Salesforce Implementation


Every organization has its own set of business processes, so there can not be “a” solution that fits all and that we have to custom tailor every solution based on its unique business processes, corporate jargon and data. The best that any service provider can offer is a strategy that helps the user adoption of this custom tailored solution and that is what we have to offer.

Our approach for executing Salesforce Implementation projects is as follows:


Analyse and Strategize

We study your existing systems and processes, map them on to Salesforce constructs, suggest action plan and develop strategy for user adoption.


Implementation and Custom Development

We do the actual implementation by configuring and customizing Salesforce to replicate your business processes. This may include creating and extending object model, developing workflows, approval processes and other business process automation mechanisms, implementing reports, dashboards etc. for business analytics. We utilize platform to do custom application development to improve workforce efficiency as at times it may not be possible to meet business needs with point and click functionality offered natively by platform.


Review and Incorporate Feedback

At every step of the implementation project, it is imperativ that regular feedback from business users is collected and incorporated to gain their confidence and user adoption in the long run.


Integrate & Migrate Data

In some cases, we also help you integrate Salesforce with and do data migration from your existing systems to allow you to draw maximum return from your existing technology investments.



We provide support services as ongoing maintenance and continued improvements are critical for the success of Salesforce implementation projects.


According to a study, most of the CRM implementation projects fail simply because the users do not adopt change. This can however be eliminated if a proper planning and stragety is done to help achieve user adoption. The users feel more confident about the solution and accept the change with open arms when they are introduced at the beginning of the project and their feedback is regularly incorporated and verified during the course of the project.