Step 1: Discovery
Our consultants need to know everything we can about you and your business. For us, this is the bread and butter of a high quality Salesforce® implementation.
These will take place over a remote conference call or we’ll come and visit you at your workplace to get to know your requirements better.
After this conversation, we’ll provide our proposal where we’ll outline our ideas, delivery estimates and budget summaries.
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Step 2: Design and build
At this stage, our consultants and developers will come together to begin designing and building your customised Salesforce® platform.
Step 3: Testing
At this point, we want to hear from you.
You’ll have the opportunity to review our build and make any necessary changes before your Salesforce® platform goes live.
It’s also a chance for you to check your Salesforce® platform is aligning with the objectives laid out in the initial discovery. It’s important to get it right.
Step 4: Migrating your data
We’ll then help you transfer your existing data into your new Salesforce® platform as smoothly as possible.
Step 5: User training and time to go live
Before your Salesforce® platform goes live, we’ll provide overview training workshops for you and your team.
After that, your new Salesforce® platform is all ready to go. Time to go live!