The Best Practices For Salesforce Implementation

Salesforce

02
Dec 2021

1028 Views 4 Minute Read

the best practices for salesforce implementation

When implementing Salesforce projects, working as partners is of central importance to us. We engage in an intensive exchange right from the start, and the analysis and scoping of the project are essential pillars. However, through regular coordination, we remain agile in the project and can therefore set the course at any time.

Table of Content:

- Implementation of the Salesforce Sales Cloud or Service Cloud

- Implementation of the Salesforce Marketing Cloud

- Implementation of Salesforce Pardot

- From planning to Implementation

- Salesforce Set-Up & Configuration

- Conclusion

Implementation of the Salesforce Sales Cloud or Service Cloud

When implementing your Salesforce Sales or Service Cloud, we rely on the experience of our solution consultants. In dialogue with you, we define your goals and the target image of your future sales and service processes. As a rule, this phase is organized in workshops. The result is then a scoping for the respective project phase.

It is essential to receive a high level of support in your company, so we ask a lot of questions at the beginning and talk to various stakeholders. Since we use the Salesforce Sales Cloud as a sales system, we speak from our own experience and conviction.

Implementation of the Salesforce Marketing Cloud

To take your marketing to a new level, we implement the Salesforce Marketing Cloud for your company. The Salesforce Marketing Cloud enables you to have an impressive and inspiring interaction with your customers and prospects. You can set up and automate comprehensive, personalized communication from the E-Mail Studio to the Social Studio to the Mobile Studio and Journey Builder.

We advise you in all implementation steps and are a reliable partner through daily operational use of the Marketing Cloud for our customers.

Implementation of Salesforce Pardot

Do you want to get more out of your Salesforce Sales Cloud? Are you looking for new customers? Then implementing Salesforce Pardot is the right decision for you. With Salesforce Pardot, you can qualify your website's traffic and thus use rules to perform scoring. You can then send automated campaigns via Pardot's Engagement Studio and link them to your sales process.

From Planning to Implementation

We Build CRM Systems that Your Employees will Love

We live the Salesforce culture and Salesforce Implementation the right cloud solution for you. Whether for sales, service or marketing - Salesforce always has a tailored product ready. We implement single-cloud and multi-cloud solutions with a deep technical understanding of the platform and experience across all functional offers.

We always take people and their processes into account, and an investment in people and processes should accompany investment in technology. For this reason, our implementation services are combined with targeted stakeholder interviews and extensive user training.

Self-image

In addition to the standard platform functions, our solutions also consider additional application extensions such as Salesforce CPQ, Einstein Analytics and Outlook integration. Our own degree of innovation and our deep understanding of the Salesforce ecosystem set us apart from others and enable us to develop networked systems that seamlessly align your operations with the digital age.

Flexible & Consistent

We believe in agility. We believe in the waterfall. And we believe in hybrid project management. But first and foremost, we believe in what suits our customers best. We have carried out many cloud projects and continuously refined the delivery process. This combines quality and speed, and in doing so, it ensures that your users receive useful functions at an acceptable pace.

Salesforce Set-Up & Configuration

Our certified developers adapt the Salesforce application to your company-specific requirements so that the platform optimally supports your business processes. We configure your Salesforce solution precisely according to your needs, implement the required modules and develop tailor-made interfaces. We check the existing data to be integrated into your Salesforce solutions, duplicates are removed and irrelevant data is filtered.

To ensure that the project is completed within a reasonable time and budget, we only implement the features that your company needs. So, your employees are not overwhelmed with extra features. We document the CRM adaptation and configuration based on your requirements and in the form of use cases or user stories. In addition to the technical specification, you will then receive a detailed implementation offer with an implementation schedule.

Implementation of the Configuration Work

We first implement the requirements based on the essential functions of Salesforce and present them to you in a webinar or on-site.

Implementation of the Development Work

The development work is discussed in detail, implemented in the sandbox (test system), and presented for acceptance.

Data and Integrations

Data migrations or data synchronization can sometimes be very complex. Together with you and the partner of the system to be integrated, these are initially set up in a test environment to carry out integration tests and let the specialist users test them in peace. If the test is successful, it is implemented in the productive system.

UAT – User Acceptance Tests

We port all development and integration work to the productive system, import test data and test scenarios so that trained key users can put the new application through its paces. In advance, the key users receive extensive training in operation and handling.

Steering Committee

In regular project meetings, we inform everyone involved about the work status, steps, and possible further measures.

Conclusion

When you contact us for the implementation of Salesforce Marketing Cloud for your company, we are ready to assist you in taking your marketing to the next level. The Salesforce Marketing Cloud enables you to have an impressive and inspiring interaction with your customers and prospects.

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