Salesforce Consulting

Salesforce Consulting

New Era Cloud, as a leading UK Salesforce partner, offers comprehensive Salesforce consulting services that encompass the entire Salesforce project lifecycle. Our team of certified Salesforce consultants, equipped with extensive industry experience, is dedicated to delivering impactful solutions for scale-up, digital transformation, and growth initiatives across teams, departments, and organizations. With a strong emphasis on best practices, boosting productivity, and fostering growth, our proven agile approaches ensure a forward-thinking strategy for sustained success.

Salesforce Consulting – Agile and Predictable

Salesforce Consulting is at the core of our expertise, providing a time-tested process that ensures consistent and predictable results. With a blend of agility and flexibility, we tailor the pathway to align seamlessly with your organization’s unique skills, resources, and character. Our collaborative approach, refined over the past 30 years, is proven and robust, empowering project teams to achieve successful outcomes. Partner with New Era Cloud, a leading UK Salesforce consultants, to unlock the true potential of your Salesforce initiatives.

Salesforce Consultuing and Implementation Project Process

Salesforce Consulting | Requirements Gathering

01.

Gathering Requirements

Working closely with key stakeholders throughout the business, we conduct comprehensive 1-2-1 and group interviews to identify pain points, growth opportunities, productivity enhancements, and areas of collaboration with other teams, processes, and systems. By prioritizing the most crucial areas to address during your Salesforce project, New Era Cloud ensures effective solutions are delivered.

02.

Mapping requirements to functionality

Mapping the top business and mission-critical project wins to solutions functionality provides valuable insights into how the needs will be efficiently addressed and delivered, leveraging standard “out-of-the-box” functionality, optimizing comprehensive development, and seamlessly integrating bolt-in applications to enhance the final solution.

Salesforce Consulting | Mapping Functionality
Salesforce Consulting | Process Definition

03.

Process defintion

It is crucial for an organization to have a clear vision of its desired “future state” ultimate business process or solution. By leveraging internal knowledge of necessary procedures and external expectations, your Salesforce project success is ensured. The foundation and stability of the project must be preserved at its core. New Era Cloud embeds the significance of these factors in delivering exceptional results.

04.

Configuration and Custom Development

Securing the most out of the “out-of-the-box” functionality provided across the wide range of Salesforce solutions requires our professional certified Salesforce consultants to maximize the configuration options. Only then will we consider the need for custom development and additional applications.

05.

Conference Room Pilot

Measuring success is essential for every Salesforce project. At New Era Cloud we recognize the significance of constructing and crafting robust testing scenarios and scripts. Collaboratively, our teams ensure the endurance of your solutions by subjecting them to comprehensive testing, from individual parts to end-to-end evaluations. Through continuous refinement and retesting, we ensure their readiness for user acceptance testing.

06.

User Acceptance Testing

The Salesforce project team will have conscientiously constructed a solution aligned with the detailed requirements and aspirations of the organization. Now, it is the perfect moment to invite a chosen group of key end-users the opportunity to independently trial, test, and validate the solution, while offering valuable feedback to the Salesforce consulting and organization project team for careful consideration.

07.

End User Training

The wealth of solution knowledge acquired throughout the Salesforce project now translates into a meaningful end user experience. We can now share specific, relevant packages of process and solution training, accompanied by new organization standard operating procedures (SOPs), with the end users. 

08.

Go Live!

Contrary to popular belief, this is not a “thing”. It is not a distinct phase or a defined period within the project. Instead, it marks a pivotal moment of commitment. It signifies the point at which you begin incorporating the solution into your daily workload. That’s all there is to it. However, what follows next holds utmost significance and forms the bedrock of your success.

09.

Post Go Live Support

It is essential to Salesforce project success that end-users continue to be supported in their efforts to embed the siolution into their daily working lives. A pre-defined continued period of support from designated members of the Salesforce project team, who are now internal experts, will ensure solid knowldge transfer and solution adoption. New Era Coud support the organsiation through personalised Solutions Assurance and Managed Services.

Featured Customer Success Story

“We’ve got our fees and all of our client values managed with a single click each month, saving us at least a week of work per month.”

Salesforce Custom Developmenent | Customer Success Story