Questions to ask before getting started.
It’s important to make the most of your investment – from initial setup and customizations to automation and analytics.
“Organizations run better when everything works together. Integrating data across enterprise silos helps optimize Salesforce platform value by creating a trusted single source of truth. Being able to connect data from virtually any system to generate real-time insights for personalized customer experiences is essential to creating the kind of value that is transformational across the enterprise.”
—IBM Institute for Business Value report, “The State of Salesforce 2023-24”
Salesforce® Implementation & Org/Data Migration
It can be confusing and overwhelming to learn the Salesforce platform and understand its intricacies; we see this sometimes when clients come to us after struggling with their implementation.
A client needed data moved from a Google spreadsheet to our project management app Milestones PM+ and spread out over several projects. However, many Salesforce consultants told them this wouldn't be possible.
Leveraging our knowledge of the Salesforce platform, our services team got the data set imported and correctly organized via Flow into various projects in Milestones PM+. We also provided training for the client.
Salesforce implementation doesn’t need to be a painful experience. A successful implementation starts with asking the right questions:
- What are your goals?
- What’s your timeline?
- Who will be your project manager?
- What other employees will be involved from your team?
- Do you have a post-implementation plan?
Choosing the Best Salesforce Tools
Your goal is to get the most out of Salesforce, right? But choosing the right tool for your needs can be challenging. Plus, add-ons like CPQ, Field Service, Pardot, Quip, Salesforce AI / Einstein 1 Platform, and maps, can be a hassle to set up.
When getting started, ask:
- Is the setup being done properly?
- Is access enabled correctly without sacrificing security?
- Are we taking advantage of the Salesforce platform? Do we need:
- Low inventory notifications
- Large order alerts
- Approval reminders
- Response time reports
- Real-time tracking dashboards
We’re Here for You
Passage Technology is the leading trusted experts to deliver analytics, project management, and Lightning-based solutions on the Salesforce Platform, offering custom solutions and consulting services to businesses around the globe. What can you expect when you work with us?
Whether you’re facing challenges with a data migration or implementing Salesforce for your company, we’re ready to earn your trust and help deliver on your vision quickly, optimizing for scale and performance. Speak with our services team and ask about our quick start guarantee in a free one-hour consultation.
