What is Salesforce implementation?
At this point we’ve identified that Salesforce is the right CRM for your business. Now we put it to work. This service is the customization and alignment of the software to your organizations business processes. In other words, we setup Salesforce to fit like a glove for your business. Demos look great until you try to do it yourself. It’s time to hire an award winning team of professionals.
We can migrate from other systems like Pipedrive, Insightly and FreshSales.
We can also support your implementation with Sales Cloud, Service Cloud, and Pardot marketing.
Why is implementation important?
Salesforce is pre-configured “out of the box” for a generic business. But we know your business isn’t generic! Salesforce is meant to be customized for your individual business. That’s what makes it so special and how it stands out from other solutions. We tailor this CRM specifically to your business makes it efficient and effective. No implementation is the same because no business is the same. See our blog and video on integrations.
How is it done?
Let us help you tap into the full potential of this CRM platform!
- We identify key goals and needs for your organization.
- We customize your new CRM environment using standard and custom functionality that best meets your needs.
- We clear any un-mapped functionality from view to prevent confusion and help users focus on the key parts of your business.
By studying your business we can align Salesforce to fit like a glove.