Salesforce Implemetation

We’ll guide you through your Salesforce implementation

No matter where you are on your Salesforce journey, our engineers have almost certainly experienced delivering a similar solution. Whether you are still in initial stages of evaluating Salesforce or are an experienced team in need of support, we can assist. Cloudfigure can join and boost the team you currently have or fully manage the project. We have the skills, resources, knowledge and understanding to fully maximise your Salesforce implementation.

Migrating from another CRM?

Has your business outgrown your current CRM? Whether you are working with Hubspot, Act, Zoho, or Microsoft Dynamics, we can take your CRM to the next level.

Integration

To ensure your CRM is working at its best, you may need to integrate your platform with external apps. With so many Apps available, the Salesforce platform is unique in having the ability to provide an integrated ecosystem. With our experience we can help you integrate with almost anything on the market.

Health Check

Is your Salesforce org doing exactly what you need it to do? Does it integrate correctly with your other softwares? Does the configuration match your current business processes?

If the answer to any of the above is no, then we have a solution for you. We can run a full health check to see where improvements can be made to ensure you are getting the most from your org and it is future-proofed for any changes to your business processes.

A health check from Cloudfigure is a simple and affordable way to help you utilise all the functionality available from the salesforce platform. Firstly we’ll understand how your business operates, then we’ll produce a report on how your usage of the platform could be improved.

Our Health Check package is tailored to you and your business. It starts at £3,000 and includes the following:

Initial Discussion

• Background to your org; how is it currently set up and what would you like changed?
• Are you on Salesforce Classic, if yes, have you considered moving to Lightning?
• Do you have any other data that needs to be captured or buse=iness processes that need implementing?
• What manual or time consuming processes do you still have that can be automated?
• what other softwares do you use and would you like them to be integrated with your salesforce org?

Analysis

• Conduct a deep analysis into your Salesforce org and measure it against best industry practice
• Provide advice on other/new Salesforce functionality you could be using and adhere to best practice

Output

• You will be given a written report on analysis and estimate of cost required to implement your changes

*Costs may vary depending on the complexity of your existing Salesforce set up and will be confirmed after initial discussion phase.

Please Note:

Implementation of the changes suggested in the written report are a separate cost and will be carried out upon agreement & contract signature

Quick starts

Our range of implementation packages are designed to help small to medium size businesses to get started with Salesforce quickly and efficiently. We will guide you from implementation, configuration, website integration, sales processes, data migration, adoption and training.

At Cloufigure, we want to help you achieve better business outcomes and maximise the return on your investment. That’s why we devised our Quick Start plan. A Quick Start Salesforce implementation provides you with improved customer information and communication, more efficiency across your teams and enhanced data analytics and reporting. Whilst your organisation grows it’s important you have explored integration with other key applications. Our implementation services can be used to integrate with core native applications, including your website, and it will provide you with a solid foundation for growth in the future.

Why use Quick Start?

We want you to get the best out of your salesforce system, which is why our team will provide support and guidance. We’ll work with you to identify your core processes and requirements from the first day. We will aim to help you to reduce costs and avoid expensive mistakes.

• To ensure your Salesforce system meets all your needs, We’ll plan your development road-map.
• We’ll always build a Salesforce solution for your organisation based on the most current best practices.
• We’ll provide defined scope deliverables which can be achieved in a quick and affordable approach.
• We can get you up and running in a matter of days (subject to project planning).

Managed Service

Salesforce is always developing, and we understand that this brings certain challenges. It can feel like a full-time job trying to keep up to date with improvements, enhancements and changes on the platform. With a new release almost every 6 months and documentation of around 400 pages, it can be an almost impossible task without possessing the inhouse resources and skills to make the decisions and choose which features will benefit your organisation the most.

A Cloudfigure Managed Service takes that responsibility away from you as well as the burden. We’ll manage your Salesforce environment and if need be any connected applications. This will give you peace of mind with a manageable expense that becomes a fraction of hiring an in house team. Our Managed Service will also provide you with additional support as and when required to allow you to focus on your business.

Our managed services enable you to focus on running your operations. We’ll focus on the management of Salesforce for you. Rather than spending on full time staff members, let us handle that at a fraction of the cost.

First we need to understand your business. We will take a holistic view of your organisation. We will identify and focus on core areas, we will ensure you achieve operational stability. We want to provide a solid foundation to support future growth. If there are specific skills or capabilities that you lack we will be there to fill in the gaps. You can depend on us to work with you as a trustworthy business partner.

Cloudfigure Support Benefits

• Flexibility – Tailor made solutions to support your needs.
• Process Optimisation – Identify future improvements early.
• Reduced Firefighting – A motivated support team gives you more time to think about future development and improvements.
• Cost Management – Reduced rate for long term support rather than large sums for individual work.
• Peace of Mind – You can rest assured that we will have the expertise needed to solve your issues.
• Reduced Overheads – You wont need to hire highly skilled staff year round.