We take Salesforce from statement of work to go-live: requirements, design, build, data migration and training. You end up with one system your teams use, not another spreadsheet beside it.
These are the problems a Salesforce implementation should solve first, and the ones we plan the project around.
Leads, orders and conversations sit in email, Excel and old systems, with no single record of anyone.
Each business unit sells its own way on its own system, so nobody can see or cross-sell across the group.
Management reporting is assembled manually, and it's out of date before anyone reads it.
Scoped per project in the statement of work.
Solution, timeline, team and cost agreed with stakeholders across the business before work starts.
An interactive workshop with management and users, written up as a detailed requirements document.
Every field, rule and integration specified in one design document you review and sign off.
Lead-to-opportunity stages, record types, quoting and validation rules shaped to how each team works.
A clean move from legacy systems, plus links to email, ordering and finance tools where you need them.
Full team training before go-live, then technical support from the people who built it.
Our seven-step delivery process, grouped into five stages.
Key stakeholders refine the scope into a statement of work covering solution, timeline, team and cost.
An interactive workshop with management and stakeholders produces a detailed requirements document.
Field-level and technical detail captured in a Configuration Blue Print, ready for your sign-off.
Show-and-tells during the build, then an end-to-end demo for your testing and sign-off.
Full team training, go-live with our team on standby, then a plan for the next phase.
For the people who'll sign the scope off. Everything here is confirmed in the statement of work before the build starts.
One history of every lead and client, a defined sales path and automated reporting for a renewable energy developer.
The project was managed in great detail and we knew exactly what we needed to input into the process at each point… all of the work that Seamless Ideas did upfront has ensured smooth implementation and user-engagement.
No. Plenty of implementations start from inboxes and spreadsheets. The requirements workshop is where we map how you work today.
Yes. CRM migration is one of our core Salesforce services, and it's planned field by field in the design stage, before cutover.
Scope, timeline, team and cost are set out in a statement of work before the build begins, so you know what you're signing up to.
Yes. Larger projects can be broken into releases, so each one delivers value within your team's capacity and budget.
Yes. We critically review the system you have, then give you a detailed migration plan with cost and timeline estimates.
Our team stays on standby for user and technical support, and we keep in touch to plan the next phase. Managed support is there if you want it retained.
Not just as instructed
Tell us the outcome you need, and talk it through with one of our certified Salesforce consultants.