{"id":2433,"date":"2021-07-15T14:30:02","date_gmt":"2021-07-15T13:30:02","guid":{"rendered":"https:\/\/www.coacto.co.uk\/pre-prod-sandbox\/?page_id=2433"},"modified":"2022-08-10T12:11:21","modified_gmt":"2022-08-10T11:11:21","slug":"upgrading-an-existing-salesforce-system","status":"publish","type":"page","link":"https:\/\/www.coacto.co.uk\/pre-prod-sandbox\/upgrading-an-existing-salesforce-system\/","title":{"rendered":"Upgrading an existing Salesforce system"},"content":{"rendered":"\n<div class=\"wp-block-columns bounce-in-up is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column bounc-in-up has-text-color has-background is-layout-flow wp-block-column-is-layout-flow\" style=\"background-color:#ffd503;color:#1075bc\">\n<h3 class=\"bounce-in-up wp-block-heading\"><strong>Achieving better employee engagement by developing an existing Salesforce implementation<\/strong><\/h3>\n\n\n\n<p style=\"font-size:15px\">We were approached by a large retail e-commerce technology provider to determine how we could develop their existing Salesforce system. The team needed specific development to achieve better employee engagement, clearer visibility of sales and partner activity to encourage a tangible return on investment.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-image bounce-in-up\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.coacto.co.uk\/pre-prod-sandbox\/wp-content\/uploads\/2021\/07\/System.png\" alt=\"\" class=\"wp-image-2434\" width=\"267\" height=\"193\"\/><\/figure>\n<\/div><\/div>\n<\/div>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"iframe-video\"><iframe loading=\"lazy\" title=\"Upgrading an existing Salesforce implementation | Coacto Consulting\" width=\"1200\" height=\"675\" src=\"https:\/\/www.youtube.com\/embed\/0H43jCEFOEw?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<h3 class=\"bounce-in-up has-text-color wp-block-heading\" style=\"color:#1075bb\"><strong>The Challenge<\/strong><\/h3>\n\n\n\n<p class=\"bounce-in-up\" style=\"font-size:15px\">One of the customer&#8217;s main challenges included a Salesforce Sales Cloud implementation that was no longer being actively used within their organisation &#8211; resulting in a magnitude of spreadsheets being used to capture critical business data. The existing Sales Cloud system was highly configured to sales and business processes which were no longer required for the business. The large number of workflows, processes\/flows, approvals, mandatory fields and validation rules included within the layout seemed to hinder rather than promote productivity for the sales and delivery teams.<\/p>\n\n\n\n<h3 class=\"bounce-in-up has-text-color wp-block-heading\" style=\"color:#1075bb\"><strong>The Solution<\/strong><\/h3>\n\n\n\n<p class=\"bounce-in-up\" style=\"font-size:15px\">We used <a href=\"https:\/\/www.coacto.co.uk\/pre-prod-sandbox\/service-delivery-process\/\">our proven detailed discovery and scoping workshop<\/a> to understand and document the challenges, needs and current sales process with the management team. Reviewing these then enabled us all to maintain focus on the most important objectives with the greatest benefits for the business.<\/p>\n\n\n\n<p class=\"bounce-in-up\" style=\"font-size:15px\">Our Salesforce experts worked to capture the required behaviours by developing detailed user stories and although an existing system was in place, we chose to develop a new org which required less effort and cost.<br><br>Working in an agile way, our team implemented some of the required behaviours and delivered these for customer testing. These steps were repeated until we had a system that could be user acceptance tested end to end. Finally, when the customer was happy with the behaviours and processes, we migrated the data from their existing Salesforce org and they were ready to go!<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h4 class=\"bounce-in-up has-text-color wp-block-heading\" style=\"color:#1075bb\"><strong>Cloud:<\/strong><\/h4>\n\n\n\n<p class=\"bounce-in-up\">Sales Cloud<\/p>\n\n\n\n<h4 class=\"bounce-in-up has-text-color wp-block-heading\" style=\"color:#1075bb\"><strong>Industry:<\/strong><\/h4>\n\n\n\n<p class=\"bounce-in-up\"><meta charset=\"utf-8\">E-commerce and retail technology<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h4 class=\"has-text-color wp-block-heading\" style=\"color:#1075bb\"><strong>Apps:<\/strong><\/h4>\n\n\n\n<p class=\"bounce-in-up\">AscentERP, Conga, Spanning<\/p>\n\n\n\n<h4 class=\"bounce-in-up has-text-color wp-block-heading\" style=\"color:#1075bb\"><strong>Partner Role:<\/strong><\/h4>\n\n\n\n<p class=\"bounce-in-up\">Integrated Solution Provider<\/p>\n<\/div>\n<\/div>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-alpha-channel-opacity has-background is-style-wide\" style=\"background-color:#fcb514;color:#fcb514\"\/>\n\n\n\n<h4 class=\"bounce-in-up has-text-color wp-block-heading\" style=\"color:#1075bc\"><strong>Speak with our certified team<\/strong><\/h4>\n\n\n\n<div class=\"wp-block-columns bounce-in-up is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p class=\"has-small-font-size\">If you have any challenges with your <a href=\"https:\/\/www.salesforce.com\/uk\/?ir=1\">Salesforce<\/a> system, our recognised Partner team can help. <a href=\"https:\/\/www.coacto.co.uk\/pre-prod-sandbox\/contact\/\">Co-act with our expert team<\/a> to discover how we can help Salesforce work for you.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-16018d1d wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button has-custom-font-size has-small-font-size\"><a class=\"wp-block-button__link has-text-color has-background\" href=\"https:\/\/www.coacto.co.uk\/pre-prod-sandbox\/contact\/\" style=\"background-color:#1075bc;color:#ffd503\"><strong>Get in touch<\/strong><\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Achieving better employee engagement by developing an existing Salesforce implementation We were approached by a large retail e-commerce technology provider to determine how we could develop their existing Salesforce system. The team needed specific development to achieve better employee engagement, clearer visibility of sales and partner activity to encourage a tangible return on investment. The Challenge One of the customer&#8217;s main challenges included a Salesforce [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":3175,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-2433","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Upgrading an existing Salesforce system | Coacto Consulting<\/title>\n<meta name=\"description\" content=\"Discover how Coacto worked with an e-commerce provider to update their existing salesforce system to work better for their internal team.\" \/>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" 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