Logo WF SOLUTION
Services

SALESFORCE IMPLEMENTATION

End-to-end Salesforce implementation services guiding your organization through every deployment phase. Our comprehensive approach includes discovery, strategy, custom configuration, data migration, integration, user training, and post-launch support for successful transition.

Salesforce Implementation Icon

What is included in the service?

Many businesses face significant challenges when implementing a new CRM system like Salesforce, often leading to:

  • Project Delays & Cost Overruns: Unforeseen complexities and scope creep can lead to projects exceeding timelines and budgets.
  • Low User Adoption: Resistance from employees due to inadequate training, complex interfaces, or a lack of understanding of the system's benefits.
  • Misaligned with Business Goals: Implementations that don't fully address specific business processes or strategic objectives.
  • Data Migration Issues: Challenges with data quality, cleansing, and secure transfer from legacy systems.
  • Integration Complexities: Difficulty in seamlessly connecting Salesforce with existing enterprise applications.

What are the next steps?

  • Analysis and evaluation: Key actions: Conducting interviews with key personnel, analysing existing systems and processes, gathering requirements. Result: A detailed report with recommendations for Salesforce implementation and a plan for further actions.
  • Develop an implementation strategy and plan: Key actions: Defining implementation objectives, mapping out milestones and timelines, developing an adaptation strategy. Result: Approved implementation plan with detailed description of all stages and KPIs.
  • Salesforce adaptation and customisation: Key actions: Customise objects, fields, interfaces; create custom reports and dashboards; automate processes with Workflow, Process Builder and other tools. Result: A fully configured Salesforce system, ready to use.
  • Integration with other systems: Key actions: Identify required integrations, develop and customise APIs, test integrations. Result: An integrated system that enables data sharing between Salesforce and other applications.
  • Training and support: Key actions: Conduct training, produce training materials, provide technical support. Result: A team ready to work effectively with the system and make the most of its capabilities.
  • Optimisation and improvement: Key actions: Monitor system usage, analyse data, implement improvements and new features. Result: An efficient, optimised Salesforce system that evolves with the business.

What do you get?

  • Increase business efficiency: Key actions: Optimisation of business processes and automation of routine tasks. Result: Reduced cycle time and operational costs.
  • Flexibility and scalability: Key actions: Customising the system to adapt to business changes and expansion needs. Result: A system that easily scales and evolves with company growth.
  • Reduce implementation time: Key actions: Leveraging experienced consultants for efficient implementation. Result: Quick deployment with minimized risks and avoidance of common errors.
  • Expert support: Key actions: Providing access to specialized knowledge and expertise. Result: Maximized utilization of Salesforce capabilities and optimal system performance.