In today’s challenging economy, many companies are having difficulties finding an experienced Salesforce.com implementation partner willing to work within a limited budget. DPM Technology Solutions is experienced at building low-cost, effective, and award-winning Salesforce.com platforms for non-profit, for-profit, and public-sector companies. DPM Technology Solutions offers Certified Salesforce.com Administrators that will work with you through all steps of the process:

​

​

Project Planning and Business Process Review  (BPR)

​

• Determine Project Objectives, Priorities and Goals

• Conduct a project kickoff meeting

• Work with core users to understand today’s business processes and pain points

 

The Business Process Review (BPR) is to facilitate the mapping of business processes to Salesforce.com, such as: identify the configuration, data migration, and training required for the implementation.

 

• Project Objectives and Goals

• Gap Analysis – Functional and Data Assessment

• Functional Requirements and the Salesforce.com Design to meet those requirements

• Security - Application Administration, User Roles and Security rules

• Data Migration - Requirements and a High-Level Design to meet those requirements

• Integration Requirements and a High-Level Design to meet those requirements

• Training Requirements and the Training Execution Plan 

​

​

​

​

Communication Planning and Execution

 

Establish a communication plan to facilitate the execution of plan throughout the entire project.

Define audience(s) requiring communication such as Stakeholders, Sponsors, etc…

​

​

​

​

Configuration and Development

 

Configure the Salesforce.com application:

​

• Set up Standard and Custom Apps, Objects, and Fields

• Program Triggers and Workflow Rules to automate processes, Validation and Escalation Rules to ensure data quality and performance

• Design and customize Page Layouts and Communications Templates

• Design Data Security Structure based on Profiles, Roles, Field-Level Security and Sharing Rules

• Create Custom List Views, Reports, Reporting Systems and Dashboards based on user and executive specifications

• Oversee Data Migration via Apex Data Loader and Standard Import Wizard

• Design and Build application extensions such as Web-to-Case, Web-to-Lead, Visual Force Pages, Salesforce Sites, Salesforce Mobile, and the Self-Service and Customer Portals

• Develop Data and Application Integrations (QuickBooks expert on staff); provide full vetting and oversight of Appexchange vendors, product testing and installation

 

(Partial List of Available Services)

​

​

​

​

Application and Data Review

 

Testing and Review period is an extension of the Configuration & Development phase, where users review the configuration of the Salesforce application (Application Review). This is typically done while the Configuration & Development phase is still in progress. Prior to go-live, time is set aside for a review of the migrated data within the new configuration (Data Review). 

​

​

​

​

Training and Support

 

• Training Manuals.

• Virtual Training using Go-To-Meeting

• Quick Reference Guides

• FAQ

• Information on accessing Salesforce.com provided training and the online Help

• Addition of “Quick Links” to the Training Materials on the Salesforce.com Homepage or a Custom Tab

• Identify future training needs – both administrator and end-user

• Future support available to leverage new technology during subsequent feature releases.