Salesforce Implementation
Services

Our experts collaborate closely with you to understand your business and identify objectives that need to be addressed with the implementation. We also identify the key business requirements with the help of stakeholders and investors.

Once we determine the pain points and essential requirements, our experts create a well-thought-out strategy to achieve business objectives with Salesforce. In this phase, we determine:

• The necessary customizations and integrations to align with your requirements
• A comprehensive tech tool
• Realistic timelines
• Affordable budget

At Ksolves, we understand the importance of custom solutions to solve specific challenges. Our certified Salesforce specialists are adept at tailoring Salesforce in two different ways:

• Configuration: We make modifications to Salesforce’s default capabilities by leveraging point-and-click tools. This includes modifying objects & fields, layouts, workflow rules, validation rules, approval processes, reports & dashboards, and security settings.
• Customization: It is analogous to a development process wherein our professionals extend Salesforce’s capabilities to meet specific requirements.

Integrating Salesforce with third-party applications breaks down data silos, enhances collaboration across teams, and consolidates data in a single place. Our team of experts specializes in integrating Salesforce with other applications and systems, such as

• CRMs
• ERPs
• E-Commerce Platforms
• Marketing Automation Tools
• Document Management Systems
• Social Media Platforms
• Accounting Software

This ensures a consistent data flow across integrated applications.

Experience a smooth transition of your data from a legacy system to Salesforce with minimal disruptions! We begin our migration process by analyzing and structuring the legacy data to remove inconsistencies or discrepancies. Our experts map data fields between the legacy system and Salesforce to ensure the information is correctly transferred.

Further, we leverage ETL tools to extract data from your legacy system and load it into Salesforce while preserving data integrity. Finally, our experts conduct rigorous testing to ensure the accuracy and completeness of the migrated data.

Our QA professionals thoroughly test the configured Salesforce instance in a safe sandbox environment. In case of any feedback or modifications, our Salesforce developers implement them instantly.

Further, we deploy the tested Salesforce instance into the UAT (User Acceptance Testing) environment. The representatives of a customer company assess the Salesforce instance and verify the correctness of all its functionalities. If the instance successfully addresses the customer’s challenges and meets their requirements, we deploy it into the production environment.

After successful implementation, our skilled experts provide comprehensive training to increase Salesforce adoption across the client’s organization. We conduct interactive training sessions for different roles and skill levels and offer all the essential resources, such as user guides, demos, FAQs, etc.

At Ksolves, we strive to ensure the continued success of your Salesforce implementation with ongoing support and maintenance services. These services encompass:

• Technical Support: Our dedicated support team is available round-the-clock to assist you in resolving your technical issues post-launch.
• Proactive Monitoring: We continuously monitor your Salesforce instance, track various performance metrics, identify and address bottlenecks, and provide recommendations for optimizing performance.