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Salesforce Implementation

We know that every company has their own specific processes in place. Our aim is to find the best combination of your process within the Salesforce logic.

Our method starts with analysing your business needs and processes with the goal of implementing a solution that fits your company seamlessly.

What is Salesforce implementation?

Salesforce implementation is the process of setting up the SFDC platform for your company while taking into account the business processes, requirements, and goals. 

During an initial workshop, we will deep dive into your current workflows and discover your objectives. We will suggest modifications that will optimize your processes without compromising your values. 

After the implementation process, we will be there to train and support your employees. We make sure to maximize user adoption and minimize any bugs and issues. 

The 6 step Salesforce implementation checklist: 


Our process starts with analyzing your business needs and processes with the goal of implementing a solution that fits your company seamlessly.

The key is to find out what kind of configurations, customizations, integrations and migration are needed (if needed at all!).

During this phase, we define the goal, the detailed work plan, and the timeline of the project.

Configuration and customization

Configuration is when the default capabilities of Salesforce are modified. This only involves point and click features.

An example would be adding new fields, creating workflows, codeless automatisation, creating additional reports, adapting the user interface, changing page layouts, etc.

Customisation refers to further development of the Salesforce platform with the help of Apex code to meet your requirements and business goals. 

In some cases, more robust personalisation is needed. Usually, this happens when certain business processes cannot be executed with the default Salesforce setup alone.

In these cases, customisations can be built to extend the functionality of your CRM to reach your business goals. 

An example of a Salesforce customisation is to use Visualforce to build custom user interfaces to create a better user experience in an application.


To ensure transparency and seamless data flow, integrations with third-party systems like eCommerce platforms, call centers (CTIs), ERPs, or payment applications might be needed.

Depending on your needs, integrations can be done through SOAP API and for more complex cases through Apex Web Services or Apex Callouts.

Data migration

No need to worry about losing your data - we will seamlessly migrate all your data to the Salesforce platform while minimizing downtime and negative impact on your business. 

To make sure everything goes smoothly also in the future, we make sure to coach the Salesforce Admin on how to use tools for data migration such as Dataloader.


Training is essential in order to ensure full adoption of the new CRM tool. We offer different types of training packages depending on your needs and group size. 

Support and follow up

Once your brand new Salesforce is up and running, we don’t just leave you on your own.

Our experts will be there to help and support you with any questions and needs. 

Salesforce implementation
across all clouds:

Sales Cloud

A CRM created to manage all your customer interactions from a 360° perspective

Service Cloud

Streamline your company's customer support and call centre needs by efficiently managing your customers as you scale

Community Cloud

A platform enabling you to connect to your customers, partners and employees to easily share records and data they need to get work done

Marketing Cloud

A complete set of B2C marketing tools for connecting with your customers on all channels at any point of their interaction journey with you


Automate your B2B marketing by bringing high quality leads to your sales team

Commerce Cloud

Full set of B2C and B2B e-commerce solutions for companies looking to sell products and services online

our services

Learn more

Sales Cloud in action

Find out what Alexandra Biermann, Sales Assistant at Bewotec thinks about using Salesforce for her sales activities.

Pardot in action

Find out how the Marketing Director of Bewotec, Marion Köhlbach, uses Pardot for all her marketing activities.

Are you ready to empower your business with Salesforce?