Salesforce® Implementation


You may need specific set up or customisations to bring your entire business into the heart of Salesforce®. Your drivers could be improved efficiency, greater data accuracy, higher work rate, better customer service levels...

Configuration and set up will be specific to your own business processes and requirements. This may take between a couple of days, to several weeks of implementation and development work to complete, and can only be determined after a thorough Scoping and Requirements gathering process.

Implementation typically includes; Business Process Review & Automation, Lead Assignment, Data Analysis & Migration, Dashboard & Report creation, and User Training & Handover.

Salesforce® Implementation in 5 easy Steps


Detailed Scoping Workshop
The first step of any Engagement is to complete a detailed scoping review. Depending on your requirements, this could be completed over a remote screenshare conference call, or during an on-site Scoping Workshop. This forms the basis for any successful Salesforce® Implementation

System Design & Build
We will then be able to design the Salesforce® system to meet your specific business needs, configuring all required standard objects, and creating any custom objects, fields and processes that you need.

Validation & Testing
Once the initial design and build is complete, we will review this with you to ensure we have met the objectives set out during the initial Scoping phase. Any changes or updates can be incorporated at this stage.

Data Review & Migration
We will have reviewed your existing data sets and made any recommendations to assist with data accuracy and cleansing. We will work with you to ensure any data migration needed is accurate and seamless.

User Training & Go-Live
You are now ready to go-live! We will run initial overview training workshops with your Team to ensure rapid user adoption and Project Success!

So… Which
Services can we assist you with?

Sales Cloud

The world’s #1 CRM solution gives your sales teams the power to close deals like never before with an array of cloud-based tools that increase productivity, keep pipeline filled with solid leads, and score more wins. No software. No hardware. No speed limits.

From small new start businesses with a handful of users, to large multi-site, multi-language, multi-user implementations (and everything in between!) – we’ve seen them all. We are confident we can add value to your investment to ensure your project success.

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Service Cloud

From call-center software to self-service portals, Salesforce® service solutions enhance your customer service with more responsive, more intuitive, and more flexible support that anticipates customer needs.

Whether your Service Cloud deployment is the beating heart and of your business process, or a team within the overall structure, we can work with you to ensure you deliver world class customer service to your customers.

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Pardot is the leading B2B marketing automation tool from Salesforce® that accelerates your sales cycle by giving sales the intelligence they need to close deals, faster. Identify your best leads, track engagement with campaigns, improve follow-up speed, and combine the powers of marketing and sales to turn leads into customers for life.

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Marketing Cloud

Make the most of every customer interaction by creating personalized, cross-channel customer journeys that deliver exceptional experiences across email, mobile, social, advertising, the web, and more.

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Community Cloud

Harness the power of social and mobile to create rich, engaging online communities. Build deeper customer relationships. Drive employee productivity and innovation. And empower resellers, partners, and distributors to get deals done faster.

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Contact Us

Leeds: MintCRM, 10 Stoneleigh Garth, Leeds, LS17 8FG

London: Hamilton House, Mabledon Place, Bloomsbury, London, WC1H 9BB

0800 032 2840