Delivers the right message, at the right time, through the best channel, to the right person. It offers the connection of interactions of your customers from various communication channels and devices. Segmentation and targeting of marketing campaigns based on customer data and behavior. Real-time data integration. Visualize customer behavior across all channels. Evaluation of marketing campaigns to optimize corporate strategy. Integrated communication tools (Chatter, email, calendar).
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We use a lot of custom APEX code and Visualforce pages.
We are not sure how Lightning will be accepted by our end users.
We are afraid that some of our features will not work with Lightning.
What can you expect?
• Project plan
• Organizational needs
• Scope of new features
• Picking a champion team – pilot definition
• Conduct gap analysis
• Features – Classic vs. Lightning
• Custom code – Visualforce vs. Lightning
• New features analysis
• Map all Visualforce pages to Lightning
• Default Lightning component reuse
• Custom component implementation
• Reuse of Visualforce pages code
• MVC architecture review: controller annotations, data types, etc…
• Take Lightning for a test drive
• Create a Permission Set - Lightning Experience user permission
• Test both new features and old ones
• Fix potential issues
• Training of the champion team – selected end users
• Champion team begins to use Lightning
• Bug fixing
• Prepare training kit together with the champion team
• Sell the value of new features
• Show, don’t tell
• Educate, educate, educate
• Switch all users to Lightning
• Help them with adoption
• Use migration project to bring new features to users
• New features implementation based on previous analysis
The length of the implementation differs per case.
We carefully analyze our customer’s needs and define a KPI that best aligns with their vision before identifying the app’s business specifications.
We will integrate the Salesforce package with our customer’s app. Begin installation process and set up page configuration.
Integration and user acceptance tests. Internal security review. Marketing plan preparation.
Salesforce security check. Publish on Salesforce’s AppExchange. Roll-out. KPI validation.
Prepare final reports and dashboards. User testing begins, and improvements are made to the process.
Defining quick wins, the project road map, TCO and ROI parameters and business goals.
Automate process within three months and save 60% of your sales rep’s time
Trainings. Sales engagement. Roll-out and ongoing support. KPI validation.
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Customer workshops, KPI definition, business and gap analysis
Defining quick wins, the project road map, TCO and ROI parameters and business goals.
Automate process within three months and save 60% of your sales rep’s time
Evaluate lead qualification process, expand automation of business functions.
Analyse leads-to-cash process, find more ways to automate, fine-tune Salesforce integration.
Run data analysis of Salesforce setup, check integration architecture and real-time readiness.
Benchmark lead-to-cash steps, identity gaps in process and ways to improve.
We’d like to stay by your side as you continue to grow your business. We offer a variety of support plans based on a company’s size, growth targets and revenue volume.
