Business Process Definition Quickstart

To define your business process or processes, it's important to understand both key Salesforce CRM terms and how an implementation works. That means defining what happens at each step: what inputs are needed, who does what, and how to measure the results.

When defining your Implementation process, it helps to follow these steps:

As an implementation partner of Salesforce, Configero provides implementation, training and support in the following: Salesforce platform, data migration, development, and health checks analysis of your Salesforce instance.

Twitter
Facebook
LinkedIn

Implementation Services

To ensure that each and every Salesforce.com project is executed effectively and exceeds expectations, Configero offers complete implementation services that go above and beyond your typical implementation partner. As an included benefit of each implementation process, Configero will spend the time to understand your business requirements and guide you to maximize your Salesforce.com experience.

To enable a successful project, Configero’s implementation methodology is designed to ensure that all aspects of the project lifecycle are managed:

  • Phase I: Launch
  • Phase II: Discovery
  • Phase III: Configure
  • Phase IV: Test
  • Phase V: Transition
  • Phase VI: Close

Our Super Hero Solutions team is skilled in the following superpowers, or solutions. Please click on the solution tab of your choice for more information.

Apex is a force.com platform technology that builds your business applications including:

  • Data models and objects for managing data
  • workflow engines that manage collaboration of user to user data
  • User interface model to handle forms and other interactions
  • Web services API for program access and integration Apex has its own on-demand programming: Apex Code.

The ability to write code on salesforce.com servers enables a more advanced level of applications and features to be developed and deployed, therefore extending the success of the Force.com platform. For ways Configero can incorporate Apex and Apex Code on your force.com platform, please contact us. Business Processes Workshop Configero’s Business Processes Workshops include gathering and identifying business requirements for data and processing the data as it flows through your company’s system(s). Often on-site, Configero will go through the steps of your business processes and offer missing opportunities that can be utilized with your Salesforce.com platform. With several years of experience in consulting and Salesforce.com, your company can be assured that Configero will help increase the ROI of your Salesforce.com purchase. To set up your Business Processes Workshop with Configero, please contact us.

Configero's Business Processes Workshops include gathering and identifying business requirements for data and processing the data as it flows through your company’s system(s). Often on-site, Configero will go through the steps of your business processes and offer missing opportunities that can be utilized with your Salesforce.com platform. With several years of experience in consulting and Salesforce.com, your company can be assured that Configero will help increase the ROI of your Salesforce.com purchase. To set up your Business Processes Workshop with Configero, please contact us.

With the Service Cloud, companies can evolve the way customers interact with their customer service departments. When applying case management, streamlined complex processes, automated workflow, email-to-case functionality and increased agent productivity are among the few benefits of the Sales Cloud. Configero offers case management services that help:

  • Create and track cases coming from multiple channels
  • Automatically route and escalate important topics or issues
  • Integrate with your telephony or back-office applications

For more information how Configero can set up case management for your company, please contact us.

Sales Force Automation (SFA) is a common Salesforce.com implementation that automate sales and Salesforce management functions within your Sales, Management and Marketing services on the platform. SFA is a system that automatically records all the stages in a sales process, tracking:

  • Contacts
  • Activities
  • Leads generation
  • Lead scoring
  • Forecasting
  • Order management
  • Product knowledge

To learn more about how Configero can set up your SFA, please contact us.

With a Customer Portal, your customers can get service on their own, 24 hours a day by receiving case updates and searching your knowledge base. Customers and agents can even interact in ideas and answers communities, relieving stress and your customer service budget. For more information about integrating a Customer Portal in your platform, please contact us.

Data Migration is required when organizations or individuals need to import your company/s data from an older system into Salesforce. When automated, data migration relieves human resources from tedious tasks. Configero works with several integration companies such as Informatica to help you successfully import your data into Salesforce, and even better, we can get you a great deal on our partners’ services. To learn more information about data migration, please contact us.

With the growth and success of Salesforce.com, companies are more concerned and aware about their data quality. Your company's data needs to be of the highest quality to increase customer service, reduce marketing expenses, and produce more valuable analytical data: All vital factors to keep your company on top in the business world today. Fortunately, with solutions from CRMFusion, and DemandTools, Configero can control your data maintenance, data cleansing and data verification:
  • Data maintenance through data loading and updating advanced file formats, data back up and replication
  • Data cleansing through deduplication, mass data changing, and mass deletion
  • Data verification with email, and contacts

To learn more about how to keep your data quality at its best, please contact us.

Force.com has the ability to create public web applications and web sites that run natively on Force.com - under your own domain. Creating a force.com site can provide the following benefits:

  • Utilizes Visualforce
  • Web-to-leads can be fed directly into Salesforce and controlled with lead management
  • URL is unique to force.com or your own branded domain
  • Public access settings control the accessibility of visitors for certain database objects
  • Easy use of the content distribution network integration to cache pages

To learn more how to create your website on a force.com platform, please contact us.

Keep communication and collaboration constant and in real-time with your partners in the Partner Portals of Salesforce.com. Let partners take care of service issues, or work closely with your partners to improve your joint customers’ satisfaction. Everything is at the finger tips of your service partners to resolve customer support issues:

  • Search the solution database
  • Log cases
  • Make case comments
  • Run reports

Whoever you may work with, the Partner Portal lets you share customer information, cases, and knowledge so customers get the best answers, all in real time. Let Configero deploy a portal where your partners can create and update cases, and share information with other companies in the Salesforce.com ecosystem. To set up your Salesforce.com Partner Portal, please contact us.

Visualforce is the platform framework for building and deploying custom user interfaces hosted natively on the Force.com platform. The Visualforce framework includes a tag-based markup language, similar to HTML. Using Visualforce in your platform will customize your use of Salesforce to fit your company’s needs. To create a Salesforce platform customized to your company’s UI, please contact us.