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Salesforce Implementation

Salesforce is powerful and, out of the box, empty. We configure it around how your team actually sells and supports customers, migrate your data cleanly, connect it to the rest of your systems and train the people who will live in it.

Estimate your scopeTalk to us
3 to 8 weeksTypical timeline
Fixed priceQuoted before we start
You own itCode and data
A CRM your team actually usesLive illustration
One pipeline
everyone sees the same truth
Automated
follow-ups, tasks and alerts
Adopted
trained team, clean data
What's included

Everything a salesforce implementation project covers.

Set up, customize and connect Salesforce around your sales and service process, with clean data and reports your managers rely on.

01

Sales Cloud and Service Cloud setup

02

Custom objects, flows and automation

03

Migration from spreadsheets or another CRM

04

Training, dashboards and ongoing admin

Good fit ifyou bought Salesforce and nobody uses it, or you are outgrowing a basic CRM.
How it works

Four steps, working software every week.

A fixed price, a written plan and weekly builds you can try. Here is how it plays out for salesforce implementation.

Process workshop

Stages, fields, who does what. We keep only what the team will fill in.

Configure

Objects, page layouts, flows, permissions, email templates and dashboards.

Migrate and connect

Clean import from spreadsheets or your old CRM. Links to email, calendar, accounting and your website.

Train and support

Role-based training, a cheat sheet, and monthly admin so it keeps matching the business.

Scope estimator

What do you need? See a timeline instantly.

Tick the pieces of your project. The estimate updates as you go, and you can send it to us with one click.

Estimated timeline

    Send this scope to Vextora
    Tools and industries

    What we build with, and who we build it for.

    Technology we typically use

    Sales CloudService CloudFlow BuilderApexLightningData LoaderPardot

    Industries we have done this for

    Real Estate

    Listing and lead-capture websites

    Finance & Insurance

    Client onboarding with e-signature

    Non-Profit & Government

    Donor and member management

    Professional Services

    Client portal and document workflows

    Questions

    Things people ask about salesforce implementation.

    We already have Salesforce but nobody uses it. Can you fix that?

    Yes, that is the most common starting point. We simplify what is there, remove fields nobody fills in, automate the busywork and retrain the team.

    Which edition do we need?

    We will tell you after the workshop. Many small teams are over-licensed; sometimes a lower edition plus a few flows does the job.

    Can you connect Salesforce to our other systems?

    Yes. Accounting, website forms, email, phone systems and custom apps are routine integrations.

    Ready to talk about salesforce implementation?

    Tell us what you have today and what is not working. We reply within one business day with a plain-language plan.

    Start a projectEmail us