Every new project we take on starts with a discovery phase. This is when we listen to your objectives, pain points, and the ideal outcomes for your business once this solution is in place. This step is also where our team will work together to share your process.
During the discovery stage, Cloudsquare's team will interview you to understand and capture the detailed business requirements of the new system and outline them in the project plan. We will analyze your work processes, define how a Salesforce custom application development can support and enhance your internal processes, design your vision, and set goals to break the project into manageable phases.
Customization and configuration
Our methodology helps us build a revolutionary tool that can enhance your organization's work while bringing an abundance of benefits to your users and increasing employee experience.
Once both our teams have validated your new design from a technical and organizational standpoint, it’s time for our development and implementation teams to do their magic. Our holistic approach ensures that the solution ties in seamlessly with the way you do business. We will design workflows to tailor your Salesforce solution, making it scalable and easy to use to provide your team with the tools and information they need and meet your business objectives.
One of the services we perform in our development process is to carry out the needed integrations. So, your Salesforce solution can synchronize with third-party systems such as electronic signatures, email providers, or document management systems to improve business productivity and ensure the increased visibility of crucial data between the integrated applications.
Our expert consultants have the experience to prepare a strategy to successfully migrate the data from the old system to the new org. In our data migration stage, we ensure no duplicated leads and accounts are imported into the new system while creating a mapping of the data so the client can easily find the information they are looking for in the right location, following Salesforce best practices.
We are equipped to handle the most complex migration challenges successfully.
System Setup & Reporting
During this step, our team works on optimizing your user experience and workflow. We grant permissions to users as needed, create the required reports and dashboards, and configure dashboards and list views for the ops team to have visibility into their own work.
User training & Go-live support
Our Salesforce consultants will be by your side well after launch, monitoring your environment and finding ways to make the enhancements you’ll need to continue growing with the platform.
Once our team has successfully completed the development of the project for your company, we engage in company-wide training before going live. We train users on the new system functionalities; this will allow you to provide feedback on minor changes while also reporting on any possible bugs. We offer support for any post-go-live request and make immediate changes to production.
Evolution and Continuous Support
Our services do not end with Go-live. Manage Services is an optional Salesforce support designed for organizations that want to continue enhancing their Salesforce platform over time. Salesforce Managed Services can be leveraged across the most common Salesforce products, including but not limited to Sales Cloud, Service Cloud, Experience Cloud, Pardot, Platform, and CPQ.