Salesforce Implementation Services

We collaborate with companies and organizations across a wide range of industries to conduct in-depth process analyses. Our approach involves identifying areas of concern, uncovering avenues for enhancement, and leveraging hidden competencies.

Our expertise in successful Salesforce deployment enables us to assess and refine processes in areas such as sales, marketing automation, e-commerce, and more.

We automate business processes, workflows and documents using Salesforce tools. We prepare companies for further development and growth by integrating data and building low-code solutions that facilitate the automation of repetitive activities. We identify and remove any obstacles to reduce task time and free up resources for future challenges.

Smooth and efficient data migration is essential for companies to transfer vital information from legacy systems to new platforms during the Salesforce implementation project. Our company provides migration services to ensure data transfer efficiency, security, and infrastructure alignment.

Our approach to change management includes meticulous planning, training of employees at all levels of the organization, and constant communication so that everyone involved easily adopts the new tool and the company achieves maximum benefits from the Salesforce implementation.

We offer training aimed at the adoption and onboarding of employees to familiarize them with the capabilities of the implemented Salesforce platform and show them how it works. In addition, we enable the acquisition of advanced knowledge tailored to the client’s specific business processes. The objective is to enhance the competencies of teams engaged in direct work with the Salesforce platform.

By partnering with a Salesforce expert, businesses can overcome the challenges associated with independent implementation. Our specialists in IT project management ensure a seamless Salesforce integration, from planning to resource allocation to progress monitoring. We oversee team coordination, schedule management, and risk identification to guarantee successful Salesforce implementation.

In Salesforce implementation, we utilize project-dependent approaches, encompassing Scrum as an agile methodology, enabling an agile and flexible approach to the project, as well as a waterfall approach.

We recommend using the Scrum framework and dividing the Salesforce implementation into short iterations called sprints, typically spanning from one to four weeks, which enables us to deliver functional components of the system on a regular basis. This approach ensures that the client receives a fully compliant solution, as they are involved in the entire project (from start to finish), continuously reviewing, coordinating, and providing new guidance as the Salesforce implementation project needs to change.

The objective of testing is to enhance the quality and efficiency of the system. We conduct tests at every stage of the project to ensure that the Salesforce platform functions properly after implementation. We perform SIT and UAT testing, regression testing, functional testing, non-functional testing, and more.

Meticulous testing also includes verification of the platform’s adaptation to the customer’s specific requirements, which eliminates potential errors and increases the project’s compliance with expectations.

We have extensive knowledge, skills, and experience with API, ESB, ETL, and many other integrations. We integrate Salesforce with accounting and invoicing systems, e-commerce, call centers, ERP, payment systems, and other applications.

Integrating systems as part of a Salesforce implementation eliminates communication barriers between different elements of your IT infrastructure and enables you to realize the full potential of the Salesforce platform by accessing data from different sources.

We provide audits of completed implementations, providing customers with information about the conformity to specifications and expectations. Our support is available throughout the process, including questions about the implementation and the need for an external expert assessment.

We assess the compliance of existing systems with Salesforce requirements and identify possible conflicts, checking functionality against written requirements, finding gaps and bugs in system performance, and determining the level of technical readiness for further platform development.

Salesforce provides tools to monitor and manage each stage of the sales process closely, thus improving the efficiency of your sales team’s efforts. The system allows users to build sales funnels and use Salesforce’s reporting and data analysis tools to support precise planning of activities and forecasting of future revenues.

Salesforce offers dedicated contract management tools that provide full control over the contract lifecycle, from creation and negotiation to renewal and monitoring of expiration dates.

This comprehensive solution enables sales departments to monitor and receive notifications about expiring contracts, conduct up-selling and cross-selling based on data, and seamlessly transfer documentation to Salesforce, facilitating paperless workflows.

Salesforce provides comprehensive planning, monitoring, and optimization tools for omnichannel marketing efforts. The platform enables precise segmentation of target groups to deliver personalized content and offers.

Salesforce Marketing includes email marketing campaigns, social media campaigns, and building advanced marketing funnels. Advanced analytical tools make it possible to see the results of campaigns and adjust strategies immediately.

The Service Cloud is an advanced contact center tool that provides service through omnichannel communication with customers through any channel they choose.

Service Cloud and Case Management make it easy to submit, track, and resolve service requests, and advanced routing lets you assign them to the right teams or agents, guaranteeing a quick and effective response to customer demands. Integrations with Voice Over IP (VoIP)/Call Center/CTI systems allow for telephone channel support, and Social Studio tools allow for customer support in social media channels.

Salesforce also offers a mobile application integrated into the platform. This application allows employees to manage customer relationships, access reports, and monitor performance metrics from any location. If the application’s design fails to meet the requirements of your organization, we offer customization services to ensure that the application conforms to your precise requirements.

Integration with Genesys Cloud CX CTI facilitates the provision of an efficient telephone channel to the Salesforce platform. This solution enhances the customer experience by leveraging contact center capabilities.

As a Genesys Cloud CX CTI partner, we will provide comprehensive guidance throughout the integration process, ensuring the delivery of effective solutions for your organization’s sales and service processes.

Salesforce CRM helps streamline business processes, improve customer relationships, and increase efficiency. With Salesforce, you can automate sales, marketing, and customer service workflows while gaining valuable insights through real-time reporting and analytics. It’s a scalable solution that grows with your business needs.

The timeline depends on the complexity of your requirements. A basic implementation may take a few weeks, while a more customized setup with integrations and automation can take several months. We assess your needs and provide a tailored implementation plan with clear milestones.

Costs vary based on factors such as the number of users, required features, customizations, and third-party integrations. There are licensing fees from Salesforce, and implementation costs for setup, training, and support. We provide a transparent cost estimate after assessing your business needs.

Yes, we provide comprehensive training to ensure your team can fully leverage Salesforce. Our training sessions cover basic navigation, customized workflows, automation, reporting, and best practices to maximize productivity. We also offer ongoing support as needed.

Yes, Salesforce integrates with a wide range of business applications, including ERP systems, marketing automation tools, accounting software, and more. We assess your current tech stack and ensure seamless integration for a smooth workflow across all platforms.