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Salesforce Consulting Process We Follow
Step 1: Understanding Your Business
Analysis Of Current Processes
Our certified Salesforce Consultants conduct a comprehensive analysis of your current processes using discovery and GAP analysis methods. By identifying the strengths of your legacy system or any existing implementation, we ensure these elements are effectively integrated into the new version to boost performance.
Deep Dive Into The Challenges
The next step is to dive into the core challenges your team is facing. Our team identifies areas for improvement in your current systems and business processes. By recognizing larger issues and breaking them down into smaller, more manageable parts, we recommend the appropriate solutions, tools, and processes that facilitate seamless collaboration across systems.
Alignment of Salesforce Product
Once we've analyzed your legacy systems or current Salesforce products (for existing users), we develop a strategic roadmap that aligns with both your business objectives and future needs.
Step 2: Roadmap For Success
Salesforce Org Check (for existing Salesforce customers)
If you're already using Salesforce, our team performs a comprehensive health check of your Salesforce Org. We evaluate system configurations, data quality, and process efficiencies to ensure they align with your business objectives. This crucial assessment helps shape the roadmap for your new implementation.
Creating A High-Level Architecture
In this phase, we create a high-level architecture document that outlines the Salesforce products to be implemented, the necessary number of licenses, and how each system will interact both internally and externally. This foundational blueprint serves as a guide to enhance key processes throughout the development phase.
Step 3: Project Kick-Offs
Connecting You With Salesforce (For New Customers)
We will determine the types and quantities of Salesforce licenses needed for your new implementation and the optimization of your existing CRM setup, assisting you in acquiring them to ensure a seamless onboarding experience.
Start the Implementation or Customization
This isn't just the final step. At this stage, we begin the implementation and customization of your Salesforce platform, following the agreed-upon roadmap and architected solution to ensure CRM success.
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