Salesforce implementations
Implementing new services these days is usually a breeze. All it takes is for you to subscribe to a service and start using it. However, when it comes to rolling out CRM systems, it involves much more than just the ability to use the system’s basic features.
A successful implementation requires the system to be built for the organization’s unique needs. We recommend that at this point, you discard the “one size fits all” mentality.
Over the years, we’ve carried out hundreds of Salesforce implementations with a wide variety of clients, both big and small, so we’ve got a clear understanding of what you ought to consider during the implementation process.
We recommend starting from business objectives. It’s not advisable to try and fix everything all at once, but the goal should be ambitious enough – for example, increasing sales.
With our help, you’ll quickly get your hands on a system that supports your needs and helps you achieve your goals. We’re here to help you raise the bar because Salesforce is so much more than just a customer register to replace Excel spreadsheets. It’s the most versatile technology platform out there for growing and developing your business.
Why choose Salesforce?
Salesforce is the most versatile technology platform on the market, enabling an entire organization to gather around the same pool of information.
It’s completely scalable and fits the needs of small, medium, and large companies alike. And also their budgets.
It’s so much more than just a CRM system. Salesforce is a platform for all of a company’s needs, from sales and marketing to customer service and field service.
Implementing Salesforce consists of four phases: preparation, setup, testing, and deployment.
Preparation
In the preparation phase, we will go over the objectives of the implementation, as well as the customer’s current processes and operational models, which will form the basis for the implementation. The goal of the preparation phase is to clarify the steps that need to be taken to ensure the implementation is successfully completed.
Setup
We will craft a Salesforce environment just for you, tailored exactly to your desires. Since the lion’s share of Salesforce deployments are crafted with sales in mind, we are meticulously mapping out every single sales process your organization runs on into the system as part of the rollout.
Testing
At this point, we’re lifting our hands off the keyboard and letting you test all functionalities of the system. Together, we’ll ensure that your system operates precisely as intended and meets the goals set during the preparation phase.
Deployment
We’ll walk with you all the way to the final stop. We’re here to help ensure that the adoption rate of your new system skyrockets right from the get-go and doesn’t fizzle out after the initial excitement. We also offer you ideas for expanding Salesforce usage, as well as opportunities for incremental development of the system and ongoing support.
Frequently asked questions
Salesforce is a completely scalable platform that suits businesses of all sizes. It is a license-based product, with costs determined by the number of users and their specific needs. We serve customers ranging from tiny micro-enterprises with just a few employees to vast international corporations.
The majority of needs, such as the creation of new fields, modifying the data model, or changing the layout, can be achieved with simple point & click configurations. The same goes for creating automatic workflows, which can be done with so-called no-code tools without any coding. Also, code-level customizations are widely possible, but they are generally only needed for implementing more complex integrations. Updates do not affect configurations and customizations made with Salesforce’s own tools, which is an absolute strength of the Salesforce platform, in addition to its flexible development opportunities.
The implementation can cost just a few thousand euros at its cheapest, when the needs are simple or it’s a small business we’re talking about. Typically, though, we’re looking at projects exceeding 10,000 euros.
This often comes as a surprise, but implementing Salesforce doesn’t take that much time. If we’re talking about a simple implementation, you can have the system up and running in as little as a week. Typically, though, it takes about 1-2 months to roll it out.
It all depends on how much time you’re willing to devote to familiarizing yourself with the system and mastering all its functionalities. A skilled partner iknows the Salesforce platform in and out and will swiftly get you up to speed.
You could actually flip the question on its head. You’re probably considering switching systems because your current one hasn’t met the goals set for it, or it no longer serves your needs. Have you thought about how costly it is to keep such a system? And don’t worry, changing CRMs isn’t as expensive and troublesome as you think. Nor is it at all uncommon.
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Considering Salesforce? We can tell you what you should take into account.