Implementation

Salesforce Implementations

Now that you’ve decided to use the most widely adopted and powerful CRM system, it’s time to start thinking about your implementation.

Implementation of your Sales Cloud, Service Cloud, or Community Cloud is more than just setting up user accounts and custom fields. It’s an opportunity to establish good processes, identify areas of improvement, and implement best practices to drive adoption.

That’s where you’ll need help. OpFocus has more than 11 years of experience in launching CRM platforms for companies, tailored to business drivers.

OpFocus Implementation Services include:

  • Initial discovery to learn your business needs
  • Design of data model and configuration
  • Key system setup based on Best Practices
  • Customization of standard Objects and functionality
  • Data Import
  • Security and Access
  • Integration with other Salesforce Platform modules, such as Pardot, CPQ, or Einstein Analytics
  • Integration with other Salesforce Productivity tools, such as Mobile, Inbox, Outlook, or Engage
  • Training for End Users, Management, and Administrators on the new CRM system
  • Management and post-launch support

You also have the option of choosing from a pre-packaged offering, focused on with lean and smart configuration of select functionality. These packages are coupled with a foundation that enables future expansion.

We’re excited to help you setup your new Salesforce instance, because turning on the lights in Salesforce using best practices should be worry free.

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