Sales Cloud

The Ultimate Solution For Augmenting Your Sales Process

Key Features of Sales Cloud

• Lead and Opportunity Management
• Account and Contact Management
• Mobile Salesforce Automation
• Customizable Dashboards and Reports
• Collaboration and Communication Tools
• Forecasting and Pipeline Management
• Customizable Page Layouts and Record Types

Full Sales Cloud Implementation Approach at Synconai
As Salesforce Consultants at Synconai, we understand the significance of tailoring Sales Cloud to precisely meet the unique needs of your organization. Our comprehensive approach to a full implementation of Sales Cloud encompasses the following steps:

1. Assessment and Planning
The initial phase of our implementation process is centered around understanding your organization’s current sales processes. As Salesforce Consultants, we conduct workshops, review existing systems and processes, and identify opportunities where Sales Cloud can bring substantial value. Based on this analysis, we craft a comprehensive implementation plan, delineating the scope, timeline, and necessary resources for the project.

2. Configuration and Customization
With the implementation plan in place, we proceed to configure and customize Sales Cloud to align with your organization’s specific requirements. Our services encompass setting up lead and opportunity management, account and contact management, and the creation of custom dashboards and reports. We also configure the mobile app to empower your sales representatives with access to critical information while on the move.

3. Data Migration and Integration
Data serves as the foundation of any CRM system, and a seamless data migration is pivotal for implementation success. As Salesforce Consultants, we collaborate closely with your team to ensure the accurate migration of all relevant data to Sales Cloud, including leads, opportunities, accounts, and contacts. Additionally, we facilitate the integration of Sales Cloud with other systems and tools as needed to streamline your operations.

4. Solution Testing
Our extensive experience as Salesforce consultants, with hands on experience, underscores the importance of thorough testing in any Salesforce implementation project. During this phase, we rigorously assess the functionality and performance of Sales Cloud to ensure it meets your expectations. To achieve this, we adhere to best practices in testing, including:
• Test Plan Development: We collaborate with your team to establish a comprehensive test plan, defining the scope, objectives, strategies, and responsibilities for each team member.
• Test Data Preparation: We assist in preparing and loading test data into the Salesforce system, meticulously ensuring its accuracy, completeness, and alignment with testing objectives.
• Test Case Execution: Our team diligently executes all test cases, encompassing functional testing, integration testing, and regression testing, among other critical aspects. This comprehensive approach validates that all customizations, integrations, and configurations perform as intended.
• Test Case Documentation: We maintain meticulous records of all test cases, results, and any encountered issues throughout the testing phase. This documentation serves as the basis for tracking and resolving any issues, ensuring the fulfillment of all testing objectives.
• User Acceptance Testing (UAT): We coordinate UAT with your end-users, allowing them to assess the system to ensure it aligns with their requirements and expectations.
By adhering to these rigorous testing processes and best practices, we guarantee that the Salesforce implementation is thoroughly evaluated and prepared for a successful go-live phase.

5. User Adoption and Training
At Synconai, we recognize that user adoption is pivotal to the success of any CRM implementation. As Salesforce Consultants, we collaborate closely with your team to ensure that all users are proficiently trained in the new system. We provide comprehensive training sessions to equip your team with the skills and knowledge needed to effectively use Sales Cloud for managing their sales processes.

6. Ongoing Support and Optimization
Following the completion of the implementation, Synconai remains committed to providing continuous support and maintenance as your dedicated Salesforce Consultants. Our services encompass regular check-ins, performance optimization, and the implementation of new features and functionalities as your organization’s needs evolve. We are your long-term partner, ensuring that Sales Cloud continues to meet and exceed your organization’s evolving requirements.

As a certified Salesforce Consultant, we at Synconai have the expertise necessary to deliver a successful implementation of Sales Cloud. From assessment and planning to configuration, data migration, and user adoption, we provide a comprehensive approach to Sales Cloud implementation tailored to meet the specific needs of your organization. With hands-on  Salesforce ecosystem and having worked with various industries, we have a deep understanding of the step-by-step implementation of Sales Cloud in your organization. Your success with Sales Cloud is our top priority, and we’re committed to delivering a solution that aligns with your goals and requirements.

Your Trusted Salesforce Consultant at Synconai

With a focus on customer-centricity and a proven track record of delivering results, Synconai is confident that we can help your organization streamline sales processes, improve sales performance, and drive growth. Whether you are just starting to explore Sales Cloud or looking to optimize an existing implementation, we are here to support you every step of the way.

So, if you’re ready to take your sales processes to the next level, let’s talk about how Synconai can help as your trusted Salesforce Consultant.