to help you add new feature enhancements which will help you to grow your business.
Right from need discovery and roadmap design to prototyping and technical delivery assistance, we help you chart out the best strategy and design for implementing the CRM platform.