Step 2 – Implementation
During development, many pain points were addressed that had existed for years. No more antiquated report distribution with CSVs, and data quality checks were immediately put in place that remedied no rules data entry that was the cause of inaccurate data over the course of 2 decades. For the first time, day to day repetitive tasks were replaced with automated processes. No longer did users have to manually send an email updating their sales rep of a key date change.
In parallel with development, an ongoing data quality exercise took place. Evaluating a data set that began in 1998 where no validation rules were put in place required a deep understanding of the previous system and how to remedy it in a way that would continue within Salesforce going forward.
The initial Go-Live was deployed to over 300 users in the course of a week. During this time, we onboarded support, sales, customer service, and marketing. With months of preparation, users were able to smoothly make the switch to their new Salesforce platform.