Salesforce Implementation

At Cloudtree Technologies we start by evaluating your existing business practice and objectives. Our Implementation process, including setup, configuration and customization, has been perfected by extensive experience with Salesforce implementations.

A Salesforce implementation can be complex. Cloudtree Technologies experienced professionals can help you ensure a successful Salesforce implementation.

Implementation

Our typical implementation project starts with a Discovery phase where we gather requirements from the customer, and based on those requirements, an implementation plan is created. An implementation includes, among others:

1. User and Organization setup
2. Pipeline Management (Leads, Accounts, Opportunities, Contracts, Orders etc.)
3. Campaign Management
4. CPQ (Configure, Price, Quote) Configuration
5. Price books & Catalogs
6. Data Import & Migration
7. Reports & Dashboards
8. Forecasting
9. Training & Adoption