Salesforce Implementation and Consultation Services

Diletap Consulting provides a comprehensive solution to meet your Company’s Salesforce.com needs. We work with your company to determine your overall goals, business strategy and current issues. We will develop a plan that not only delivers the functionality you need but the processes and support surrounding it to make your company a success.

Discovery, Business Process and Strategy

• Discovery of your company gained from input and knowledge from your employees.
• Creation and/or review of business processes and strategy to create a Salesforce culture within the company and ensure adoption on all levels.

Salesforce Setup, Customization and Configuration of the following:

• Sales Cloud:
• Activity and Calendar Management.
• Opportunity, Quote and Forecasting Management.
• Opportunity Sales Processes and Products.
• Sales Console.

• Marketing Cloud:
• Campaign and Campaign Member management.
• Lead management, assignment rules, processes and auto-response rules.
• Website integration (Web-to-Lead or Custom).
• Email and Letterhead Management.
• Google Apps.

• Service Cloud:
• Case management, assignment and escalation rules, support processes, auto-response, email-to-case, case teams and comments.
• Solutions, Ideas and Answers.
• Self-Service or Customer Portal.
• Call-Center.
• Assets.
• Content Management.

• Metrics:
• Dashboard and report creation and customization.
• Custom report type creation.
• Analytic Snapshots.

• Mobile Administration:
• Configuration and deployment of mobile for most commonly used smart phones (Blackberry, iPhone, Windows Mobile).

• Desktop Integration and Chatter:
• Setup of desktop integration with most commonly used email programs (Outlook, Lotus Notes).
• Chatter setup and configuration to enable users to share common business information securely contained within your organization.

Salesforce Custom Configuration and Development

• Customization of Record Types and Page Layouts to enable different views for various groups of users.
• Creation of custom functionality to suit the needs of your business. Includes entire creation of new object to expansion of existing Salesforce functionality.
• Custom workflows and approvals to enable alerts and approvals tailored to your business needs.
• Creation of advanced development which provides solutions to your company’s needs, not available with standard Salesforce.com functionality. Includes the following:
• Apex Classes
• Apex Triggers
• API
• Components
• Email Services
• Pages
• Sites

• Security Settings:
• Setup of user profiles, roles and groups, organization wide defaults, validation rules and field-level security.
• Password policies, session settings and network access.
• Various other security related services available as well.

Data Migration and Legacy Systems Conversion

• Data Migration:
• Migration services from various sources which include ACT!, Goldmine, SalesLogix, Dynamics CRM, Access, Microsoft Excel and various other systems and/or files.

• Legacy System Conversion:
• Conversion of existing customizations and configuration from legacy systems into corresponding Salesforce.com functionality.

Test Environment Deployment and Monitoring

• Deployment Services:
• Provide test environment deployment to production to ensure all tests are passed.
• Post-deployment production environment monitoring and support to internal developers, administrators and users.
• Included in standard project deployment or as an ad-hoc basis.

Training and Support

• Training and Support Services:
• Available on a project-by-project basis or ongoing.
• Available for Developers, Administrators and Users.