Salesforce® - Implementation
It's a very exciting moment. You've reached the outstanding decision to use Salesforce®. Congratulations! You've picked the gold-standard. So now what? How many times has your team implemented Salesforce? akaCRM professionals have implemented a huge number of Salesforce Sales Cloud®, Service Cloud®, Force.com® and Community Cloud® projects since 2003. We've learned the lessons that will ensure your deployment is a success. Don't have a failed start. It's more affordable than you might think to have your implementation professionally managed. Complete the from on the right to schedule your free scope call and find out how much it will cost and how long it will take.
First, we should mention the best CRM solution deployed poorly is a poor solution. During our initial conversations, your akaCRM advisor will ask questions to understand your high-level needs. Depending on the results of this conversation, the following process steps may be utilized in your project.
Before you begin your deployment, have a plan. You wouldn't build a house without a set of blueprints, so why deploy your Salesforce project without a plan? Don't lose credibility as a result of a failed implementation. Let akaCRM design plans for implementation, training, communication and roll-out to improve your results. We provide requirement specifications, mapping of existing business processes, and gap analysis assessments where applicable.
We work hard to understand what problems our clients are trying to solve and create measurement systems to ensure expectations are met.
Configuration & Review
akaCRM was built on the principle that you shouldn't pay for our learning curve. With that in mind, we have staffed our team with EXPERIENCED salesforce.com specialists with years of experience deploying Salesforce. In most cases, configuration is done remotely from our offices. We will hold review sessions based on the size and scope of your project so that we may review with you the interim progress and ensure that we stay in alignment with your expectations.
What system would be complete without data. In our experience, our clients' data resides in many places: Outlook, Excel, ERP systems, personal contact managers, etc. To ensure your team is off to a running start, we can help you make the decision on what data to migrate to Salesforce and get the data moved. We believe that for your team to be the most effective, they should spend minimal time re-entering data. Training becomes most effective when your team trains on a system which has been configured specifically for your organization and has been pre-loaded with your company's data.
Information in your various enterprise systems becomes many times more valuable when systems are integrated. akaCRM will work with you to design and manage any necessary integrations. There are a number of out-of-the-box integrations for entry level solutions like Quickbooks and custom solutions for connecting your Salesforce applications to data warehouses, ERP systems, accounting solutions and other enterprise databases.
Not only do companies need training on the initial deployment, but periodic feature training is recommended. Salesforce provides approximately three major releases a year, each of which have hundreds of features. You've already paid for the application and platform. Let akaCRM improve your results by helping you keep your edge. Contact us to learn about flexible training options including live virtual (web-based) video training and class-room training.