Our comprehensive process begins with discovery. We take the time to become acquainted with the data needs of your organization, learn how each member of your team interfaces with that data, and determine your requirements and areas of focus.
During the design phase, we will incorporate all your requirements and data needs into a design plan, including mockups where applicable, for your review and approval before we move forward with development.
Configuration and Development
During configuration and development, we bring your vision to life. We work within your system architecture and organizational requirements to create custom content, interfaces, and reports to give you the optimal Salesforce experience.
The data migration phase breathes life into the framework created during configuration and development. We take care to properly format and import your leads, accounts, contacts, opportunities, activities, and more.
Testing is performed throughout development to ensure functionality and performance. After data migration is complete, a final review session will confirm that your vision has been realized in your Salesforce environment.
Our final step is to provide thorough training to all organizational users and administrators, including providing you with an operations manual unique to your implementation to ensure that you are the master of your domain.