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.
We go beyond implementing Salesforce Sales Cloud and work with your business to ensure the support, training, and visibility needed to ensure successful change management and adoption. We can help your business maximize the benefits from your investment in Salesforce solution.
Step 1 – Discovery
Before we start tailoring Salesforce Sales Cloud for your business, we take time to review your organization’s vision, pain points, goals, and priorities. Understanding the desired outcomes your organization looks to gain from Salesforce helps our team make key decisions during the setup process from the level of customizations needed to reporting requirements.
Step 2 – Build
Once we have gathered all requirements in step one, we start the Salesforce Sales Cloud implementation process. We have a collaborative approach to building applications with our customers, encouraging them to be involved throughout the build process, and suggest changes and improvements if necessary.
Step 3 – Data Migration
Once the Salesforce customization has been completed, we start migrating customer information from legacy systems. We understand the importance of transferring important customer data, and we work diligently to ensure accurate and complete data migration from one system to another.
Step 4 – Training
Once your custom Salesforce Sales Cloud solution 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 to fit your business needs. We also offer ongoing support through our managed services offering to help you get the most out of your investment in Salesforce.
Learn how Salesforce Sales Cloud can help you Close More Deals