Our Salesforce Development Process
We love Salesforce Consulting and Salesforce Development. Because of this, we've tried a lot of different processes to make implementation fun and painless. We can't wait to show you.
CRM Ahoy Process for Success
This is what we've found works best and shows ROI the quickest
WE HELP YOU SET PRAGMATIC GOALS
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.
WE GET TO KNOW YOUR DATA
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 ITERATE & TEST EACH CRM IMPLEMENTATION
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.
WE SETUP AND CUSTOMIZE SALESFORCE FOR YOUR NEEDS
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.
WE MAKE SURE ALL OF YOUR DATA IS IMPORTED
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 ENSURE YOUR SALESFORCE DEPLOYMENT IS A RESOUNDING SUCCESS
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.
WE MAKE SURE EVERYONE IS TRAINED IN SALESFORCE
“A Ferrari is no good if you don’t know to drive”. We begin training users even before Salesforce goes live. This gives sufficient time for your employees to wrap their heads around the application and ask questions. To do this, we offer personal on-site trainings and/or remote-assistance. We equip your employees with support guides, video tutorials and periodical support sessions.
WE OFFER AMAZING SALESFORCE SUPPORT
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.
O U R V I S I O N
To be the easiest to work with and customer focused Salesforce Consulting firm for SMBs, helping to implement Salesforce so you can see the ROI on your investment.