Salesforce Implementation – Simplified

At Seaport Consulting, we excel at implementing Salesforce for businesses at every stage.

Whether buying your first Salesforce product or adding a new one to your existing system, we ensure a smooth and effective setup from beginning to end.

Implementation Tailored to Your Needs

Our process begins with a comprehensive discovery phase. We don’t just configure software; we understand your current processes and how you envision them working in the future. This helps us align the software with your business needs. Our experts conduct a thorough process review and gather detailed requirements, creating a full project document for your approval before any configurations begin.

Total Transparency and Collaboration

Throughout the build, we maintain full transparency with weekly updates and demonstrations that allow us to see progress and provide feedback. Once the system is built, we conduct extensive user testing together to ensure it meets expectations, guiding you from start to finish and ensuring your Salesforce platform runs precisely as needed.

Implementation Driven by Goals

Seaport Consulting aims to empower your business with a Salesforce system tailored to your unique processes. By understanding your needs and working closely with you, we deliver a solution that drives process efficiency and growth. With Seaport Consulting, your Salesforce implementation is in expert hands.

New Salesforce Implementations

For new Salesforce implementations, Seaport Consulting expertly builds your system, conducting user acceptance testing and writing scripts to ensure the best results. We handle all aspects of implementation, including deployment, data migration, and comprehensive training, to create a solution that works seamlessly and empowers you to use and manage it effectively now and in the future.

Implementation for Existing Salesforce Systems

For existing Salesforce systems, our firm provides ongoing service, training, and support. These services include recommendations and best practices, ongoing updates, and retraining. These services enable you to use and manage your Salesforce system independently, ensuring long-term success and efficiency when you need it most.

Implementation Services

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Business Process Review

  • Initial discovery
  • Requirements Gathering
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Business Process Review

  • System setup based on best practices
  • Customized Salesforce Applications (To Meet Process Needs)
  • Security configuration
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Data Migration & Integration

  • Data cleaning recommendations, mapping, and importing
  • Integration with 3rd party applications
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Training & Best Practices

  • Training
  • Best practices recommendations

Ready to Experience the full potential of Salesforce?

Let  Seaport Consulting streamline your integrations and elevate your tech stack. Contact us today to get started.