Our Salesforce Implementation Methodology


Hourly Rate: $175

One of the key aspects of CRMGuidance’s methodology, which leverages the flexibility of the Force.com platform, is our iterative approach to configuration and customization.

In the Planning and Design phase the focus is on identifying and defining the business and user requirements for the solution.  While it is important to establish a high-level solution concept, the goal is to document a broad scope and detailed design happens during the Build ad Test phase.

The Build and Test phase is driven by a series of iterative releases that allow the client to provide interactive feedback, clarification, and direction based on the actual solution as opposed to just documents. This approach also allows the solution to be flexible and conform to specific clients needs.

Plan & Design

• Business Process Review and Requirements Gathering
• Custom User Interface Design
• Data Migration Planning
• Integration Planning
• Deployment Planning
• Training and Change Management Planning
• Report of Findings Deliverables Packet

Build and Test

• Application Customization
• Custom Development
• Data Integration
• Quality Assurance and Solution Review
• Data Migration
• Curriculum Development

Deploy & Go Live

• Production Implementation
• Training & Administrator Knowledge Transfer
• Production Roll-out Support

Project and Change Management tasks and deliverables are unique to each phase and apply at various stages throughout the project.