Salesforce Implementation Services

1. Identifying Your Wants

Salesforce cloud-based CRM software is versatile, catering to over 150,000 companies around the world by simplifying the task of maintaining rock-solid relationships with customers. The software makes all crucial data, insights, and actions related to customers accessible with a push of a button. But determining what kind of software you require and where you want the software to be focused in the mainstream is a challenge.

This is where our services come to your rescue. We’ll help you determine the exact place where the Salesforce solution will come into play.

2. Preparing for the Change

As soon as all the requirements are identified, you are requested to stay prepared for the change. Your existing CRM software might have different functionality, an interface, and so on. Collecting feedback from employees is a worthwhile endeavor for every employer. Salesforce is comprehensive CRM software. Perhaps a few things would be unnecessary for your business, which may lead to confusion and error in the future. So keep an eye on these minor details.

3. Right Person on Duty

The implementation and integration activities are commenced by Kizzy Consulting in-house experts, who first go into the depths of the client’s wants and overall expectations. Salesforce implementation is one of the most difficult tasks because a minor error or failure to notice can mean the difference between wants and outcomes.

From a dizzying number of features, our Salesforce expert figures out the ultimate selection that synchronizes with your vision and adapts faster to your demands and expectations. Each member of our team has spent years studying Salesforce, which allows us to provide an excellent user experience.

4. Migrating Your CRM Data

Our Salesforce experts help you migrate your CRM data from one system to the next that you’ve recently purchased. In short, we help your old organization adapt to the Salesforce solutions, which will be exclusively customized and centralized for you by Kizzy Consulting experts.

5. Launching Features

Upon migrating all CRM-linked data, insights, and statistics from your older CRM software to the Salesforce software, all built-in features are infused into the key operations for what you have specifically started doing with the Salesforce software. Because your employees or CRM manager are unfamiliar with the software, the learning curve is steep at first. Therefore, Kizzy Consulting consulting services will have their support box always open for you.

6. Maintenance and Support

Post-implementation, maintenance, and support will be provided to the client’s satisfaction to make sure their in-house team can work with peace of mind in a data-driven and super-productive environment. Your positive impression on customers and the golden relationship you’ve built with them over the course of your company’s existence should never be jeopardized by anything new that takes time to learn, adopt, and implement. 

That’s the reason why Kizzy Consulting believes in providing super-fast maintenance and support so that your trust in us is unshakable.