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Salesforce Support

Supporting you through the Entire Salesforce Lifecycle.

CRM Evaluation

Congratulations on taking the first step in deciding that it’s time for your business to invest in a CRM. As a Salesforce partner, we’re able to help you choose the right Salesforce clouds that will deliver the best and fastest ROI to your organization. Your CRM Evaluation would begin by reviewing the basic types of Salesforce clouds, then dive deeper into more specific offerings that can meet the needs of your business. We’ll walk through our CRM Evaluation checklist to make sure we’re helping you evaluate which CRM is right for you.

CRM Evaluation

We’ll walk through the following things to make sure we’re helping you evaluate which Salesforce clouds are right for you:

  • User Experience: The CRM User Experience is one of the most critical components for the successful adoption of any CRM. We’ll help you decide which CRM has the right tools, options, capabilities, and features your organization needs to do its job successfully.
  • Budget: Naturally we need to help you evaluate how you can get the most out of your CRM and get the features you need to achieve the greatest ROI from your selected CRM. Together, we’ll review what features and integration options you’ll need, and what you’ll need as you grow. Ensuring it meets your budget, future roadmap, and budget.
  • ROI: When evaluating a CRM, you’ll want to understand what your KPIs are that determine success, and how quickly the CRM will help you meet these KPIs.
  • Adoption: You’re only as successful as your team is while using the platform. Together, we’ll help you select the right CRM and tools that are most intuitive to each of the departments in your organization.
  • Scalability: As your organization grows, your CRM will need to be agile enough to grow with you. You’ll need to choose a CRM that has the power to exceed your current needs.

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Planning Your Salesforce Implementation

Now that you’ve selected Salesforce for your organization, it’s time to start planning your implementation. Approximately 70% of CRM implementation projects fail to achieve their goals, which is why the planning stage is so critical to the success of the implementation. As your Salesforce partner, we’ll start by walking through a Salesforce implementation planning checklist. Click learn more below to view the steps we follow to ensure a successful Salesforce implementation.

Planning Your Salesforce Implementation

As your Salesforce partner, we’ll start by walking through the following steps to ensure a successful Salesforce implementation:

  • Build Your Strategy: Start by getting your business units together to determine what goals they need to achieve with the CRM. What are their KPIs as an organization and what are those KPIs for each business unit? What are they hoping to achieve with this new CRM? When you’re thinking about your vision and strategy, you’ll want to ask yourself these questions:
    • How does Salesforce fit into your organization’s mission?
    • Define the initial objectives, and future objectives separately.
    • Be sure to prioritize and document these objectives.
  • Create a Governance Committee You’ll need to assemble a team to spearhead and sponsor the implementation efforts. Depending on the size of your organization, below is a recommendation on who you should ask to join your committee. All project teams should have the following participants:
    • An Executive Sponsor: The executive sponsor is someone who strongly believes in the power of the platform, and knows the value it will bring to the organization. They should be influential and be able to champion and support the project from conception through go-live, and beyond.
    • System Administrators: Your system administrators will be at the heart of your implementation. Not only will they need to have enough knowledge and understanding about Salesforce, but they’ll also need to have an in-depth understanding of your business processes, as well as the requirements from your managers and users.
    • Project Manager: A project manager will be a helpful resource to make sure that your project stays on track.
    • Power Users: Your power users will be helpful because they’re thinking about the end-user. They’ll make sure that the needs of the end-user, as well as management, will be met. Power users can also help with troubleshooting issues, and testing out solutions. Their feedback is very valuable in the process.
    • Trainers: Whether it’s a team or a singular trainer, they’ll be responsible for documenting processes and gathering and creating the appropriate materials to distribute to end-users. They’ll want to be thinking about adoption, how they will support your users, measure adoption, and encourage adoption.
  • Determine your Requirements & Prioritization
  • Creating a Project Plan: Together, we’ll start creating a project plan, by breaking down the project into different stages with specific timelines, and goals.
  • Determine Risks: Together. we’ll want to try to understand what are the potential risks, and how can we mitigate these risks. For example, we may have teams who do not want to use the CRM, struggle with adoption, or struggle with the learning curve. We’ll help you navigate these risks to make sure you’re getting your teams on board and getting the most out of your CRM.

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Salesforce Implementation

A custom Salesforce implementation allows your organization to successfully launch Salesforce. You’ll be able to accelerate how you do business and optimize your pipeline. Once the planning stage is complete, our 7 step implementation process can help get you there. Learn more about our 7 step Salesforce implementation process.
Salesforce Implementation

Our Salesforce implementation methodology:

  1. Discovery: Kickoff, GAPAnalysis, Scoping, and Spec Review.
  2. Design: Business Process Review, Solution Design, Technical Design.
  3. Build: Configuration, Customizations, Integrations, & Data Migration.
  4. Test: End-to-end testing, and user testing.
  5. Deploy: 
  6. Go-Live: Traning and Documentation Provided.
  7. Hyper-care: Support provided post-deployment.

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Salesforce Training

At the core of our training methodology, we believe you need to empower and educate your employees with role-based training that is specific to each department’s business processes and use cases. Creating customized enablement training courses, materials, and programs for each department is the key to successful adoption. We’ll help your organization create these custom programs while supporting your team in the rollout process. We use a structured approach that aims to remove barriers, to provide the best way forward for your team. Learn more about our training approach.
Salesforce Training

At Roycon we use a structured approach to role-based training that aims to remove barriers, to provide the best way forward for your team. We do this by:

  1. Developing Role-Based Training
  2. Providing Learning Materials
  3. Virtual and/or on-demand learning
  4. We train your trainer
  5. We provide post-training support

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Salesforce Adoption

Organizations that invest in a role-based training end-user training plan, benefit the most with the highest end-user adoption, smoother deployments, and receive the largest return on their investment. Through our training process, we’ll help you achieve the greatest level of adoption to ensure you’re getting the most out of your Salesforce Investment. We do this by leveraging several Salesforce Adoption Strategies for Success. To learn more about our Salesforce Adoption strategies, learn more below.
Salesforce Adoption

Achieving the greatest ROI from your Salesforce implementation is one of the largest shared goals amongst all organizations that use Salesforce. Through the following steps and strategies we’ll help you get there:

  • Demonstrate leadership buy-in and executive support.
  • Truly understand the pain points of your users, learn from them, and create strategic actions from them.
  • Prioritize training goals with a Salesforce adoption training plan.
  • Deploy with a small pilot group, a representative from each department, for testing.
  • Encourage the use of the Trailblazer community and practice the learning mindset of the Salesforce Ohana.
  • Measure Salesforce usage through reports and dashboards.
  • Create a channel to update users on Salesforce updates and a place where they can submit requests and report issues.
  • Track the data quality and remedy issues causing bad data.
  • Track the overall business performance.

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Salesforce Custom Development Services

Some organizations face complex business challenges and need to further customize their Salesforce CRM. When we can’t leverage out-of-the-box solutions like workflows, we can leverage Apex coding to handle complex business operations. Our Salesforce certified developers have experience working with native Salesforce apps, designing communities, and configuring complex workflows within the platform.
Salesforce Custom Development Services

Let our Salesforce Certified developers help your organization tackle those complex business challenges through Salesforce custom development.

Custom Apex Automations:

  • Apex Triggers
  • Apex Classes
  • Scheduled Apex
  • Apex Batch Classes

Custom User Experiences:

  • Lightning Components
  • Lightning Web Components
  • Visualforce

Custom Integrations:

  • REST Integrations
  • SOAP Integrations

Platform Development:

  • Heroku Custom Applications
  • Salesforce Connect Configuration
  • Heroku Connect Configuration

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Salesforce Change Management

Salesforce has 3 major product releases a year, that in conjunction with requests from users to customize the platform, and the growth your organization will experience, you’re going to need to implement an effective change management process. We’ll help you develop a change management process, that includes a way to focus on product enhancements while handling inbound user requests, all while effectively driving user adoption to achieve the highest ROI of the Salesforce platform. Learn more below to see our 9 step process for creating Salesforce change management programs.
Salesforce Change Management

Change Management: It’s one thing to be able to discuss desired changes, come to a consensus, and then dispatch individuals to do the work. It’s another thing entirely to do that effectively. Best laid plans can result in rather unfortunate and unintended consequences if there aren’t effective processes in place to ensure success. 

Technical Debt: It can be referred to in a lot of different ways. Ultimately, Technical Debt is a result of taking the “move fast, break things” approach to software development. If you prioritize speed and agility to arrive at working functionality at the expense of testing, documentation, QA, etc, then you’re racking up technical debt that will need to be paid back at some point.

As you might imagine, if you speed through the design, configuration, implementation, and deployment of features in Salesforce, there’s an extremely high chance that you’ll have to go back to square one and modify permissions, update ancillary metadata, modify reports and communicate change more effectively. Essentially, through the process of speeding through change, you created a bunch of additional work that you were going to need to do at some point, it was just a matter of when. If you’re constantly following this practice, the technical debt continues to increase, leaving your team with an almost insurmountable amount of band-aids, workarounds, and hot-fixes that have very little, if any, documentation. 

Standard SFDC Change Management (Sandboxes and Changesets)

Advanced Change Management (Salesforce DX, Git Repository, CI/CD)

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Salesforce Ongoing Support

With ever-changing business processes and 3 major product releases per year, it’s no wonder many organizations see the need more than ever for ongoing Salesforce support post-implementation. At Roycon we offer Salesforce ongoing support from technical strategy, to business alignment, to providing a Salesforce administrator as an extension of your team, so you can focus less on managing Salesforce and more on your business. Learn more to see how we help organizations evolve and grow.
Salesforce Ongoing Support

The pace of change will never be slower than it is today, organizations must not only be ready for change but embrace it. Salesforce is an ever-evolving technology and with 3 updates and upwards of 1,500+ new features released per year, keeping up to date with the newest features is a full-time job. Luckily, you don’t have to do it alone. We provide solutions that allow you to focus on running your business while we make sure to stay on top of industry trends, keep up to date with the newest features and clouds that Salesforce provides, and most importantly – provide trusted support to make sure your Salesforce instance evolves with you.

We’ll get you set up with the right amount of support, whether it’s a dedicated Salesforce certified administrator or a dedicated team, we’ll help your team handle tasks like: 

  • Service Requests
  • Feature Requests
  • Hotfixes
  • Declarative Automation
  • Configuration

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Salesforce Integrations

If there’s one way to increase end-user adoption and create a single source of truth within the Salesforce platform, it’s through Salesforce Integrations. By integrating the apps your team already uses, you can connect these business apps to your Salesforce org, creating one place for your team to log in and get all the information they need in one place. Learn more about how Salesforce integrations can enhance your end-user experience.
Salesforce Integrations

Our Salesforce certified developers can help you with Salesforce integrations:

  • Integration via Custom Development
  • Integration via Middleware
  • Integration via AppExchange
  • Native Salesforce Supported Integrations 

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Analytics & Reporting for Salesforce

Salesforce offers great out-of-the-box reporting functionality, where users can create their own reports, charts, and dashboards. Salesforce even offers many out-of-the-box reports to help you get started. However, some organizations need some sort of assistance whether to join third-party data or determine when to use standard Salesforce Reporting or Einstein Analytics. We’ll go through an exercise to determine what your KPIs are, what reports and dashboards you’ll need for different users and departments to leverage to make successful data-driven business decisions. Additionally, we’ll leverage Einstein to help you uncover the next best actions and trends so you can get ahead and make the best business decisions. Learn more about the dashboards that leverage AI to help you get ahead of your competition.

Salesforce Analytics and Reporting

Our Salesforce certified developers can help you create custom reports and dashboards. Some commonly created reports:

  • User Adoption 
  • Pipeline
  • Forecasting
  • Sales Activity
  • Sales Performance
  • Campaign Performance
  • Case Summary

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Salesforce Migration

Whether through an acquisition or starting a new Salesforce org from scratch, the Salesforce Migration will take some careful thought and consideration. We’ll take care of the process and Salesforce migration for you, so you can get back to running your business. Learn more about some of the steps we take to ensure you’ll have a successful Salesforce Migration.

Salesforce Migration

Ready to start over in a new Salesforce instance? We’ve got you covered.

  • We’ll ensure the metadata established in the new org matches the old org so we can seamlessly transfer data.
  • Complete customizations including new record types, fields, layouts, etc.
  • Develop your sharing models and new user groups.
  • Confirm Ownership rules.
  • We’ll develop a sandbox environment to test the migration prior to completion.

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