Salesforce Implementation
“Customer experience is the mainstay for businesses: And our Salesforce Implementation totally gets it”
To survive and thrive, businesses need a CRM solution to assess sentiments and expectations of its customers at all touch points. 91% mission-driven companies in the marketplace base their business strategies on CRM blurring all barriers, augmenting productivity, helping employees show readiness in making an impact in their day-to-day initiatives, and providing 360 degree view of marketing insights that target strategic goals. And this is where the longest-standing CRM specialist, Salesforce provides a brand new mindset.
HyTech Pro is recognized for its involvement in delivering the most innovative and customer-centric experiences as a Salesforce implementation partner for years. It iterates innovation, forgetting the “one-size-fits-all” approach that is complex, exorbitant and just never works.
For implementation of size as Salesforce, a lot of planning should be well under way.
The right mindset
Getting the right Salesforce edition in keeping with business requirements, core business functionalities, stakeholders, long-term strategic goals and success metrics
Getting Governance on Board
Onboard senior members, take charge of Salesforce with Salesforce Administrator, liaisons to facilitate change and monitor impact on all departments, and experts detailing know-how: all for a phenomenal implementation
Doing everything is unrealistic
Collect-Narrow-Prioritize all requirements under a phased approach for a 3, 000,000% faster implementation, elucidate staff, generate interest
The onboarding process
Elucidate staff, assisting and onboarding to get sense of the grounds for implementation, Ask – Why, What, must-have-or-looks -nice, an A to Z for a new recruit
Key Benefits
Organizations need tangible results
Assessing and defining business requirements and current functionalities (such as campaign management, lead generation, and customer acquisition) to create workflows and processes that resonate with organization’s current technology adoption and the big picture approach well-ingrained for tangible outputs.
Go about configuring processes and workflows
Requirements defined in the assessment phase form grounds for future-state business processes and workflows such as Account Management, Lead Management, Case Management, Opportunity Management, Campaigns, etc.
Automation implies productivity here
Data Volume and format differs with each org. We will carefully evaluate data quantity, quality and structure – to identify if data needs to be imported from different sources.
Data and App Integration
Work out the details and harness systems and app integration with CRM laser-focusing on positively influencing end-users and consistency across various platforms or devices. The format and volume of data is likely to differ in each company – HyTechPro pays close attention to details in discovering the right data source and evaluate it from quantity, quality, and type perspective.
Planning Data Migration
The key functionalities of the platform like customer acquisition, lead generation, campaign management need to be defined – to create processes and workflows for the implementation. We will assess your business requirements to narrow down the functionalities, processes and workflows that need to be implemented in Salesforce.
Response to different users
HyTechPro works to make system, functionalities, features, permissions and access respond exactly the way a particular user needs which relates to security, user interface, license, restricted access, and process.
Hassle-free onboarding with instant results
Implementing Salesforce could be a game changer in unpacking seamless user experience, value and process efficiency. And on failing to get people onboard could end in a disaster for the entire org. HyTechPro works by analyzing challenges and readying people for what’s coming through hands-on training.
Licensing
Each Salesforce License adds to the utility value of processes and a major investment to any org, for years to come – Choose your edition wisely.
