SALESFORCE IMPLEMENTATION

METHODOLOGY & SERVICES OVERVIEW

Salesforce is the world’s leading CRM platform. Smartbridge can help you transform and modernize your business to keep up with the ever-changing digital landscape. Whether you are focused on sales, service, or both – our experienced Salesforce implementation team can take your workplace productivity to the next level.

Salesforce can empower and unify your workforce to operate faster and smarter. It includes a suite of intelligent automation platforms that can help provide your employees more time to focus on your customer. You will also be able to gain insight and guidance into your company with easily accessible reports and dashboard functionality from Salesforce.com (SFDC).

Achieving a successful Salesforce implementation requires industry experience, deep knowledge of the platform, and acute business strategy insight that Smartbridge can provide.

salesforce implementation

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WHAT DOES IT TAKE TO IMPLEMENT SALESFORCE?

Not all implementations are the same. That is why we recommend Assessment/Discovery as a mandatory phase for any new implementation project. This phase will help the project team uncover answers for some of the important questions.

  • What are the primary business processes being considered to be enabled or improved through Salesforce?

  • How can you take advantage of Salesforce automation to optimize existing business processes?

  • Will standard Salesforce features meet all business requirements? Or will customizations be needed?

  • What is the volume and structure of legacy data that needs to be migrated over to Salesforce?

  • Is there a need to integrate Salesforce with other enterprise systems?

Defining the complexity of the Salesforce implementation depends on uncovering the above questions and more.

A pre-implementation discovery typically takes 1 to 3 weeks depending on the size of the project and provides valuable inputs for project planning both from an effort and cost estimation perspective. Smartbridge will conduct a series of workshops/interviews to help answer these questions and take advantage of our project complexity framework to determine the right implementation for your business needs. The project complexity framework focuses on 6 main areas to estimate the complexity of a project:

Security/User Management

Automation

User Interface

Data Structure

Integration

Training and Change Management

THE SMARTBRIDGE SALEFORCE IMPLEMENTATION METHODOLOGY

Smartbridge uses a well-defined methodology for Salesforce implementation and development projects. During preparation for implementation, we work closely with you to fine tune/update parts of the methodology based on your project size, needs, and preferences.

ASSESS

  • Discovery workshops

  • Determine project type & complexity

  • Idenitfy budget and resource needs

  • Prepare project kickoff

  • Assist with project team onboarding

PLAN & ARCHITECT

  • Create project management plan and baseline schedule

  • Set up environments

  • Establish development standards and guidelines

  • Conduct design workshops

  • Develop architecture

  • Develop prototype configuration

DEVELOP

  • Plan sprints

  • Build and configure solution

  • Develop custom code, automation

  • Conduct unit testing

  • Develop change management plan & training material

VALIDATE

  • Conduct end-to-end testing

  • Support UAT

  • Develop deployment plan

  • Develop data migration plan

DEPLOY

  • Support user training

  • Create change set, deploy the solution

  • Migrate data

  • Conduct project retrospective/lessons learned

SMARTBRIDGE METHODOLOGY

Smartbridge uses a well-defined methodology for Salesforce implementation and development projects. During preparation for implementation, we work closely with you to fine tune/update parts of the methodology based on your project size, needs, and preferences.

ASSESS

  • Discovery workshops

  • Determine project type & complexity

  • Idenitfy budget and resource needs

  • Prepare project kickoff

  • Assist with project team onboarding

PLAN & ARCHITECT

  • Create project management plan and baseline schedule

  • Set up environments

  • Establish development standards and guidelines

  • Conduct design workshops

  • Develop architecture

  • Develop prototype configuration

DEVELOP

  • Plan sprints

  • Build and configure solution

  • Develop custom code, automation

  • Conduct unit testing

  • Develop change management plan & training material

VALIDATE

  • Conduct end-to-end testing

  • Support UAT

  • Develop deployment plan

  • Develop data migration plan

DEPLOY

  • Support user training

  • Create change set, deploy the solution

  • Migrate data

  • Conduct project retrospective/lessons learned

Case study - Salesforce Implementation

Global Medical Device Manufacturer
Full CRM Implementation

The client was operating on SalesLogix, a custom CRM application that had been in use for nearly 20 years. If you can imagine, it would be trying to upgrade a 1927 Ford Model T to a 2019 Ford Mustang. They strive for the same purpose, but the way you achieve success and the tools you use to do it are drastically different.
Read More >>

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