Sales Cloud gives you a comprehensive set of CRM features that help you increase productivity and efficiency so you can sell faster and close more deals. But before you can start closing deals, you need Salesforce customized and implemented for the unique needs of your business. Our Process for implementing Sales Cloud includes discovery, build, data migration, and training.

Step 1 – Discovery

Before we start configuring Salesforce, we take some time to review your organization’s vision, pain points, goals, and priorities. Knowing what your organization hopes to gain from Salesforce helps us make decisions during the setup process, such as what customizations to make and requirements for reports.

Step 2 – Build

Once we have gathered all requirements in step 1, we start the implementation process. We have a collaborative approach to building applications, allowing the customer to be involved throughout the build process, and suggest changes if necessary.

Step 3 – Data Migration

Once the customization has been completed, we start migrating customer information from legacy systems.

Step 4 – Training

When the system is built, the data is migrated, and tested, we move on to training the end-user and administrators to ensure strong user adoption. We have on-site and remote training options. We also offer Ongoing Support services to make you get the most out of your investment in Salesforce.