We are expert in implementing Salesforce for your business from scratch. At YourSFDCServices we start by evaluating your existing business practices and objectives. Our implementation process, including setup, configuration, and customization.

A Salesforce implementation can be complex. Our experienced professionals can help you ensure a successful Salesforce implementation.

Implementation

Our typical implementation project starts with a Discovery phase where we gather requirements from the customer, and based on those requirements, an implementation plan is created.

An implementation includes:

  • User and Organization setup

  • Security Setup

  • Pipeline Management (Leads, Accounts, Opportunities, Contracts, Orders etc.)

  • Marketing and Campaign Management

  • CPQ (Configure, Price, Quote) Configuration

  • Products, Price books & Catalogs

  • Data Import & Migration

  • Reports & Dashboards

  • Training & Adoption

 Address. 106 Willow Oaks Ln, Mullica Hill, NJ 08062, USA

Tel. 609-839-2060

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