What is Salesforce CRM Implementation?
Salesforce CRM implementation involves deploying and configuring Salesforce CRM software within an organisation with the assistance and expertise of a specialised consulting firm that focuses on CRM solutions. This process includes gathering and analysing the organisation’s CRM requirements, configuring and customising a unique CRM system to meet those requirements, migrating data from legacy systems, providing user training and change management, conducting testing, and deploying the CRM system. We provide guidance and support throughout the implementation process to ensure that the CRM system is optimised for the organisation’s unique needs and goals and that users are effectively trained and prepared for its adoption.
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1. Requirement and Analysis
We gather and analyse CRM requirements to understand the organisation’s needs and goals, using workshops, interviews, and surveys to collect information on processes, workflows, data management, and reporting. Our goal is to document and validate requirements, aligning them with CRM strategy and objectives. This establishes the foundation for subsequent stages.
2. Configuration and Customization
This stage involves creating custom fields, objects, workflows, validation rules, and reports, and using Apex code and Visualforce pages for custom functionalities. We work with stakeholders to understand unique business processes and customise the CRM system accordingly. This stage may also include integrating Salesforce CRM with other systems or third-party applications.
3. Data Migration
We transfer data from existing systems or databases to the CRM system for accurate and complete information. Collaborating with the business, we analyse, clean, transform, and migrate data to appropriate objects and fields. This data migration process ensures the CRM system has the right data for effective CRM practices and informed business decision-making.
4. Testing and Deployment
We conduct comprehensive CRM system testing for functionality, performance, and security prior to production deployment. This includes unit testing, system testing, integration testing, and user acceptance testing. After passing all tests, the system is deployed to production for end-user utilisation in day-to-day operations.
5. User Adoption and Training
We transfer data from existing systems or databases to the CRM system for accurate and complete information. Collaborating with the business, we analyse, clean, transform, and migrate data to appropriate objects and fields. This process ensures the CRM system has the right data for effective CRM practices and informed decision-making.
6. Hyper Care
Hyper care is a dedicated and intensive support period post-CRM implementation. Our team resolves issues, provides comprehensive training, and ensures seamless transition. Through clear communication channels and proactive resolution, we strive for successful CRM adoption, maximising system benefits for the organisation.
Speak to one of our experts
If you have any inquiries regarding our range of services or are prepared to embark on a digital transformation journey for your business, don’t hesitate to get in touch with the dedicated team at AspireCRM. Our expertise transcends industries, encompassing diverse business functions and organisations of various sizes. As one of the most established and trusted partners of Salesforce, we pride ourselves on our flexibility in delivering tailored solutions that perfectly align with the unique needs and preferences of our valued customers.