Learning About Your Needs
Our initial focus will be a thorough exploration of understanding your business goals, how you work, and the challenges you face. Our consultants will chat with you extensively and assess your situation to pinpoint exactly where we can tailor Salesforce to best benefit your organization.
Analysis and Planning
Having taken a good look at your current Salesforce setup and listened to what you're hoping for, our team of experts will thoughtfully consider the best ways to make your desired customizations happen. We'll then create a detailed plan that covers everything we need to do, when we'll do it, and who will be involved to make sure the project is a success.
Customization Designy
Our experienced consultants create a tailored Salesforce solution to fit your specific requirements. We utilize our extensive knowledge of the platform to suggest improvements, set up custom fields, develop personalized page layouts, and build custom workflows.
Development and Configuratio
After the custom design gets the green light, our tech team dives into development and setup. We put your customizations in place, set up automation rules, establish triggers, and Apex code will be crafted to establish a cohesive and integrated system.
Testing and Quality Assurance
To thoroughly assess the solution's operational integrity and do exactly what it's supposed to, we need to put it through some serious tests. Our Quality Assurance Engineers are on it, running a whole battery of tests across different situations and examples, all to catch and fix any problems or glitches that might pop up. During User Acceptance Testing (UAT), we'll collaborate closely with your team to examine the customized functions and features, making sure they match your objectives and expectations. This stage gives you the opportunity to offer feedback and make any essential modification
Deployment
After all the personalized features have successfully pass both testing and user acceptance testing (UAT), we'll launch the tailored solution in the live setting. We'll offer in-depth assistance and resources to ensure your team is fully prepared to use these custom elements efficiently.
Support & Maintenance
Once the customizations are up and running, we're here to provide continued assistance for any issues or questions that might pop up. Our team of specialists regularly checks the customizations, hunting for ways to improve and refine them to make sure they meet the goals.