Salesforce Implementation
Salesforce is a powerful tool if it is implemented correctly. Vetrus Solutions will work with your team to create a custom solution that will drive user adoption and sales performance.
Vetrus Solutions will work closely with your team to understand your business, and then will design and implement a Salesforce instance that takes full advantage of its dynamic features. We will build a custom solution, tailored to fit your business's unique needs. The carefully considered design and roll-out of your Salesforce instance will drive user adoption and sales performance.Implementation components include:
- Migrating data from outside sources into Salesforce
- Integrating with outside systems
- Adding initial Salesforce users. permissions, and privacy settings
- Configuring all necessary standard Salesforce objects such as opportunities, accounts, leads, activities, orders, quotes, and contacts
- Configuring any necessary custom objects
- Adding custom fields to capture data that is important to you
- Adding automation to save your team time on repetitive tasks
- Creating analytical tools including reports and dashboards that allow you to stay on top of your sales goals
- Configuring web to lead functionality
- Setting up email integration between Saleforce and Gmail and/or Outlook
- Helping users install and use the Salesforce1 mobile app
