Implementations & Integration Projects

 
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The Scenario.

So your business is ready for a CRM and you’re doing your research and shopping around. Perhaps you need an expert to give you insights into your different options. Or, you’ve decided on Salesforce and are ready to start the implementation process.

Or maybe you already have Salesforce, but you’d like to add another SFDC Cloud, product, update your system, or integrate with other systems.  

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The Solution.

Regardless of where your company is at in their CRM journey, OSU Solutions is your strategic partner from start-to-finish on your Implementation and Integration Projects. Our holistic approach has been refined over 30-years of advising companies on CRM best practices.

We will help you determine which Salesforce Clouds and products are right for your organization, negotiate your licensing agreements, create a custom scope, handle development, train your team, and provide ongoing support.

When Do Clients Utilize Implementation & Integration Services?

  • They are implementing Salesforce for the first time.

  • Moving over to SFDC from another CRM or legacy system.

  • They are adding a Salesforce Cloud.

  • Integrating with third-party applications or systems.

  • Reviving a Salesforce implementation gone array.

 
 

Implementation Process.

  1. Leadership Discovery & Research Alignment 

  2. Develop Scope & Estimate Timeline

  3. Deliver & Review Refined Scope Document with Leadership

  4. Information Gathering & Business Process Modeling 

  5. Delivery & UAT

  6. Go Live

  7. User Training & Testing

 

Types of Project Services

Fresh Implementations | Architecture & Scoping | Multi-System Integrations | Implementation Revival | System Upgrades | Custom Development | Data Transfers | Code Review & Cleanse | Bug Fixes | Security | SFDC Implementation Rescue