New Implementation
Getting started on Salesforce
When implementing Salesforce from scratch, it’s crucial to see the big picture. We lead with a discovery and design process, but develop iteratively.
Our expertise with Salesforce and legacy systems allows us to adeptly manage the technical side of the process and build a system that creates new efficiencies. We believe enabling better user experiences and business outcomes should be the driver of change. We employ a robust change management process to ensure your organization realizes the benefits and minimizes the pains.
Key implementation areas
Development
An iterative, short feedback-cycle implementation methodology ensures development and implementation of features that are tested and enhanced repeatedly before go-live.
Data migration
Data migration is not just about extracting, mapping, transforming, and loading. We look at data as part of living business processes, and ensure design, user experience, and historical data form a unified flow.
Integration
Enable continuous data flows between your new CRM and specialized systems, data warehouses and more. Facilitating the full data lifecycle is key to our approach.
Reporting
New data architectures and interfaces change how users access information. We dig into the underlying business need, to determine how to surface business insights.
Change management
Business change and user experience change are at the core of our projects, and we believe that active engagement is crucial to successful transformation.
Training
Workshops, webinars, videos, written documentation, internal champions and ongoing support are all part of ensuring a smooth rollout to your new system.
New Implementation
Financial services firm
CRM implementation
A financial services firm was looking to move away from a home-grown database solution. Thanks to the out of the box features and finserv capabilities of Salesforce, users were getting familiar with the system within 2 weeks and going live after 8 weeks.