Our Salesforce Development Process

Salesforce implementation is an iterative process – meaning, it all doesn't happen at once. To make sure you get the best and fastest ROI, we identity your companies pain points and then present a measurable and realistic roadmap to address them. We work with you to ensure that all objectives align with your organization’s vision and are 100% achievable.

Data is the lifeline of a Salesforce implementation. You may have data in an existing CRM or in numerous spreadsheets. Regardless, we analyze your data to get deep insight of where you are today and where you want to go tomorrow. From there, we setup data sharing models, rules and roles. Finally, all the data is cleaned up, mapped, and loaded into the Salesforce system.

We follow the scrum approach - a flexible and comprehensive development strategy where everyone works as a unit to reach a common goal. This gets us off the ground with a smaller but solid set of functionality. This also allows the user to work effectively and pass on the feedback to us real-time. We then take all the feedback and refine/implement for a complete and functional CRM implementation.

Our setup in a nutshell: We determine security settings, customize applications as needed (fields, forms, layouts, etc.) and then generate reports that are meaningful and prove ROI. However, your organization’s needs are unique – that’s why we specialize in custom Salesforce solutions. While we strive to keep the initial implementation simple and use the “click-not-code” built-in configuration tools, sometimes you need custom programming and setup. This is not a problem.

As we said, data is the lifeline of a Salesforce implementation. Without it, your company is lost Thus, we test/validate/retest/revalidate that all data is mapped and imported exactly as you need.

We get your instance of Salesforce CRM ready for prime-time by creating and adding users, loading your data and training your people. We create excitement, set expectations and, as the deployment draws close, map out who will be trained and how they’ll be supported.

Your Salesforce application has to advance and grow in sync with your organizational needs. Our Salesforce support services can aid your organization to improve performance and attain increased ROI. We take the lead in ensuring your system is regularly updated to capitalize on the latest developments, further your organizational goals and give you a competitive advantage. We don’t implement and leave – we implement and help you grow.