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Salesforce Implementation Services.


With years of experience and a team of certified Salesforce professionals, Concept has the complete skill set to effectively implement Salesforce for your business. With experience across multiple Salesforce clouds, we understand the common implementation challenges that arise in any business throughout this process and take a proactive approach to tackle these in advance and help you focus on your business activities. As a certified Salesforce partner, we can implement complete solutions including various Salesforce integrations, customizations and data migrations to Salesforce to meet our client’s important business goals.

A Unique Approach to Salesforce Implementation

A good CRM system should be built around each step of the customer lifecycle. As Salesforce Certified Consultants, we work to ensure that all aspects of your customer lifecycle are captured throughout the Salesforce Implementation process to improve and streamline your business productivity.

Our Salesforce implementation process includes:

      Discovery & Evaluation

      Every Salesforce implementation process begins with a discovery meeting that allows our team to become familiar with your business needs and requirements. We work alongside your team throughout the evaluation process to ensure that you’re getting the right licenses and functionality to meet your business goals.

      Gathering Business Requirements

      After the initial meeting, we develop a CRM implementation plan to ensure you will be able to make the most out of your platform. We will work with your team to document your business requirements, integrations, functionalities, processes, and workflows that will be implemented within your Salesforce instance. We spend time identifying any limitations your current technology has in order to ensure these are being solved with Salesforce. We focus on your business’ unique products & services, KPIs, reporting & dashboard needs, and more.


      After requirements have been identified, documented, and agreed on, we begin the build-out process including the migration and importing of your data into your Salesforce.


      Once your data is fully migrated onto the Salesforce platform, we move on to the setup and configuration phase. More often than not, you’ll require customization to your Salesforce to maximize the use of your system. Concept’s team will ensure that your Salesforce is set up with the right security, processes, automation, and visibility through custom reporting and dashboards.

      Training & Adoption

      Salesforce training is a crucial step in user adoption and making your Salesforce Implementation successful. Effective implementation is only as good as the training done to bring your team up to speed on how to maximize the system. Concept provides Salesforce Training services that can help you bring your workforce onboard and drive user adoption rates.

      Ongoing Support & Optimization

      Effectively implementing Salesforce is a journey.  Continuously revisiting the system to improve and evolve processes as they grow and develop within your organization is crucial to driving ongoing adoption.  The need for ongoing optimization and support can result from a variety of things, including; identifying processes that weren’t initially crucial but are now a necessity, or implemented workflows and automation that need to be evolved for your business due to process changes. This ongoing evaluation and optimization can help assure your Salesforce Implementation goes past the initial roll. Our continuous ongoing Salesforce Support makes sure you hit the ground running with your Salesforce system.

    The Concept Difference.

    Concept offers a unique offering as a sales development and marketing agency. We assist businesses with being able to track any leads through any portion of the sales funnel. We develop a personalized reporting dashboard for every client. We want our clients to know how their leads and campaigns are performing. With our partnership with Salesforce CRM, our clients have been able to track their conversions from various media buying platforms.