The Salesforce CRM has the potential to unleash a world of opportunities to help grow your business. When implemented properly, it can improve employee productivity, decrease business costs, improve customer satisfaction, and increase revenue.
We Don’t Do Cookie-Cutter Salesforce Implementation
Whether you have opted to start with Sales Cloud®, Service Cloud® or Pardot®, our certified Salesforce consultants in San Diego will partner with you to help make every step of your Salesforce implementation process as easy and beneficial as possible. At KeyNode Solutions, we don’t deliver a cookie-cutter Salesforce implementation service. We work to understand your sales and support processes, as well as your business and technology roadmap, so we can provide insight on best practices and on how to customize the Salesforce platform so it works for you.
We’re certified in the products you need implemented: Salesforce Sales Cloud, Service Cloud, Pardot, Community Cloud & Others
Sales Cloud
Service Cloud
Pardot
Community Cloud
Data Architecture
We recognize the true value of the Salesforce platform is in customization. Our San Diego-based team works with you to implement the Salesforce products that fine tune your business processes and ultimately help your organization unleash its full potential. Our certified Project Management Professionals (PMP®) ensure the world’s #1 customer relationship management (CRM) software will be implemented for you on time and with ongoing support services, whether for SalesforceCommunity Cloud, Sales Cloud, Service Cloud, or Pardot.
What our typical Salesforce implementation process includes
Strategy & Planning
After evaluating your existing systems, we’ll identify opportunities for process automation, followed by a scope of deployment. As a result of this step we will have a high-level strategic plan, accepted by all stakeholders, with clear goals to implement Salesforce.
Discovery & Design
This is when we get into the details. We will review your current customer, sales and business process, gather your custom functional requirements, design a data structure and migration map, identify integration needs, etc. As a result of this step we will have a plan with detailed requirements, milestones, and deadlines.
The Setup
Here is where we get our hands dirty. We’ll help configure Salesforce, customize, and develop the configurations. Every requirement gets translated into workable features in the CRM system: permissions, data objects, UI, workflows, email templates, triggers, etc. As a result of this step we will have a fully functioning CRM system that we demo for you, making sure it is satisfactory before we integrate it and load the data.
The Integration
We setup your Salesforce platform to connect and communicate with other apps ensuring they are seamlessly in sync. Learn about our other Salesforce integration services.
Data Clean Up & Migration
We extract data from your existing system, run cleansing and de-duplication, and then import it, making sure it passed all validations. Learn about ourdata migration services.
Deployment & Training
We train your team to ensure smooth adoption, and only then do we deploy your implementation. Now you have the Salesforce CRM customized to your business needs with your data!
Continued Support & Maintenance Service
From day-to-day support and enhancement management services to troubleshooting issues and strategic advice, we help make your Salesforce platform work for you. Learn about our best-in-class Managed Services for ongoing Salesforce support.
What you can expect from our Salesforce implementation services
We design a Salesforce platform implementation path that divides the project into prioritized Phases, clarifying timelines and keeping everyone on the same page til the final day of the project.
We take time to understand your business and design a Salesforce solution specific to your business needs. We mold the platform to your business, not the other way around.
We’re known for our customer service! We take time to educate clients about the capabilities of their Salesforce solution so that, together, we can make it more efficient.
We leverage every automation tool your Salesforce solution needs, ensuring as many routine tasks as possible are handled by the CRM without anything falling through the cracks.
We have a tried-and-true implementation process that will guide you and your team from A to Z, keeping everyone abreast of project status, next steps, timeline, and budget.
Our consultants and support services, although certified, are more than Salesforce solution experts. We have wide experience with complex technology stacks.
Salesforce is a Customer Relationship Management (CRM) cloud-based software that allows organizations to efficiently streamline their sales and marketing operations. This industry-leading CRM helps eliminate technology silos in your organization so that different departments (Sales, IT, Marketing, Customer Service, etc.) can see a single customer view allowing for greater understanding of your clients.
While having an in-house admin is often a great business decision, it is increasingly important to utilize outside Salesforce consulting firms, such as KeyNode Solutions, to properly design and implement complex Salesforce solutions that your in-house admin may not have the necessary technical knowledge or business acumen needed. We take a comprehensive approach to all of our projects and work very closely with in-house admins to make sure all processes and changes are cohesively implemented for the organization.
Unlike other Salesforce consulting firms who charge a blanket rate, we customize our pricing just as we will tailor your Salesforce solution(s). We completely understand that your needs and wishes are unique to your organization. During our discovery session, our San Diego-based Salesforce Implementation team will flesh those ideas out to make sure we comprehend what your organization absolutely needs, and then we provide an itemized proposal illustrating all of the processes rather than just provide a cookie cutter proposal like most of our competitors. We work with clients around the country. Contact us today if you have any questions!
Our Salesforce Implementation Services are expanding!
Although we’re headquartered in San Diego, we have consultants in four time zones, so we’re equipped to be your Salesforce implementation partner. Our best-in-class Salesforce implementation services are available across the country including these locations:
“My experience with KeyNode has been absolutely outstanding! At every interaction, they are prepared, concise and have the solutions to every need that arises. They possess an incredible depth of knowledge about SalesForce and have helped us streamline operational and sales processes that have been game-changers for our productivity. Thank you, KeyNode!”
Jennifer D., VP, Strategy & Growth
Our Latest Salesforce Implementation Review
“KeyNode provided rapid turnaround on requests and did a good job helping with requirements gathering and translating our requirements into what it would look like on Salesforce Service Cloud.”
Kristin F., Market Development Scientist
Our Latest Salesforce Implementation Review
“The KeyNode team was great! They worked fast to implement Salesforce and provided our team with great training which allowed us to hit the ground running. Thank you for all your support!”
Alfredo M., Director of Sales
Our Latest Salesforce Implementation Review
“KeyNode Solutions was wonderful to work with. They guided me through changes before making them and wanted to ensure that they had everything up front. On top of that, I had a very tight timeline of 3 weeks to get things done and they were up to the task and were finished on time.”
David M., VP, Customer Support
Our Latest Salesforce Implementation Review
“KeyNode Solutions helped us integration and automate some much needed tools and we are looking forward for them to be a long term partner and help us as we continue to grow with integrating the tools we need.”
Don M., CEO & President
Our Latest Salesforce Implementation Review
“KeyNode has been so wonderful and great to work with. they have been so patient and understanding with our needs. They have been responsive with all our communication which has allowed each project to be completed with time and efficiency. Over this year they have been our biggest support with salesforce, restructuring our entire system and improving our processes. We love Keynode and we look forward to continue working with them. I encourage any company that wants to enhance their processes to work with KeyNode!”
Nayeli I., Customer Success Manager
Our Latest Salesforce Implementation Review
“We worked with KeyNode after having a sub-par experience with our previous Salesforce implementation partner. We couldn’t be happier with the switch. KeyNode is always on time, answers emails promptly, and most importantly, does excellent work. Highly recommend.”
Duke J., VP, Marketing
Our Latest Salesforce Implementation Review
“The KeyNode Solutions and their team members are extremely competent, efficient and truly understand our priorities and constraints as a nonprofit organization. We did an extensive evaluation on potential Salesforce partners and they were the only team that could help design the solutions that were meeting our requirements and were within our budget. It is rare that you work with people who really think through all the aspects, who are mindful and resourceful, solutions-focused and two steps ahead. We truly consider them our partner who cares not only about the technology aspects but also our overall mission. Thank you KeyNode! You are the BEST!”
Asia M., Program Director
Our Latest Salesforce Implementation Review
“KeyNode Solutions built out our Salesforce customization in the very fast timeline we requested and were able to capture all of our requirements on the first run allowing us to implement the platform and begin getting benefits from it right away.”
Chris P., VP of Client Success
Our Latest Salesforce Implementation Review
“The KeyNode team took the time to completely understand our needs. They were easy to work with and extremely responsive. It was clear that the Salesforce consultants who worked on our project were very competent. Our project was done quickly and with accuracy.”
Jennifer T., VP, Business Development
Our Latest Salesforce Implementation Review
“We found KeyNode after a bad experience working with an implementation partner. KeyNode’s team took the time to understand our business and design solutions specific to our needs. In addition, they made suggestions for Salesforce best practices and features that we did not know we could leverage. I would highly recommend them as a Salesforce partner and we plan on continuing to work with them as our business grows. My only regret is that we did not use them during our initial implementation as we would have saved thousands of dollars and hours of work. Thank you for helping us fix the mess we were in and making the process as painless as possible.”
Michael G., VP, Business Development
Our Latest Salesforce Implementation Review
“Very happy to have worked with KeyNode. All our requests have been fulfilled and making our Salesforce experience a better one. Great team to work with!”
Maria K., Recruitment Manager
We’ll get any Salesforce implementation done for you!
Call us today at (858) 215-5371 or simply complete this form
Our team of dedicated certified consultants will simplify the day-to-day management of your Salesforce platform and make it work for your business at full capacity.