Upgrading an existing Salesforce implementation

Providing retail e-commerce technology solutions to a large customer base requires a CRM system that is organised, functional and suited to the team who are required to utilise it. We were approached by this particular customer to determine a specific development plan to help achieve a better employee engagement, clearer visibility of sales and partner activity to encourage a tangible return on investment.

The Challenge

One of the main challenges faced included a Salesforce Sales Cloud implementation that was no longer being actively used within their organisation – this resulted in a plethora of spreadsheets being used to capture critical business data. The existing 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 provide additional challenges rather than promote productivity for the sales and delivery teams.

The Solution

We used our proven detailed discovery and scoping workshop to understand the challenges, needs and 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.

Working in an agile way, our team implemented the required behaviours and delivered them 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!

Watch our video to discover more on how we developed the existing Salesforce system.

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