Salesforce in 7 days
Quick launch of Salesforce in 7 days!
Day #1: “Getting Acquainted”
1. Pre-project audit (6 hours)
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What we do:
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Identification of business needs;
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Filling in and discussion of the questionnaire;
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What you get:
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Audit protocol: top-level description of business processes + object model.
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Day #2: “Getting Ready”
Day #3: “Trying”
2. Prototype setup (8 hours)
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What we do:
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Salesforce Activation:
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Setting up template processes;
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What you get:
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Completed prototype.
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3. Demonstration and training on customized prototype (2 hours)
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What we do:
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Demonstration of the prototype;
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Training to work with the prototype based on the results of the audit;
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What you get:
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Employees are ready to work in a prototype solution.
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4. Collecting feedback on the results of working with the prototype (labor: 6h, but each additional day at this stage +1h)
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What we do::
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Understanding what needs to be configured in Salesforce to switch to the target mode of operation;
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Control of work of different roles with Salesforce;
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What you get:
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Formulated requirements for a full transition to Salesforce.
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Day #5: “Enrich”
6. Loading initial data, namely accounts, contacts and products (4 hours)
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What we do:
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Uploading data to Salesforce;
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What you get:
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Required data loaded.
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Day 4: “Building”
5. MVP setup (8 hours)
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What we do:
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Setting up processes in Salesforce to start full-fledged work;
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Preparation of instructions for working with the system;
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What you get:
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Salesforce is configured to fully work with the necessary processes.
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Day #6: “Launch”
Day 7: “Planning”
8. Summing up and forming a development strategy (2 hours)
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What we do:
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Formation of a plan for automating processes in Salesforce;
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Planning of integrations with external systems;
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Presentation and discussion;
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What you get:
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Formed development plan.
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7. Starting the system (labor: 8h, but each additional day at this stage +1h)
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What we do:
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Conducting a final demonstration of the solution;
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Establishment of users;
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Control of work with the system;
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Assistance to employees during the launch;
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What you get:
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Employees work in Salesforce.
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Total: 7 days or 44h