Salesforce implementation – Cloudity services

Quick implementation

Quick implementation of Salesforce is designed for smaller companies or teams that need a simple system configuration. The basic implementation (for example Salesforce Sales Cloud) is a service, which usually includes several licenses (users of the system) –  you can start the work with the system with one license and develop the system, when the organization will expand. 

This type of implementation starts with a workshop with the Client. Its goal is to gain full understanding of business needs and specific activities. At this stage, we also advise, which functionalities of Salesforce will be the most needed in organization and what areas of the business can be improved. Stage of business analysis usually takes one day at the Client’s office. 

After completing the initial workshop we proceed to configure the system and adapt it to customer needs, according to the concept, which was created during the workshop. This stage takes usually a few days, and it’s result is a testing-ready Salesforce instance.

For small and medium companies

One-day workshop

Configuration

Quick result and start the system

Extended implementation

Extended implementation of Salesforce is designed for larger companies and organizations. This type of service is a guarantee that, the system is fully adapted to the customer’s needs. Usually this type of implementation covers more than one Salesforce application  (for example, integration between Sales Cloud and Pardot or Service Cloud).

Team of developers is always one of the most important factors in this kind of implementation projects. The task of the team is to build custom solutions. This allows to satisfy the most complicated business requirements. We synchronize the system with other systems, used by clients . We focus on usability and reliability of solutions, so that the clients can focus on their core business.

The duration of the extended implementation is closely related to to the size of the project, the number of implemented solutions and the number of users.


The most important success factor in this kind of projects is deep understating during the initial workshop with Client. Its result should be the wide implementation concept based on the conscious business analysis. Workshops will take at least two days and should take place in the Client’s office. 

Ready implementation concept is the sign to start configuration of the system. We work in two-week iterations, which means that every two weeks we close specific areas of the project, which results are constantly consulted with the client. Advantage of our methodology is a possibility to acquaint the Client with the system as soon as possible.  It allows to avoid the introduction of solutions that are not consistent with the Client’s ideas and expectations.

For large organizations

Custom objects and integrations

Dedicated solutions

Cooperation in the two-week iterations

Complex tests

Integration with external systems

The key to the success of every implementation is to satisfy all needs of the client’s business. Often it is connected with many integrations with external systems. Salesforce products – usually Sales Cloud – become the command center, processing information from all sources.

Typical integration is an integration with ERP systems, marketing tools (eg .: Mixpanel or HubSpot), or online shops (eg .: Magento)..

Before we start building integration structures, we concentrate on the deep analysis i exhaustive description of Clients goals. When we have the 360 view of Client’s vision we start the process of synchronization what is possible thanks to cooperation of the business team and the developers team.

Besides standard integration we are happy to provide highly customized integrations. We kindly encourage you to contact us in case you need to integrate even the most complicated systems and apps with Salesforce products.

Integration of external systems with Salesforce

ERP systems, marketing tools, online shops

Coopeartion of business and developers teams

Send an inquiry

Duration and implementation pricing

Each client is different and has different requirements. The valuation of our services is possible after the initial contact and discussing business needs. We encourage you to fill out a form. This is the first step, then one of our business consultants will contact you with to discuss the project and prepare the Salesforce implementation offer.

Salesforce implementation – Cloudity services

Quick implementation

Quick implementation of Salesforce is designed for smaller companies or teams that need a simple system configuration. The basic implementation (for example Salesforce Sales Cloud) is a service, which usually includes several licenses (users of the system) –  you can start the work with the system with one license and develop the system, when the organization will expand. 

This type of implementation starts with a workshop with the Client. Its goal is to gain full understanding of business needs and specific activities. At this stage, we also advise, which functionalities of Salesforce will be the most needed in organization and what areas of the business can be improved. Stage of business analysis usually takes one day at the Client’s office. 

After completing the initial workshop we proceed to configure the system and adapt it to customer needs, according to the concept, which was created during the workshop. This stage takes usually a few days, and it’s result is a testing-ready Salesforce instance.

For small and medium companies

One-day workshop

Configuration

Quick result and start the system

Extended implementation

Extended implementation of Salesforce is designed for larger companies and organizations. This type of service is a guarantee that, the system is fully adapted to the customer’s needs. Usually this type of implementation covers more than one Salesforce application  (for example, integration between Sales Cloud and Pardot or Service Cloud).

Team of developers is always one of the most important factors in this kind of implementation projects. The task of the team is to build custom solutions. This allows to satisfy the most complicated business requirements. We synchronize the system with other systems, used by clients . We focus on usability and reliability of solutions, so that the clients can focus on their core business.

The duration of the extended implementation is closely related to to the size of the project, the number of implemented solutions and the number of users.


The most important success factor in this kind of projects is deep understating during the initial workshop with Client. Its result should be the wide implementation concept based on the conscious business analysis. Workshops will take at least two days and should take place in the Client’s office. 

Ready implementation concept is the sign to start configuration of the system. We work in two-week iterations, which means that every two weeks we close specific areas of the project, which results are constantly consulted with the client. Advantage of our methodology is a possibility to acquaint the Client with the system as soon as possible.  It allows to avoid the introduction of solutions that are not consistent with the Client’s ideas and expectations.

For large organizations

Custom objects and integrations

Dedicated solutions

Cooperation in the two-week iterations

Complex tests

Integration with external systems

The key to the success of every implementation is to satisfy all needs of the client’s business. Often it is connected with many integrations with external systems. Salesforce products – usually Sales Cloud – become the command center, processing information from all sources.

Typical integration is an integration with ERP systems, marketing tools (eg .: Mixpanel or HubSpot), or online shops (eg .: Magento)..

Before we start building integration structures, we concentrate on the deep analysis i exhaustive description of Clients goals. When we have the 360 view of Client’s vision we start the process of synchronization what is possible thanks to cooperation of the business team and the developers team.

Besides standard integration we are happy to provide highly customized integrations. We kindly encourage you to contact us in case you need to integrate even the most complicated systems and apps with Salesforce products.

Integration of external systems with Salesforce

ERP systems, marketing tools, online shops

Coopeartion of business and developers teams

Send an inquiry

Duration and implementation pricing

Each client is different and has different requirements. The valuation of our services is possible after the initial contact and discussing business needs. We encourage you to fill out a form. This is the first step, then one of our business consultants will contact you with to discuss the project and prepare the Salesforce implementation offer.