Salesforce

• Salesforce Automation
• Implementation
• Custom App Development
• Migration
• Integration
• Data Import
• Support & Maintenance

Implementation

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  1. Discovery

  Meeting for requirement gathering and analysis. Understand the sales process(how you sell to your clients) and any legacy data migration needs. Understand KPIs that need to be tracked and available on dashboards and reports.

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  2. Solution Design

  Plan the objects, fields and customizations needed to meet client needs. Plan data massage and import activities. Design security requirements, workflows and any integration needs.

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  3. Setup and Basic system configuration

  Setup users home pages, security, remove/add fields in standard objects, Making some reports and dashboard available.

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  4. Advanced System Development

  Implement workflows for approvals etc, triggers for auto data population, custom objects, web services for integration into other platforms.

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  5. Data Import/ Migration

  Massage the legacy data to ensure normalization and relationships are maintained. Import in correct sequence. Validate after import.

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  6. End User Training and Documentation

  Remote training sessions for both end users and admins.

Salesforce for Charities and Non Profits

For non profits and charities, our expertise combined with Salesforce’s generosity makes running you non profit on the Salesforce platform a no brainer.

Salesforce gives 10 enterprise licenses free to all non profits and further licenses at 85% discount.

Our expertise with the Non Profit Starter Pack, an absolutely free add on application from Salesforce, streamlines and optimizes your non profits operations tremendously. Following can be very easily managed

• Donor contacts and addresses
• Memberships
• Donations – recurring and one time
• Grants
• Soft credits and matching gifts
• Events
• Organizational Affiliations
• Relationships - family and further extended
• Campaigns