Salesforce started as a simple CRM (Customer Relationship Management) tool. It has since grown into a full development platform allowing you to run much of your business within it. The great thing about Salesforce is you can do so much in whatever way you want. The difficulty of Salesforce is the same. As we follow the vCIO Process, we often find Salesforce is not being fully utilized. 

Launch or Relaunch Salesforce

A typical Salesforce implementation requires the following, at a minimum. If these items have not been completed in your organization, then you’re not done implementing Salesforce.

  • Standard object configuration
  • Custom object configuration
  • Process automation
  • Data modeling
  • Reports and Dashboards
  • Security modeling
  • Customized User Interface
  • Custom coding
  • User training
  • Admin training
  • Form validation

We can help you grow your business through…

  • A New implementation if you’re just getting started with Salesforce.
  • Re-Engineering your existing Salesforce implementation to better manage sales, marketing, support, and/or custom systems.
  • Recovery of a stalled implementation or customization project. vCIO will help increase usability, functionality, and adoption.
Your vCIO is part-time executive addition that provides strategy and implementation through a holistic view of your organization.
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