Engage with our team of Certified Administrators and Developers to implement your custom Salesforce platform within 40 hours.
Project outline call to review requirements, identify users and key roles, and coordinate specific requirements pertaining to your business.
Solution Design Workshop
Review of Salesforce core objects and their functionality, and how they will be used in your CRM environment.
Setup of the Lightning App for each user’s profile to ensure they see information relevant to their role, clients, and opportunities upon login.
Connect on both Windows® and Mac® using any popular browser. Also available through Android and iOS for mobile access.
Custom training document created specifically for your Salesforce implementation, user profiles, and business objectives.
A comprehensive walkthrough of the Salesforce platform tailored to your business, led by a Silo Connector’s Certified Administrator.
A review of your specific Solution Design, how it was incorporated by our team, and a final review of the implementation wrap-up.
Best Practices Training
Lastly, we train users on key items to maintain a clean and efficient Salesforce platform. This includes data quality, duplicate management, and much more.