Salesforce for Midmarket

SALESFORCE QUICKSTARTS

SALESFORCE QUICKSTARTS

This offer is designed for small businesses that are implementing Salesforce Sales or Service clouds for the first time or for clients with limited budgets who want their Salesforce system configured to begin running their sales or service processes on it. We anticipate that upto 50 hours of our consultants’ time spread over 2 weeks is sufficient time for the Quickstart implementation and training.

Integrations with external systems, data migrations and appexchange product integrations or significant customizations are typically not part of the scope of a Quickstart project. We can discuss scope of your needs and add as appropriate to project timelines.

Value for you:

  • Getting up and running quickly on the Salesforce system
  • Turn on the basic ‘out of the box’ processes in Salesforce. For a Sales Cloud implementation for example, this includes managing Leads, Contacts, Opportunities, Accounts, Pipelines and Forecasts

What you get:

  • Orientation to Salesforce Capabilities
  • Requirements & Solution Design
  • Configure Standard Functionality
  • Key Processes Automated
  • Data Load for Day One Operations
  • User Training

SALESFORCE INITIATE

Initiate is our most popular offer. This offer is relevant for both new Salesforce customers who want to get their base implementation right and also those customers who would like to revisit their implementations to proactively manage growth.

Typical Initiate projects are 4-5 weeks in duration and are designed around one of Sales, Service, Communities or Custom Applications to be built in Salesforce. We design and implement businesses processes taking into account, not just what the organization looks like today, but the organization you aspire to grow into.

Value for you:

  • Best practices in Salesforce for Business Growth
  • Improvement opportunities in current Salesforce implementation

What you get:

  • Design of Processes within scope
  • Developed and tested solution
  • Key Integrations with third party systems
  • Migration of data from legacy CRM systems
  • Trained Users and Admin
SALESFORCE INITIATE
SALESFORCE SCALE

SALESFORCE SCALE

This offer is relevant to customers who are typically growing their investments in Salesforce and are looking to build out more than one process area or business function in Salesforce.

Our implementation methodology for such larger Salesforce implementations embraces the agile software development mindset. We organize the project typically into short sprints (of 3-4 weeks) with each sprint including a significant business function or process.

Value for you:

  • Process improvements and redesign where necessary
  • Focus on system adoption and project outcomes from Day One
  • Adherence to best practices for Salesforce development

What you get:

For each sprint,

  • Process Design
  • Developed and tested solution
  • Integrations & Migration of data from relevant systems
  • Trained Users and Admin
  • Feedback from users