Looking to Implement Salesforce?
At RelationEdge, we focus on implementing technology solutions that are simple to use, but provide powerful information that will help drive your business.
Business Requirements Definition
We start by engaging with your team to determine what you are looking to accomplish with a technology solution so we can develop requirements that will specifically address those needs. This will include collaborative sessions with you and your staff to identify key points in your business process, as well as wasted or unnecessary steps. We will use this information to offer suggestions for improvement, define technology requirements and determine how to best adapt Salesforce to address your specific business processes, challenges and requirements.
Process Modeling & Development
Based on the defined requirements, we will immediately begin planning out a Salesforce architecture that aligns with your business needs. Our design considerations will include both user processes and automatic processes within Salesforce, as well as internal, legacy, or other third-party applications that will need to be integrated with the Salesforce platform. We will carefully plan for these integrations to maximize data flow efficiency and ensure we are providing a complete solution that will empower your business process. Read more about application integration.
Salesforce Configuration & Workflow
Once the requirements have been established, we will configure Salesforce, providing you with a custom engineered technology solution that will solve your biggest business challenges and improve sales results. This includes configuring standard Salesforce objects to best support the user process and capture data specific to your sales process. We can also create custom objects to facilitate better workflows and enable more detailed reporting.
This is an iterative process. Due to the flexible nature of Salesforce, we can easily make changes and adjustments based on your feedback until the platform fully meets your needs. Read more about Salesforce customization.
Reporting & Dashboards Creation
Part of the implementation process will include configuring reports and dashboards that expose the data you need to make the best possible decisions for your business. Common reports may include key performance indicator (KPI) metrics, sales forecasting and sales rep activity tracking. As with object configuration, deployment is flexible and we can accommodate any reporting needs you may have.
End-User Training & Ongoing Services
Following the implementation, we can schedule end-user training sessions—either remotely or at your office—to ensure a smooth transition and improved user adoption. We can also provide ongoing services and support to continually evolve the platform as needed to meet changing business requirements. Read more our ongoing services and support.