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Salesforce Implementation Services

At Vectr Solutions, we believe that true expertise doesn’t just mean great implementations. We also ensure that our customers are self-sufficient and have the knowledge to scale their solution.

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Services

Our Salesforce Implementation Services

Sales & Service Cloud

Quickstarts, Sales Optimization, Case Management, Omnichannel, Field Service

Experience Cloud

Customer Community, Partner Community, Self-Service Portal

Government Cloud

FedRAMP and other regulatory controls

Marketing Cloud

Email Studio, Mobile Studio, Interaction Studio, Account Engagement (formerly Pardot)

Industry Solutions

Public Sector Solutions, Nonprofit Cloud, Education Cloud

CPQ

Pricing, Quoting, Document Generation

MuleSoft

Anypoint, Composer

Data Migration

Secure transfer of data to and from Salesforce

Data Cloud

Data Assessment & Planning, Data Mapping, Integration, Data Governance

Tableau & CRM Analytics

Analytics Design, Dashboards, Tableau Pulse

Artificial Intelligence

Einstein Copilot, Sales AI, Service AI, Marketing AI

Agentforce

Service Agents, Sales Agents, Marketing Agents

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Discover our Delivery Methodology

Our Process

1. Discovery
Our implementations start with a quick discovery phase to gather all the information needed for a successful implementation while educating our clients on optimal use of Salesforce and providing guidance around simplifying and automating business processes. 
2. Setup
The discovery phase is followed by a setup phase where we identify the most critical and high-impact features and configure, develop, and deploy them to bring the solution to end users typically within a short time frame.
3. Extend
Our setup phase is usually followed by an extend phase that brings in all of the business processes to enable operational efficiencies. 
4. Enhance
Finally, our enhance phase includes on-going enhancements and extensions to current functionality as required. We ensure that our client teams are trained and ready to take over and manage the Salesforce instance when we leave.

The Benefits of Using Vectr’s Salesforce Implementation Services

  • We strive to empower our customers to “future proof” their technology to stay modernized and adapt to change.
  • We know how to leverage the Salesforce ecosystem to deliver value.
  • We believe that true expertise doesn’t just mean great implementations. It goes further to ensure that our customers are self-sufficient and have the knowledge to operate the platform and their solution after our delivery.
  • We believe the ability to realize the value of Salesforce requires focus on managing the people side of change, as well.
  • Our delivery model focuses on speed to value and continuous improvement for our customers.
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These Customers Trust Us

KAB
BioMADE
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ibility

Government Cloud
Quick Start

20+
Gov Cloud Migrations
30+
Sales Cloud Implementations
25+
Service Cloud Implementations
45+
Salesforce Certifications

Gov Cloud Migration

4-6 Weeks

Project Activities:

  • Org Assessment
  • Metadata Migration
  • AppExchange & Third Party Tool Compliance
  • Integration with Commercial Org
  • Security Controls
  • ATO Process Advisory

Gov Cloud Implementation

6-8 Weeks

Project Activities:

  • Service Cloud Setup
  • Sales Cloud Setup
  • Reports & Dashboards
  • Data Migration
  • Security Controls
  • ATO Process Advisory

Gov Cloud
Migration

4-6 Weeks

Project Activities:

  • Org Assessment
  • Metadata Migration
  • AppExchange & Third Party Tool Compliance
  • Integration with Commercial Org
  • Security Controls
  • ATO Process Advisory

Gov Cloud Implementation

6-8 Weeks

Project Activities:

  • Service Cloud Setup
  • Sales Cloud Setup
  • Reports & Dashboards
  • Data Migration
  • Security Controls
  • ATO Process Advisory
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Sales and Service
Quick Start

30+
Sales Cloud Migrations
25+
Service Cloud Implementations
45+
Salesforce Certifications

Sales
Cloud

4-6 Weeks

Project Activities:

  • Customer 360 Setup
  • Lead and Opportunity Management
  • Sales Processes and Approvals
  • Reports & Dashboards
  • Email Alerts
  • Data Migration

Service
Cloud

6-8 Weeks

Project Activities:

  • Service Console Setup
  • Account and Entitlement Setup
  • Case Routing & Queues
  • Email/Web-to-Case
  • Email Alerts
  • Data Migration
  • Customer Portal
  • Knowledge Base
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FAQs about Salesforce Implementation

What are Salesforce Implementation Services?

Customers who purchase Salesforce licenses typically prefer to tailor the Salesforce environment to their specific business processes and data. Salesforce recommends working with Salesforce implementation partners, such as Vectr Solutions, to configure the solution to meet customer needs and requirements.

There are many customers who have experienced IT teams and Salesforce practices with resources available to implement Salesforce. In those instances, we recommend that you consider our Advisory & Governance services. However, in most cases, customers work with a Salesforce partner to 1) ensure that implementation resources have the proper expertise and certification; 2) accelerate implementation time to avoid competing priorities for internal resources; and 3) follow industry best practices that benefit our customers.

Every customer is unique. Vectr Solutions offers Quick Start options for GovCloud, Sales Cloud and Services Cloud, and custom bundles based on the needs and requirements of the business. A look at our Quick Start is found above. For more information about Salesforce platforms not included or custom offerings, contact us for a consultation.

Ready to elevate your Salesforce experience?

Contact us now for a consultation and discover how our tailored solutions can drive your success.

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Phone
703-880-8278
Email
info@vectrsolutions.com

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