Salesforce CRM is the world’s leading Customer Relationship Management Software-as-a-Service. Along with Salesforce, a System Integrator or the Implementation Partner plays an indispensable role throughout the implementation journey, from gathering information of the As-Is scenarios to the point of Go-Live, through configuration, customization, realization and testing. This challenging journey calls for a systematic and holistic approach to meet the desired objectives.

1. Top management Buy-In:

Support from top management is an absolute requirement for Salesforce implementation. Necessary internal resources should be assigned to the project to coordinate with the Implementation Partner team. The monitoring mechanism should align with the Project Management principles like Steering Committee and Escalation Matrix. Access Global Group, armed with our rich experience of implementation guides the customer to ensure that all the project management systems are put in place.

2. Data Integrity:

Data should be up-to-date, correct and relevant. The quality of data that is being migrated into Salesforce system from legacy systems has a direct bearing on the output from Salesforce in the form of Management Information System  reports and others. Realistic data output cannot be guaranteed unless the quality of input data is ensured thoroughly. Access Global Group provides  guidance to the customer through all the procedures of data pruning, rationalization and validation.

3. Change Management-Salesforce adaptation:

Change management is the process of acclimatizing your employees to the new system through training. Access Global Group plans and executes Salesforce adaptation by change management systematically training key users in their specific area of business activity.  Salesforce adaptation and usage determines the success of the project and increase the user productivity.

Glowing reviews of our performance on G2 stand testimony to our Salesforce expertise. The successful digital transformation of several organizations testifies our passion towards implementing Salesforce CRM and re-designing the functioning of organizations with a high and immediate return on investment. Contact us for more information.