PROBLEM
A rapidly growing aerospace and space propulsion manufacturer needed to quickly implement Salesforce Government Cloud to support lead capture, opportunity tracking, and business development operations.
The organization required a secure, ITAR-compliant environment aligned to government industry standards while keeping the system as standard and scalable as possible. They also needed to embed their Shipley-based sales process directly into Salesforce and migrate existing metadata and data without disrupting ongoing operations. The challenge was to deliver a compliant, production-ready environment on an accelerated timeline while maintaining best-practice architecture and minimizing customization.
WHAT WE DID
Vectr Solutions partnered with the client to deploy Salesforce Government Cloud using a rapid, structured implementation approach. The engagement focused on enabling compliance, standardization, and scalable growth while leveraging the Shipley Accelerator to expedite metadata migration.
Key Capabilities Included:
- Configured Core Objects: Set up foundational objects including Accounts, Contacts, and Opportunities.
- Implemented Opportunity Approval Workflow: Designed an automated approval process with stakeholder notifications, structured routing, and automatic status/date updates upon approval or rejection.
- Executed Data and Metadata Migration: Migrated existing data and metadata to ensure a seamless system transition.
OUTCOMES
The result is a secure, government-ready Salesforce environment that supports structured business development and scalable growth.
- ITAR Compliance: Successfully launched Salesforce Government Cloud, ensuring strict adherence to International Traffic in Arms Regulations (ITAR) requirements.
- Rapid Implementation: Achieved a fast-paced implementation using the Shipley Accelerator for metadata migration.
- Standardized Sales Process: Established a standardized and efficient sales process (Shipley sales process) within the new system.
- Streamlined Opportunity Management: Automated the Opportunity approval workflow, leading to faster decision-making and clear status tracking.
- Enhanced Stakeholder Communication: Improved internal communication regarding Opportunity progression through automated email notifications.
- Data Continuity: Ensured a seamless transition with successful migration of critical existing data and system configuration (metadata).
