Salesforce Solutions Implementation Methodology

Agilcon’s implementation focus is on efficient, quick introduction of CRM process while minimizing risk and optimizing results. Aiglcon’s project methodology of introducing a CRM systems is always adjustable to your desires, requirements and priorities.

Implementation Services

The Blueprint

The basis for a successful Salesforce implementation in your company is a thorough analysis of the current condition, identification of the essential objectives of introducing the Salesforce solutions  and a detailed list of all business critical elements that will satisfy your needs. In order to achieve this, we have a series of workshops where our experts bring their best practices and challenge your participants to think outside the box. Involvement of all participants senior management, middle management as well as owners of individual process is crucial.

The end results of the workshops will a complete Blueprint of the solution that will be implemented. Starting with “user stories” (simple descriptions of the essential claims which contribute to understanding of the current methods of work and processes), functional specifications  (solution plan from the perspective of the supported processes and object), technical specifications which convert the functional specifications into a technical architecture will identification of all the integrations with your existing system vital in supporting your business process. And of course a timeline of deliverables.

 

The Implementation

The construction of the solution is performed according to the agile methodology in bigger steps with the so-called “sprints”. Every sprint represents a shorter period (until 14 days) within the framework of which we implement the agreed functionalities. The sprint is finished with the presentation and the test of the solution within the framework of the narrower projecting team of the customer.

The key ingredient  for a successful implementations is the regular and transparent communications between the project teams as well as key stake holders. In addition to regular weekly project status meeting we also recommend monthly project committee steering meetings, to check, everything is running smoothly. Implementation phase is finished with accesptance testing and the customer’s confirmation of the solution, based on the scope defined in Blueprint phase.

Go Live

Good User Experience is one of the most important elements when going live with a new solution. In Agilcon, we realize the importance and pay special attention to this step. We always include the final users in user testing scenarios during the Blueprint and Implementation phase. That way, we inspire and educate them, to become the “ambassadors” among other users. In the final phases we also perform education according to the “train the trainer” method.

If necessary, we prepare study materials which can include classical user instructions or video tutorials, which show the use cases of individual modules of solutions. In the first days of the go live phase, our entire team is standing by for a quick assistance to the users when questions on various functionalities and modules emerge.

Meet Salesforce, #1 CRM solution for Sales, Marketing and Customer Experience.

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Discover the #1 marketing platform for intelligent customer journeys. Create 1-to-1 customer journeys across email, mobile, ads, and the web. Connect your marketing across commerce, sales, service, and every customer touchpoint.

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Build communities to fit your needs. Connect and collaborate with customers, partners, and employees. Build a community for everyone critical to your business ecosystem, from agencies, vendors, and suppliers, to patients, job applicants, and even retail locations.

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Do not stop at CRM!
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Are you interested in finding out more or scheduling a presentation?

Miha Hrastel
Customer Engagement Manager

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