Salesforce Implementation

We Implement for success.

Whether you’re an established organisation with extensive business processes or a startup just getting going, we can help you implement Salesforce. Setting up Salesforce correctly is essential to see the return on your investment, have satisfied users and improve your business operations.

 
 

Discuss Salesforce Implementation

Fill out our contact form and we’ll be in touch within 24 hours. Alternatively you can email us: enquiries@systep.co.uk
or call 0117 427 0138

Name

Our Approach

We take a practical and professional approach to implementing Salesforce for your organisation.

A practical approach because we recognise that your organisation still needs to function properly while we implement Salesforce and we seek to minimise disruption so we take into consideration:

  • Different technical abilities of your staff

  • Any existing business processes which may need to change

  • Data cleansing, conversion and loading from various sources (including spreadsheets)

  • Any parallel running requirements with your existing systems

A professional approach that gives you and your team assurance that the project will successfully complete on time and on budget:

  • Excellent client communication with regular project updates based on agreed timetables

  • Flagging of issues as they arise and doing what’s best for your organisation

  • Documentation of key aspects of the system to facilitate maintenance

  • Detailed billing reports to help you monitor the project cost

What’s Included?

Whether you choose a Standard or Quickstart Salesforce implementation, we deliver a system which is configured to Salesforce best practices. Here are just a few of the tasks and deliverables we can provide when implementing for your organisation.

License and Package Selection

Salesforce has an extensive offering of licenses and services which can pose a significant challenge to choosing what’s right for your Salesforce implementation.

As a Salesforce Partner, Systep can help you make the right choice by working with you and Salesforce Account Executives to identify exactly what you need and achieve the best possible package pricing for your organisation.

Bespoke Development & Integrations

We extend and enhance your platform with tailored development and seamless integrations that support your wider technology ecosystem.

  • Custom development using LWC (Lightning Web Components) and Apex

  • Third-party and API integrations using MuleSoft, Zapier and native tools

  • AppExchange and external applications including FormAssembly, DocuSign, LinkedIn and others

  • Secure, scalable integrations aligned to your architecture

Baseline System Setup

  • Users, Groups, Roles, Profiles & Permission Sets

  • Page Layouts, Record Types & Field Validations

  • List views, Dashboards / Reports

  • Email Alerts / Templates

  • Branding & Logos, Time zones & currencies

  • Sharing Rules

Data Migration, Training & Documentation

We help your teams adopt the platform confidently with role-based training and easy-to-follow documentation.

  • Individual Salesforce user training tailored to different roles

  • Creation of user guides and professional documentation, including flowcharts for key functional areas

  • Importing data from any source system

  • Mapping of picklist values across systems

  • Data formatting and validations during import

Process Automation

We design and implement Salesforce automation that streamlines processes, reduces manual effort and improves data quality across your organisation.

  • Approval processes tailored to your business rules

  • Automation using Salesforce Flows and Apex

  • Automated notifications and email communications

  • Web-to-Lead configuration to capture and route enquiries

  • Email-to-Case setup for efficient case management

Standard Implementation

A Systep Salesforce Standard implementation is for those organisations which require a bit more than our QuickStart packages.

Best solution when

  • Integrations with other systems required

  • Multiple interdisciplinary project teams involved

  • Business analysis and process re-design expected

  • Part of a larger change programme

  • Extensive data conversion, cleaning and loading required

Key Points

  • We will meet with you and your key project members to map out the project plan with you and provide an estimate of time and cost

  • You are provided with detailed weekly billing usage reports to help you manage your project and stay on track

  • We can project manage the project or work as a resource in your team

Quickstart Implementation

A Systep Salesforce QuickStart Implementation is a great way to get started quickly with implementing and using the Salesforce system in a matter of days.

Best solution when

  • Budget constraints

  • Timetable is short

  • Minimal customisation required

  • Minor automation and advanced features needed

Key Points

  • We offer three fixed price options to get you started with a QuickStart Salesforce Implementation.

  • Additional work beyond the package allowance is charged on an hourly basis

Discuss Salesforce Quick Start

Speak with a certified expert to implement your Salesforce system.