Redefine Customer Satisfaction with Salesforce Digital Solutions

During Salesforce implementation, the handling of existing data can vary depending on the specific circumstances and the approach taken by the implementation team. Generally, the following can happen to your current data in Salesforce implementation:

Data Migration: We help to migrate the existing data from a legacy system to Salesforce to provide a seamless transition for users.

Data Clean-up: Our implementation team may carry out a process to remove outdated or irrelevant data, improve data quality, and ensure the data is in the correct format for Salesforce.

Data Integration: In some cases, our team will provide a single source of truth for your organization's data & the existing data from multiple systems may be integrated into Salesforce.

Data Archiving: Some data may be archived in Salesforce to free up storage space and improve performance while retaining crucial historical information.

It is essential to clearly understand what will happen to your existing data during a Salesforce implementation and to work closely with the implementation team to ensure your data is handled in a manner that meets your needs.

Our team will identify opportunities for integration and suggest tools to work with external systems, such as accounting, customer service, warehouse management, other cloud systems, or on-premise systems.

We have an expert team either the internal trainers, external trainers, or a combination of both to train your team. The responsibility for recurring training for new hires may fall on HR, a manager, or a dedicated training team, depending on the size and structure of your organization.

To get more out of Sales Cloud, Marketing Cloud, and Community Cloud, you can take the following steps:

Customization: We help you to customize the features and functionality to meet your specific business requirements through custom fields, page layouts, workflows, and other customization tools.

Integrations: We help you to integrate Salesforce with other tools and systems that you use to streamline processes and enhance collaboration, such as your CRM, ERP, and other marketing or communication tools.

Add-ons and Apps: Hexad will assist you to take advantage of the Salesforce AppExchange to find pre-built solutions and add-ons that can enhance the capabilities of Sales Cloud, Marketing Cloud, and Community Cloud.

Training: Our team will ensure you receive proper training to maximize platform use and increase productivity.

Consulting Services: Our Salesforce consultant or partner to help you get the most out of your investment in Sales Cloud, Marketing Cloud, and Community Cloud.

The implementation time for Salesforce CPQ varies based on several factors, such as the size and complexity of the organization, customization requirements, integrations with other systems, and the availability of resources. The exact timeline depends on the specific needs of the organization and the resources available for the project. On average, a small to medium-sized implementation can take anywhere from 5 to 12 weeks, while more extensive and more complex deployments can take several months.

Yes, Salesforce CPQ can integrate with other programs such as CRM, ERP, CRP, and finance systems via APIs, plug-ins, or integrations provided by Salesforce or third-party vendors. They allow for data sharing, automation of processes, and enhanced collaboration between systems.