Salesforce Implementation & Setup
Complete Salesforce implementation with custom configuration, data migration, and team training for maximum ROI.
Timeline
6-12 weeks
Team Size
3-5 specialists
ROI
300%+ within 12 months
Case Study: TechCorp Transformation
The Challenge
TechCorp, a growing SaaS company with 200+ employees, was struggling with fragmented customer data across multiple systems. Their sales team was spending 40% of their time on administrative tasks instead of selling.
Our Solution
- •Complete Salesforce Sales Cloud implementation with custom objects
- •Integration with existing marketing automation and support tools
- •Custom workflows and approval processes
- •Comprehensive team training and change management
Results
Our Implementation Process
Discovery & Planning
1-2 weeks
Requirements gathering, stakeholder interviews, and technical assessment
Configuration & Setup
2-4 weeks
Salesforce org setup, custom objects, fields, and initial workflows
Data Migration
1-2 weeks
Clean, transform, and migrate existing customer data
Integration & Testing
2-3 weeks
Connect third-party tools and comprehensive testing
Training & Go-Live
1-2 weeks
User training, documentation, and production deployment
Related Services
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