Salesforce Implementation
We Implement for success.
Whether you’re an established organisation with extensive business processes or a startup just getting going, we can help you implement Salesforce. Setting up Salesforce correctly is essential to see the return on your investment, have satisfied users and improve your business operations.
Discuss Salesforce Implementation
Fill out our contact form and we’ll be in touch within 24 hours.
Alternatively you can email us: enquiries@systep.co.uk
or call 0117 427 0138
Our Approach
We take a practical and professional approach to implementing Salesforce for your organisation.
A practical approach because we recognise that your organisation still needs to function properly while we implement Salesforce and we seek to minimise disruption so we take into consideration:
Different technical abilities of your staff
Any existing business processes which may need to change
Data cleansing, conversion and loading from various sources (including spreadsheets)
Any parallel running requirements with your existing systems
A professional approach that gives you and your team assurance that the project will successfully complete on time and on budget:
Excellent client communication with regular project updates based on agreed timetables
Flagging of issues as they arise and doing what’s best for your organisation
Documentation of key aspects of the system to facilitate maintenance
Detailed billing reports to help you monitor the project cost
What’s Included?
Whether you choose a Standard or Quickstart Salesforce implementation, we deliver a system which is configured to Salesforce best practices. Here are just a few of the tasks and deliverables we can provide when implementing for your organisation.
License and Package Selection
Salesforce has an extensive offering of licenses and services which can pose a significant challenge to choosing what’s right for your Salesforce implementation.
As a Salesforce Partner, Systep can help you make the right choice by working with you and Salesforce Account Executives to identify exactly what you need and achieve the best possible package pricing for your organisation.
Baseline System Setup
- Users, Groups & Roles
- Accounts & Contacts
- Permission Sets
- Page Layouts
- Field Validations
- List views
- Dashboards / Reports
- Record Types
- Email Alerts / Templates
- Branding & Logos
- Time zones & currencies
- Sharing Rules
Advanced Functionality
Depending on which cloud is being implemented and what your organisation’s requirements are, these are just some of the areas we will configure for you.
Process automation for:
Approval processes
Apex & Flows
Notifications & emails
Web to Lead setup
Email to Case setup
AppExchange package integration for:
- Form Assembly
- Docusign
- LinkedIn and others
Custom objects unique to your organisation
Bespoke functionality using LWC (Lightning Web Components)
Data Import
Importing of your data (whatever the source)
Mapping of pick list values across systems
Cleaning of duplicate values, formatting and validations
Training and Documentation
Individual user training on Salesforce
Creation of User Guides
‘Train the Trainer’ sessions
Professional documentation with flow charts for key functional areas
Additional Benefits
1 month free included for our Essentials Managed Service package.
Standard Implementation
A Systep Salesforce Standard implementation is for those organisations which require a bit more than our QuickStart packages.
Best solution when
Integrations with other systems required
Multiple interdisciplinary project teams involved
Business analysis and process re-design expected
Part of a larger change programme
Extensive data conversion, cleaning and loading required
Key Points
We will meet with you and your key project members to map out the project plan with you and provide an estimate of time and cost
All work is charged on an hourly basis
You are provided with detailed weekly billing usage reports to help you manage your project and stay on track
We can project manage the project or work as a resource in your team
Quickstart Implementation
A Systep Salesforce QuickStart Implementation is a great way to get started quickly with implementing and using the Salesforce system in a matter of days.
Best solution when
Budget constraints
Timetable is short
Minimal customisation required
Minor automation and advanced features needed
Key Points
We offer three fixed price options to get you started with a QuickStart Salesforce Implementation.
Additional work beyond the package allowance is charged on an hourly basis