Salesforce Clouds and Apps
CPQ
Streamline your quoting process with Salesforce CPQ. Implementing Salesforce CPQ requires expertise and a thorough knowledge of quote-to-cash processes.
Sales Cloud
With the implementation of Salesforce Sales Cloud, you can find new customers and close deals faster – whether in the office or out in the field.
Experience Cloud
Experience cloud can be utilized to expose your Salesforce functionality to both customers and channel partners quickly and cost effectively. Typical functionality might include tracking orders or support tickets, or allowing your channel partners to enter leads and track their sales activity.
Pardot, Service Cloud, Other
SolvCRM also has experience with and can implement other Salesforce Clouds and Apps including Pardot Email Marketing and Service Cloud.
Salesforce Implementation Process
Business Analysis
During the Business Analysis stage, SolvCRM will interview you to understand and capture the detailed business requirements. Understanding and documenting your requirements is key to building effective functionality.
Configuration
Our approach is to utilize Salesforce point-and-click configuration approaches first. We have extensive experience with declarative approaches such as complex Flows. If the solution can't be implemented via point-and-click, only then will code customization be utilized.
Integration
Salesforce solutions often need to interact with other third-party applications such as electronic signatures or document management systems. SolvCRM can implement integrations whether through Apex callouts or using middlewear such as Mulesoft.
Data Migration
SolvCRM can migrate your data from legacy systems to your new Salesforce org. Our process includes data cleansing and de-duplication following Salesforce best practices. SolvCRM is can handle the most complex migration challenges successfully.
Customization
If code customization is required, SolvCRM utilizes Apex and Lightning Web Components to meet your business requirements. As customizations is more costly to build, our process ensures that requirements are carefully vetted before building.
Deployment and User Training
Once the functionality is tested and approved, the functionality turned on or deployed into production. This process helps ensure there will be no business interruption. Training before going live is provided as needed. Support for any post-go-live requests are provided as needed.