Salesforce Implementation
Optimum performance requires transparency, measurability and the ability to automate processes. Whether in sales, marketing or service, by implementing the suitable Salesforce clouds, companies benefit from centralised customer data, automated business processes, real-time analyses and much more. As an experienced Salesforce service provider, we support in all steps relating to CRM implementation.
Approach
Agile project process: sprint-based development, implementation and testing
Transparency: From project planning to project management and communication, everyone involved is always on the same page
Inception phase: Intensive requirements phase before the start of implementation for more precise cost estimates and project planning
Best practices: Template-based work and being able to reuse tried and tested methods reduces costs and gives you a head start
Mixed shore constellations: Adaptation of the team to the individual needs of the customer and the current project phase
Implementation & System Configuration
Salesforce CRM implementation without and with connection to an existing IT infrastructure
Stakeholder involvement: Involvement of all relevant stakeholders to ensure that all needs and requirements are taken into account
Change management: Measures for the acceptance and effective use of Salesforce within a company
Testing and quality assurance: extensive, iterative testing by the customer at an early stage of the project
Data Migration and Integration
- Migration of existing applications and data to Salesforce
- Updating interfaces and testing in iterative steps for optimum performance
- Demand-oriented data and system integration: manual data migration, tool-based processes, point-to-point (P2P), middleware / integration layer
- Integration expertise: wide range of integrated ERP systems from SAP to small individual systems
Custom Business Apps
- Extension of the Salesforce environment with user-friendly business apps, such as TourManager24 or a Salesforce-native double opt-in solution
- Development of custom apps based on Lightning Components, Apex classes and triggers as well as Visualforce for individual requirements
User Training
- User training: various models for training beginners and power users
Support & Operations
- Support: intensive assistance during and after go-live and subsequent hypercare phase
- Administration: different models (e.g. on-demand or per support contingent) for the ongoing support of existing Salesforce instances
- Optimization: recommendations for optimizing existing Salesforce instances, advice and support for extensions and adjustments
