Deploying a CRM solution in the Cloud

April 13, 2017

The Cloud makes it possible to considerably reduce the time required for the production and putting into production of the tool, since the entire infrastructure, installation and upgrade part is then dispensed with.

 

 

 

Less time, efforts and stakeholders make it possible to have a less expensive solution and also increases the chances of success of the project.

Let us take a look at the key steps involved in implementing such a solution.

Preparation and Collection of Requirements

The collection of the need, carried out in the form of workshops or formal exchanges with a Salesforce partner, makes it possible to identify the solution of cloud computing adapted to the company as well as the scope of the project.

 

The data is integrated into the application using "templates", shared between the client and the salesforce partner, making it easier to load data from the CRM provider.

 

The presence of a Certified consultant mastering business processes is essential during this phase.

Its involvement largely depends on the following phases.

 

Analysis and implementation

This functional need must now be translated into a set of techno-functional processes.

The Salesforce partner must validate the technical feasibility of each of the expressed needs and propose the appropriate technical solution.

 

In order to avoid a "tunnel" effect damaging to the success of the project, it is necessary to carry out regular reviews with the Salesforce consultant

These journals allow an exchange between IT and business, essential to the success of the CRM project.

 

In the event of a problem, they can be carried out in an iterative way until a reconciliation between "Business need" and "Technical solution" is made.

 

 


Delivery and training

Once the technical implementation has been completed, the client must validate that all the expressed needs have been understood and translated correctly in the software. This is the delivery phase.

This phase, often sloppy, is extremely important in the deployment process of CRM. It must allow the client to own the tool and to verify its proper functioning.

About training, two types of training can be proposed: Training for end-users to explain how to carry out daily tasks in a more simple and efficient way thanks to this new tool Training for administrators to learn how to perform routine business tasks (Adding fields, editing lists of values, editing products, price lists, taking into account New currencies, etc.) Training is a crucial step in the success of the project. It largely determines the adoption of the tool by users.

Your Salesforce partner in Dubai or Salesforce partner in Riyadh will recommend the best way for the training.

 

Deployment

 

This is the final stage of the realization. Once the Delivery phase has been satisfactory and the customer has validated that the solution meets all of its needs, it is time to install it on the final environment. In the case of a CRM Cloud, deliveries between different environments can be performed and monitored automatically. Support and scalable maintenance

Once delivered, it is important to sustain the system in the long term. To this end, user support must be provided to help users deal with the problems they encounter in their everyday use. It is also necessary to define a scalable maintenance service whose objective is both to correct bugs or major malfunctions, as well as to provide new functionalities.

A Salesforce partner or Salesforce consultant will help you maintain your solution on the long term.

 

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